Independent Financial Adviser

Independent Financial Adviser - Self-Employed Opportunities (Nationwide)

Do you feel constrained by high network charges, slow compliance sign-off or clunky systems that steal hours from every week? Are you worried that exit penalties or restrictive covenants could one day trap the value you have built? If so, it might be time to explore a different kind of partnership.

Why advisers talk to us

• Keep more of what you earn - the firms we work with offer retention rates from 70 % right up to 95 %, or a flat 80/20 split with core costs already covered. Some even pay twice a week to smooth your cash-flow .

• Slash admin and regain time - fully paperless back-office or WealthPilot-style digital journeys can cut up to two hours from every review and let you generate suitability reports in minutes.

• Only pay for help you use - optional paraplanning at about £22 per hour, charged by the minute, means no monthly levies draining your margin .

• Own your clients for life - contracts guarantee that you keep client data and goodwill. Clean, exportable files and no exit fees or covenants remove the fear of being held hostage.

• Succession on your terms - whether you want a guaranteed internal buy-out from1.6-2 % of AUM or funding to purchase another book, clear options protect your legacy and your client.

• Real marketing support - national lead-gen funnels, ranked adviser bio pages and seasonal campaigns can deliver two to three quality enquiries a month without extra spend.

• Culture not corporate - direct access to senior decision-makers, 48-72-hour compliance sign-off and a help-not-hinder ethos replace red tape with genuine partnership.

The emotional pay-off

• Control - design advice your way, with no forced panels or quotas.
• Freedom - work where and when suits you, supported but never dictated to.
• Growth - spend less time on admin and more time with clients who value you.
• Security - future-proof earnings today and secure a fair exit tomorrow.

We are keen to hear from four distinct groups of advisers, nationwide:

1. Solo directly authorised advisers who want to keep their independence but shed the regulatory and administrative burden that eats into both time and profit.
2. Principals winding down or planning an exit who wish to protect client outcomes, realise the true value of their book and secure a smooth succession without punitive claw-backs.
3. Advisers trapped in restrictive AR arrangements where an aggressive split, mounting levies or relentless compliance noise is stifling growth and eroding earnings.
4. Growth-minded advisers at the next income plateau who see the potential in streamlined tech, expert paraplanning and targeted marketing support to scale both service and revenue.
5. Going Solo for the first time, if you have the ambition, lets chat! We know a thin or two about business plans and cashflow forecasting!

You will need Level 4, CAS or equivalent experience and the ability to generate at least £60 k gross or the clear plan to reach it.

What happens next

Click Apply for a confidential, no-pressure conversation. One call. No sales pitch. Just a clear, impartial overview of the self-employed propositions available and an honest discussion about which (if any) might fit your business.

Take back control of your time, your income and your future.

Let’s talk.