Should I become a self-employed Advisor?

Should I become a self-employed Advisor?
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Deciding whether to go self-employed is a decision that requires careful consideration. Through providing a consultative service here at Premier Jobs UK, we regularly support candidates choosing to move to self-employment, including many for the first time. 

Here are a few things for you to consider when deciding whether now is a good time for you to go self-employed:

Is there a demand for the products or services you plan to offer as a self-employed individual? If there is a high demand, it may be a good time to start your own business. 

As specialists in Financial Services Recruitment, we support individuals seeking roles as Financial Advisors and Mortgage Advisors on a daily basis. As we have all seen during the last few years, the Financial Services market is resilient. This is because, in times of uncertainty, people require help more than ever, as the advice and support from specialists. 

Financial Advisors benefit from enquiries for people looking to receive investment advice to enable their money to outperform rising inflation. Or enquiries from people looking to consolidate their pensions to protect their future retirement plans. These enquiries can turn into lifelong clients, providing opportunity to you, year-after-year. 

Mortgage Advisors can also benefit from times of uncertainty as lenders become more stringent, the ability for people to go direct to banks / lenders becomes harder. As such, increasing the need for specialist advice from Mortgage Advisors. In addition, as a result of the incredibly low interest rates seen during the pandemic, many Britons took the opportunity to secure 2 – 5 year fixed rate mortgages. As such, Mortgage Advisors will be needed once more over the coming months and years, to help policyholders find their next deal when remortgaging. Furthermore, if you are a proactive Mortgage Advisors, you will be able to use the upcoming enquiries to build your client bank and further establish yourself as an Advisor. 

Going self-employed can be financially risky, as you will no longer have a steady paycheck and will be responsible for paying your own taxes. It is important to make sure you have enough savings to cover your expenses for at least a few months before making the transition.

Whilst this will require more organisation to manage your personal finances, it can often be outweighed by the additional earnings opportunity presented by self-employment. By nature, self-employed roles in Financial Services are often commission based, with Financial Advisors and Mortgage Advisors earning a percentage of the gross income generated. As a result of this, your personal earnings will be directly linked to your performance. Providing you an excellent opportunity to potentially exceed your current earnings by moving to a self-employed role. 

Often a myth of being self-employed, is that people assume you do not receive support. However, the majority of the companies we work with that offer self-employed roles, do provide support in different ways. This can include support packages.

Support packages can make the transition to becoming self-employed, much less daunting. The company will agree to provide you with a monthly draw over the first few months of advising, whilst you are finding your feet and building your pipeline of business. This takes the stress away from the first few months and allows you to focus on providing best possible advice. Usually you will pay this back to them once you start to earn more. On some occasions, the company will agree to write off the money given to you, subject to achieving agreed targets. This can be really helpful and smooth over the transition between employed and self-employed for an Advisor. 

Do you have a supportive network of friends, family, and professionals who can provide guidance and assistance as you start your new self-employed role? Having a strong support network can be crucial for your success.

Being self-employed comes with its own set of challenges. You will be responsible for managing your own finances and finding your own clients, and you may have to work longer hours in the beginning to get your business off the ground. It is important you have strong network that support you through this period. But with hard work and determination, becoming self-employed can be a rewarding experience..

It is important during this transition you trust the process and the company you have joined. 

Woman supporting man as he works

Becoming self-employed provides you much greater control over your own destiny in several ways. 

  • Career flexibility – as a self-employed individual, you have the freedom to choose the types of projects / cases you work on and the clients you work with. This allows you to shape your career in a way that aligns with your personal goals and interests.
  • Work-life balance – being self-employed often allows you to set your own schedule and work at your own pace, which can give you more control over your work-life balance.
  • Personal growth – transitioning from employed to self-employed requires you to learn new skills and take on new responsibilities, which can lead to personal and professional growth.

Ultimately, whether now is a good time for you to go self-employed depends on your own personal circumstances and goals. Carefully evaluating the factors above can help you make an informed decision.

When deciding whether you want to make the jump and become self-employed, it can always help to talk to a professional. Call us now for a free, no-pressure chat with one of our experts. 

Here at Premier Jobs UK, we have a multitude of different employed and self-employed positions. These include Mortgage Advisors, Equity Release Advisors, and Financial Advisors.

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