Financial Advisor

Overview

Location: On-Site – The Gherkin, London

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.

Benefits

• 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.
• £70K 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.
• 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.

Qualifications

• 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.