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Self Employed Financial Adviser - non refundable draw provided
Location: Wales - Central or South
Our client is a multi-award-winning independent firm of Financial Advisers, that provide non jargon based Financial Advice to clients and their families. We have worked closely with this business over the last 8 years and have assisted their organic growth, by providing them with high quality staff at all levels. They offer a unique solution for Financial Advisers that want to move from an employed to self-employed model but cannot afford the initial transition.
They will provide a non-repayable draw until you are producing enough revenue to be self-funding. Once you move from their funded support model to a fully self-sufficient, self-employed role, they will pay 60% of all fee income you produce. Then once you hit agreed income milestones, they will increase the 60% rate.
The role has the added advantage of being fully supported by Financial Admin and Paraplanning staff, with the additional option to being more home than office baaed. In addition to this, they have developed a number of relationships with professional introducers that will provide a steady stream of high-net-worth new business enquires for you. The firm have no intention of selling to a larger third party and are looking at internal succession planning. They will also buy your client base from you when you want to retire, at above current market rate multiples.
If you have always wanted to be self employed but have been held back due to financial limitations, this role will uniquely offer you a demonstrably proven practical solution to this problem. Our client is looking for Financial Advisers that will have clients to bring, post any restrictive covenants.
