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For Companies At a Glance
- Tasks: Serve high-net-worth clients with pre-booked meetings and focus on advising.
- Company: Join Thornton & Baines, a leader in wealth and inheritance tax planning.
- Benefits: Earn a base salary of £50K plus lucrative commissions and enjoy global training retreats.
- Why this job: Work in a prestigious location with a strong team culture and fast-track career growth.
- Qualifications: Minimum 2 years as a Financial Adviser with Level 4 Diploma and expertise in IHT products.
- Other info: Enjoy exclusive client events and networking opportunities in a high-performance environment.
The predicted salary is between 50000 - 200000 £ per year.
Work in one of London's most prestigious financial hubs, serving high-net-worth clients with pre-booked meetings and a direct path to six-figure earnings. Thornton & Baines IFA Ltd is a market leader in wealth & inheritance tax planning, celebrating 21 years of excellence, ensuring top-performing advisers gain access to an elite client base and cutting-edge resources.
What You’ll Get
- Exclusive HNW Client Base – Work with high-net-worth individuals (average case size: £8,750).
- Pre-Booked Appointments – No cold calling; focus purely on advising & closing.
- Proven Lead Generation System – We rank top on Google for Inheritance Tax Planning, ensuring a steady flow of high-value clients.
- £50K Base + Lucrative Commission – Your OTE is £200K+ with full support.
- AI-Powered Compliance & Lead Generation – Advanced CRM and automation tools.
- Global Training & Networking – Mallorca training retreats & industry-leading networking events.
- Prestige & Career Growth – Join a firm targeting £10B AUM, setting new industry standards.
- Exclusive Client Events & Networking – Invitations to VIP gatherings with HNW clients.
- Fast-Track to Senior IFA – Structured 12–18 month pathway to leadership & equity partnership.
- Strong Team Culture – A high-performance environment focused on trust, pride, and long-term success.
What We’re Looking For
- Minimum 2 years’ experience as a Financial Adviser.
- Level 4 Diploma in Financial Advice (or equivalent).
- Expertise in Inheritance Tax (IHT) products & solutions.
- Proven experience in wealth management & working with HNW clients.
- Strong relationship management and business development skills.
- Financial Planning and Finance skills - Retirement Planning expertise.
- Experience in Investments and Financial Advisor.
- Strong analytical and problem-solving skills.
- Excellent communication and interpersonal abilities.
- Detail-oriented and organised mindset.
- Certifications such as CFP or CFA are a plus.
Join a firm where opportunity meets ambition—our Gherkin office is where top advisers thrive with pre-booked HNW client meetings.
Financial Advisor employer: Thornton & Baines IFA Ltd
Contact Detail:
Thornton & Baines IFA Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Advisor
✨Tip Number 1
Network with professionals in the financial sector, especially those who have experience with high-net-worth clients. Attend industry events and seminars to build relationships that could lead to referrals or insights about the role.
✨Tip Number 2
Familiarise yourself with the latest trends in wealth management and inheritance tax planning. Being knowledgeable about current market conditions and regulations will help you stand out during interviews and discussions.
✨Tip Number 3
Prepare to demonstrate your relationship management skills. Think of specific examples where you've successfully built trust with clients, as this is crucial for working with high-net-worth individuals.
✨Tip Number 4
Research Thornton & Baines IFA Ltd thoroughly. Understand their values, client base, and the tools they use. Tailoring your conversation to align with their mission can show your genuine interest in the position.
We think you need these skills to ace Financial Advisor
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience as a Financial Adviser, particularly your work with high-net-worth clients. Emphasise your Level 4 Diploma in Financial Advice and any relevant certifications like CFP or CFA.
Craft a Compelling Cover Letter: In your cover letter, express your enthusiasm for the role at Thornton & Baines. Mention your expertise in Inheritance Tax products and your proven track record in wealth management, showcasing how you can contribute to their elite client base.
Highlight Relevant Skills: Clearly outline your relationship management and business development skills in your application. Provide specific examples of how you've successfully managed HNW clients and closed deals in the past.
Showcase Your Analytical Abilities: Demonstrate your strong analytical and problem-solving skills by including examples of financial planning or investment strategies you've developed. This will show your potential employer that you can provide valuable insights to their clients.
How to prepare for a job interview at Thornton & Baines IFA Ltd
✨Showcase Your Expertise
Make sure to highlight your experience in wealth management and your knowledge of inheritance tax products. Be prepared to discuss specific cases where you've successfully advised high-net-worth clients.
✨Demonstrate Relationship Management Skills
Since this role involves working closely with HNW clients, be ready to share examples of how you've built and maintained strong client relationships in the past. This will show your ability to connect with their elite clientele.
✨Prepare for Scenario Questions
Expect questions that assess your problem-solving skills and analytical abilities. Prepare scenarios where you had to navigate complex financial situations, as this will demonstrate your critical thinking and expertise.
✨Express Your Ambition
This position offers a fast-track to senior roles, so convey your career aspirations clearly. Discuss how you see yourself growing within the company and contributing to its success, especially in terms of achieving the £10B AUM target.
