Adviser Transition – Self-employed to Employed Package

EGR/10919

Financial Services

  • Advisers can be anywhere in UK
  • Full paraplanning and admin support
  • Enjoy a stable income and cash lump sum
  • Plan your exit strategy

30/09/2025

Are you a self-employed Adviser who would relish an opportunity to transition to an employed role AND receive a cash payment for your recurring income, with no reductions for type or age?

 

Or perhaps, you’re looking for your exit strategy, after years of hard work and looking to sell to a smaller IFA firm who will genuinely look after your clients.

 

Our client has a unique proposition and will onboard a number of self-employed Advisers, by the end of 2025. You’ll  be paid a cash lump sum, (at intervals) and salary, based on your recurring income level, plus 40% of new business written.

 

Experienced, in-house paraplanning and administration support is also provided.

  • Must hold CAS
  • DipPFS or equivalent

  • Self-employed Adviser with CAS
  • Have an existing client bank (no lower limit)
  • A credible Adviser, with no complaints
  • Either looking for an employed position or to establish an exit strategy

Are you interested?


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