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Transitioning to self-employment doesn’t have to mean financial risk.
If you're based in North Wales and are thinking of going self-employed but held back by restrictive covenants or initial income gaps - this could be the perfect opportunity.
Our long-term client is an established IFA firm with a successful track record of supporting advisers through the transition to self-employment. They offer up to 2 years of non-repayable financial support, full back-office assistance, and a client-first approach that puts your career goals at the forefront.
What You’ll Receive:
- Financial support for up to 2 years - no payback required
- 60% of all fee income, with increases tied to growth
- High-quality leads from introducer partnerships
- Full admin and paraplanning support
- Flexibility to work fully remotely
- Senior management mentoring
- Succession and buyout support with generous multiples
You Should Have:
- Level 4 Diploma in Financial Planning
- Experience in client-facing advice
- Clients you can approach post-covenant (or a plan to build)
- Ambition to run your own successful financial planning business
If you're already self-employed and not getting the value you deserve — or you're employed and ready for freedom with support — this is a unique opportunity worth exploring.
Email your CV to Samantha at Financial Divisions for a confidential exploratory call.
