At a Glance
- Tasks: Advise high-net-worth clients on financial planning solutions and build strong relationships.
- Company: Join a well-established independent financial advisory firm in the iconic Gherkin, London.
- Benefits: Earn £150,000+ with pre-booked client meetings and no cold calling.
- Other info: Access to training, networking opportunities, and a supportive team environment.
- Why this job: Focus on advising clients while enjoying strong earning potential and career growth.
- Qualifications: Minimum 2 years as a Financial Adviser with a Level 4 Diploma.
The predicted salary is between 50000 - 70000 £ per year.
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:
- £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
- 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.
Independent Financial Advisor employer: Thornton & Baines IFA Ltd
Join a reputable financial services firm in the heart of The City of London, where you will receive comprehensive training and support as a Trainee Broker. With a strong focus on professional growth, our collaborative work culture encourages engagement with clients and the development of your financial expertise, all while offering an impressive earnings potential that can exceed £60,000 by Year 3. Experience the unique advantage of working in a vibrant city that fosters both personal and career advancement.
StudySmarter Expert Advice🤫
We think this is how you could land Independent Financial Advisor
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Thornton & Baines IFA Ltd. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Independent Financial Advisor
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Thornton & Baines IFA Ltd.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Thornton & Baines IFA Ltd's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Thornton & Baines IFA Ltd
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Thornton & Baines IFA Ltd.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Thornton & Baines IFA Ltd will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Thornton & Baines IFA Ltd employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
