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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: Enjoy a £50K base salary, lucrative commission, and exclusive client events.
- Why this job: Fast-track your career in a prestigious environment with top-tier training and networking.
- Qualifications: Minimum 2 years as a Financial Adviser with Level 4 Diploma required.
- Other info: Work in the iconic Gherkin, London, with a strong team culture.
The predicted salary is between 50000 - 200000 £ per year.
Location: On-Site – The Gherkin, London
Salary: £50K Base + 25% Commission (OTE £200K+)
Client Meetings: Pre-Booked Appointments Direct to Your Diary
About the Role
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
Why Thornton & Baines? Join a firm where opportunity meets ambition—our Gherkin office is where top advisers thrive with pre-booked HNW client meetings.
Job Type: Full-time
Pay: From £50,000.00 per year
Additional pay: Commission pay
Schedule: Monday to Friday
Work Location: In person
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 discuss your previous successes in managing HNW clients and how you've helped them achieve their financial goals. Use specific examples to demonstrate your expertise and relationship management skills.
✨Tip Number 4
Showcase your commitment to continuous professional development. Mention any relevant certifications or training you've completed, as well as your willingness to participate in the global training and networking opportunities offered by Thornton & Baines.
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 focusing on your expertise in Inheritance Tax products and wealth management. Use specific examples to demonstrate your success with high-net-worth clients.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for financial advising and your understanding of the high-net-worth market. Mention your relevant qualifications, such as your Level 4 Diploma in Financial Advice, and how they align with the role at Thornton & Baines.
Highlight Relevant Skills: In your application, emphasise your strong relationship management and business development skills. Provide examples of how you've successfully built relationships with clients and contributed to their financial planning.
Showcase Your Achievements: Include quantifiable achievements in your application, such as the average case size you’ve managed or any significant growth in client portfolios. This will help demonstrate your capability to thrive in a high-performance environment.
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 potential employer that you can thrive in their team culture.
✨Prepare for Scenario Questions
Expect questions that assess your problem-solving abilities and analytical skills. Prepare scenarios where you had to navigate complex financial situations, as this will demonstrate your capability to handle the challenges of the role.
✨Communicate Clearly and Confidently
Excellent communication is key in this position. Practice articulating your thoughts clearly and confidently, especially when discussing financial concepts. This will help you make a strong impression during the interview.
