Maximize Your Earnings as a

Self-Employed Adviser

Are you considering a career change to become a self-employed financial adviser? Learn how you can benefit from increased income potential, flexibility, and comprehensive support from IFA firms.

Benefits of Being a Self-Employed Adviser

  • Higher Earning Potential: Retain a larger percentage of your revenue.
  • Flexibility: Control your schedule and workload, have the choice to work when and where you want as long as your clients are serviced.
  • Autonomy: Make decisions that best suit your clients and business.

Support from IFA Firms

IFA firms provide essential support that helps self-employed advisers succeed:

  • A Draw on future earnings tax free (guaranteeing income while you transfer clients)
  • Marketing and Lead Generation
  • Paraplanning, Administrative and Compliance Assistance
  • Training and Professional Development
  • Business planning and mentoring

Revenue splits can vary, allowing you to choose the level of support that aligns with your goals.

Calculate Your Potential Earnings

 

Contact Us

Interested in becoming a self-employed adviser? Contact our team for more information and start maximizing your earning potential today.

James Ackland: james@ortuspsr.co.uk

Steve Auburn: steve@ortuspsr.co.uk

Angie Kober: angie@ortuspsr.co.uk

Call: 0333 011 2822

Ready to find your next big challenge? Let's Go!
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