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- Tasks: Help clients with financial planning while enjoying the freedom of self-employment.
- Company: Join a reputable IFA firm known for supporting advisers in their transition to self-employment.
- Benefits: Receive up to 2 years of financial support, high-quality leads, and full admin assistance.
- Why this job: This role offers flexibility, mentoring, and a chance to build your own successful business.
- Qualifications: Must have a Level 4 Diploma in Financial Planning and client-facing experience.
- Other info: Ideal for those looking to break free from employment or enhance their current self-employed status.
The predicted salary is between 60000 - 140000 £ per year.
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.
Self-Employed Financial Adviser - North Wales - OTE £100,000 employer: Financial Divisions
Contact Detail:
Financial Divisions Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Self-Employed Financial Adviser - North Wales - OTE £100,000
✨Tip Number 1
Network with other financial advisers in North Wales to gain insights into the local market and potential client bases. Attend industry events or join relevant online forums to connect with professionals who can share their experiences and tips on transitioning to self-employment.
✨Tip Number 2
Consider reaching out to the established IFA firm mentioned in the job description for an informal chat. This can help you understand their culture, support systems, and what they specifically look for in a candidate, giving you an edge when applying.
✨Tip Number 3
Prepare a solid plan for building your client base post-covenant. Think about how you can leverage your existing relationships and any potential leads you may have. Being able to articulate this plan during discussions will demonstrate your ambition and readiness for self-employment.
✨Tip Number 4
Familiarise yourself with the financial support options available for new self-employed advisers. Understanding these resources can help you feel more confident in your transition and show potential employers that you are proactive about managing financial risks.
We think you need these skills to ace Self-Employed Financial Adviser - North Wales - OTE £100,000
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your Level 4 Diploma in Financial Planning and any relevant experience in client-facing advice. Emphasise your ambition to run a successful financial planning business.
Craft a Compelling Cover Letter: Write a cover letter that explains why you are interested in transitioning to self-employment and how the support offered by the firm aligns with your career goals. Mention any clients you can approach post-covenant or your plan to build a client base.
Showcase Your Skills: In your application, highlight specific skills that make you a strong candidate for this role, such as your ability to generate leads, manage client relationships, and provide high-quality financial advice.
Follow Up: After submitting your application, consider following up with a polite email to express your continued interest in the position. This shows initiative and enthusiasm for the opportunity.
How to prepare for a job interview at Financial Divisions
✨Showcase Your Financial Knowledge
Make sure to brush up on your financial planning knowledge and be ready to discuss your experience. Highlight any relevant qualifications, especially your Level 4 Diploma, and be prepared to explain how you've applied this knowledge in real-world scenarios.
✨Demonstrate Client-Centric Thinking
Since the role emphasises a client-first approach, be ready to share examples of how you've successfully managed client relationships in the past. Discuss your strategies for understanding client needs and how you plan to build a loyal client base post-covenant.
✨Prepare Questions About Support Structures
This opportunity offers significant support for self-employed advisers. Prepare thoughtful questions about the mentoring and administrative support provided. This shows your interest in utilising these resources effectively to grow your business.
✨Express Your Ambition Clearly
The firm is looking for candidates with ambition to run their own successful financial planning business. Be clear about your career goals and how this position aligns with your vision for the future. Share your plans for growth and how you intend to leverage the firm's support.
