Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- 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 self-employment journey.
- Benefits: Receive up to 2 years of financial support, high-quality leads, and full admin assistance.
- Why this job: This role offers flexibility, mentorship, and the 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 transitioning from employment or seeking better value in self-employment.
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 Leeds 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 - Leeds - OTE £100,000
✨Tip Number 1
Network with other financial advisers in Leeds 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. Building a rapport with them can give you an edge, as they may appreciate your proactive approach and willingness to engage before applying.
✨Tip Number 3
Prepare a solid plan for how you intend to build your client base post-covenant. Having a clear strategy will not only boost your confidence but also demonstrate your ambition and readiness to run your own financial planning business.
✨Tip Number 4
Leverage social media platforms like LinkedIn to showcase your expertise in financial planning. Share valuable content and engage with potential clients and industry peers to establish yourself as a knowledgeable professional in the field.
We think you need these skills to ace Self-Employed Financial Adviser - Leeds - 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 in Financial Planning, 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 built and maintained client relationships. Discuss your strategies for understanding client needs and how you plan to attract new clients post-covenant.
✨Express Your Ambition
This position is all about running your own successful financial planning business. Be sure to convey your ambition and vision for your future in this role. Discuss your goals and how you plan to achieve them with the support offered by the firm.
✨Prepare Questions About Support Structures
Since the company offers extensive support, prepare thoughtful questions about the mentoring and administrative assistance they provide. This shows your interest in utilising their resources effectively and demonstrates that you're serious about making a successful transition to self-employment.