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A rare opportunity for Financial Advisers in Central Wales looking to move into a self-employed model with full financial support provided during the transition.
Our client is a respected, multi-award-winning IFA firm with a reputation for delivering jargon-free, holistic financial advice. We’ve worked closely with them for over 8 years and have supported their continued, ethical growth.
They offer a non-repayable draw to support you while you transition from employed to self-employed - ideal if you've been held back by financial constraints or restrictive covenants. Once self-sufficient, you’ll receive 60% of all fee income, with the opportunity to increase this percentage as your revenue grows.
What’s on Offer:
- Non-refundable financial support during the transition
- 60% income share, increasing with performance
- Full admin and paraplanning support
- Access to high-quality leads from professional introducers
- Remote/hybrid working available
- Above-market-rate buyout when you’re ready to retire
- Internal succession planning - no sale to consolidators
Requirements:
- Level 4 Diploma in Financial Planning
- Existing client relationships (post-restrictive covenants)
- Desire to build a long-term self-employed career
If you’ve considered going self-employed but been put off by the risk - this is your solution.
Apply today by sending your CV to at Financial Divisions for a confidential chat.
