Transitioning to self-employment doesn’t have to mean financial risk.

If you're based in Liverpool 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.