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Self-Employed Financial Adviser - South Wales, OTE £100,000

Financial Divisions
Posted 6 days ago, valid for 10 days
Location

Aberystwyth, Ceredigion SY23 3PF, Wales

Contract type

Full Time

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

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  • A financial planning firm in South Wales is seeking a qualified Financial Adviser looking to transition to self-employment with financial stability.
  • The role offers a non-refundable draw during the transition, a 60% revenue share that increases with growth, and leads from high-quality introducers.
  • Candidates must hold a Level 4 Diploma in Financial Planning and have the ability to build or rebuild a client base.
  • Remote work is available, along with dedicated admin and paraplanning support, ensuring a smooth transition for the new adviser.
  • The firm provides above-market-rate client book purchases upon retirement, making it an attractive opportunity for those with prior experience.

Are you a qualified Financial Adviser in South Wales looking to take control of your career without sacrificing financial stability during the transition?

Our client is a trusted, independent financial planning firm offering a proven path to self-employment - with non-repayable financial support to help you get started. This role is ideal if you have clients you can approach after restrictive covenants expire, and are looking for autonomy with full infrastructure behind you.

Highlights Include:

  • Non-refundable draw provided during the transition
  • 60% revenue share, increasing as you grow
  • Leads from high-quality introducers
  • Dedicated admin and paraplanning support
  • Remote work available
  • Long-term succession planning - no third-party consolidators
  • Above-market-rate client book purchase on retirement

The Ideal Candidate:

  • Level 4 Diploma in Financial Planning
  • Professional, ethical, and client-focused
  • Ready to build or rebuild a client base

If you’re ready to become self-employed but don’t want to start from zero, this firm offers the stability and support to make it work.

Send your CV to Samantha at Financial Divisions to arrange a confidential conversation.

Apply now in a few quick clicks

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.