At a Glance
- Tasks: Advise high-net-worth clients on financial planning solutions and build strong relationships.
- Company: Join a reputable firm based in The Gherkin, City of London.
- Benefits: Competitive salary with high earning potential and full support.
- Other info: Hybrid working, clear progression pathways, and access to training opportunities.
- Why this job: Focus on advising without cold calling; enjoy pre-booked client meetings.
- Qualifications: Minimum 2 years as a Financial Adviser with Level 4 Diploma required.
The predicted salary is between 50000 - 70000 £ per year.
Location: The Gherkin, City of London
Job type: Full-time, Permanent
Work pattern: Monday to Friday
Work setting: Hybrid, London office and remote
Salary: From £50,000- £70,000 per year
Expected earnings: £150,000+ OTE
Thornton & Baines IFA Ltd is looking for an experienced Financial Adviser to join our team in the City of London. Based at The Gherkin, this is an opportunity to work with a well-established independent financial advisory firm that has spent over 20 years building a strong reputation in wealth management and inheritance tax planning.
This role is designed for advisers who want to focus on advising, building relationships and closing business, without spending their time cold calling or self-generating leads. All client meetings are pre-booked directly into your diary, allowing you to focus on delivering advice and converting quality opportunities.
You will be working with high-net-worth clients, supported by a strong internal lead generation system, a recognised brand and a steady flow of qualified appointments.
What you’ll be doing:
- Advising high-net-worth clients on financial planning solutions
- Conducting pre-booked client meetings, either remotely or in person
- Providing advice across inheritance tax planning, retirement planning and wealth management
- Building strong client relationships and delivering a high standard of ongoing service
- Assessing client needs and recommending suitable financial solutions
- Working closely with internal teams to ensure smooth case progression
- Maintaining compliant, accurate and detailed client records
- Managing and converting a steady pipeline of qualified appointments
What we offer:
- £70,000 base salary
- £150,000+ realistic on-target earnings
- Pre-booked client appointments directly into your diary
- No cold calling or self-generation requirement
- High-net-worth client base
- Average case size of £8,750
- Established and proven lead generation system
- Full administrative and compliance support
- Modern CRM and internal systems
- Clear progression pathway into senior adviser and leadership roles
- Access to company events, training and networking opportunities
- Hybrid working structure
- Office based in The Gherkin, City of London
What we’re looking for:
- Minimum 2 years’ experience as a Financial Adviser
- Level 4 Diploma in Financial Advice or equivalent
- Strong experience in financial planning and client relationship management
- Good understanding of inheritance tax planning and retirement planning
- Experience working with affluent or high-net-worth clients
- Strong communication and interpersonal skills
- Organised and detail-focused approach
- Confident presenting recommendations and building trust with clients
- Ability to manage a busy diary and convert opportunities effectively
Preferred but not essential:
- Chartered status, CFP or CFA
- Experience in wealth management
- Strong investment planning knowledge
This role would suit an ambitious adviser who wants high-quality appointments, strong earning potential and the opportunity to grow within a well-established firm. If you are looking for a role where the clients are provided, the infrastructure is already built, and the opportunity to earn is real, we’d like to hear from you.
Financial Adviser (HNW Clients, £50,000-£70,000 Base, £150,000+ OTE) employer: Financial Planning Firm
Thornton & Baines IFA Ltd is an exceptional employer located in the iconic Gherkin, City of London, offering a dynamic work culture that prioritises client relationships and professional growth. With a strong internal lead generation system, advisers can focus on delivering high-quality financial advice to high-net-worth clients without the pressure of cold calling, while enjoying a competitive salary and clear pathways for career advancement. The hybrid working model and access to ongoing training and networking opportunities further enhance the appeal of this role for ambitious financial professionals.
StudySmarter Expert Advice🤫
We think this is how you could land Financial Adviser (HNW Clients, £50,000-£70,000 Base, £150,000+ OTE)
✨Tip Number 1
Network like a pro! Attend industry events, webinars, and local meetups to connect with potential clients and other professionals. The more people you know, the better your chances of landing that dream role.
✨Tip Number 2
Practice your pitch! Be ready to explain your experience and how you can add value to high-net-worth clients. A confident and clear presentation can make all the difference in those pre-booked meetings.
✨Tip Number 3
Leverage social media! Use platforms like LinkedIn to showcase your expertise and connect with industry leaders. Share insights on financial planning and engage with others to build your online presence.
✨Tip Number 4
Apply through our website! We’ve got a streamlined process that makes it easy for you to get noticed. Plus, we love seeing candidates who take the initiative to reach out directly!
We think you need these skills to ace Financial Adviser (HNW Clients, £50,000-£70,000 Base, £150,000+ OTE)
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to highlight your experience as a Financial Adviser, especially with high-net-worth clients. We want to see how your skills align with the role, so don’t be shy about showcasing your achievements in financial planning and client relationship management.
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to tell us why you’re the perfect fit for this role at Thornton & Baines IFA Ltd. Share specific examples of your experience and how you’ve successfully advised clients in the past, particularly in inheritance tax and wealth management.
Be Clear and Concise:When filling out the application, keep your answers clear and to the point. We appreciate straightforwardness, so make sure you answer all the application questions thoroughly but succinctly. This will help us get a quick understanding of your qualifications.
Apply Through Our Website:We encourage you to apply through our website for a smoother process. It’s the best way for us to receive your application and ensures you don’t miss any important details. Plus, it shows us you’re keen on joining our team!
How to prepare for a job interview at Financial Planning Firm
✨Know Your Stuff
Make sure you brush up on your financial planning knowledge, especially around inheritance tax and retirement planning. High-net-worth clients expect you to be an expert, so be ready to discuss specific strategies and solutions that could benefit them.
✨Showcase Your Relationship Skills
Since this role is all about building strong client relationships, think of examples from your past where you've successfully managed client interactions. Be prepared to share how you’ve built trust and rapport with high-net-worth clients in previous roles.
✨Prepare for Scenario Questions
Expect questions that put you in hypothetical situations with clients. Practice how you would handle various scenarios, such as advising a client on a complex inheritance tax issue or managing a difficult conversation. This will show your problem-solving skills and client management abilities.
✨Familiarise Yourself with the Company
Do some research on Thornton & Baines IFA Ltd and their reputation in wealth management. Understanding their values and approach will help you align your answers with what they’re looking for, making you a more appealing candidate.
