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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: Perfect 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.
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.
✨Tip Number 2
Consider creating a personal brand that showcases your expertise and approach to financial planning. Use social media platforms like LinkedIn to share valuable content, engage with potential clients, and establish yourself as a knowledgeable adviser in your field.
✨Tip Number 3
Research the established IFA firm you’ll be working with to understand their values and client-first approach. Tailor your conversations to align with their mission and demonstrate how your experience and ambitions fit within their framework.
✨Tip Number 4
Prepare to discuss your existing client relationships and how you plan to build new ones. Having a clear strategy for client acquisition will show your potential employer that you are proactive and ready to succeed in a self-employed role.
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 Level 4 Diploma in detail. Highlight any relevant experience you have in client-facing roles, as this will demonstrate your capability to handle client relationships effectively.
✨Prepare Your Client Strategy
Since the role requires you to have clients you can approach post-covenant, come prepared with a clear strategy on how you plan to build or maintain your client base. This shows initiative and foresight, which are crucial for a self-employed financial adviser.
✨Emphasise Your Ambition
The company is looking for someone with ambition to run their own successful financial planning business. Be ready to share your long-term goals and how you envision growing your practice, as this aligns with their client-first approach.
✨Ask Insightful Questions
Prepare thoughtful questions about the support they offer, such as the mentoring process and how the financial assistance works. This not only shows your interest in the role but also helps you gauge if the opportunity aligns with your career aspirations.
