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- Tasks: Advise high-net-worth clients with pre-booked meetings in a prestigious London location.
- Company: Join Thornton & Baines, a leader in wealth and inheritance tax planning with 21 years of excellence.
- Benefits: Enjoy a £50K base salary, lucrative commissions, global training retreats, and exclusive networking events.
- Why this job: Fast-track your career in a high-performance culture focused on trust and long-term success.
- Qualifications: Minimum 2 years as a Financial Adviser with Level 4 Diploma and expertise in IHT products.
- Other info: Work in the iconic Gherkin office with a structured pathway to leadership and equity partnership.
The predicted salary is between 42000 - 70000 £ per year.
Overview
Direct message the job poster from Thornton & Baines IFA Ltd
Operations Director at THORNTON & BAINES LEGAL LTD
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.
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.
- 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 Details
- Job Type: Full-time
- Pay: From £50,000.00 per year
- Additional pay: Commission pay
- Schedule: Monday to Friday
Location & Seniority
- Seniority level: Mid-Senior level
- Employment type: Full-time
- Job function: Finance, Sales, and Business Development
- Industries: Investment Management and Legal Services
Expiry status: active
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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 or seminars to make connections that could lead to referrals or insights about the role.
✨Tip Number 2
Familiarise yourself with the latest trends and regulations in inheritance tax planning. Being knowledgeable about current market conditions will help you stand out during interviews and demonstrate your commitment to the field.
✨Tip Number 3
Prepare to discuss your previous experiences with wealth management and how you've successfully built relationships with high-net-worth clients. Use specific examples to illustrate your skills in relationship management and business development.
✨Tip Number 4
Research Thornton & Baines IFA Ltd thoroughly. Understand their values, culture, and the services they offer. Tailoring your conversation to align with their mission can show your genuine interest in becoming part of their team.
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 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: In your cover letter, express your enthusiasm for working at Thornton & Baines IFA Ltd. Mention how your skills align with their requirements, such as your relationship management abilities and your experience in financial planning.
Highlight Relevant Qualifications: Clearly list your Level 4 Diploma in Financial Advice and any additional certifications like CFP or CFA. This will show that you meet the qualifications they are looking for and are committed to your professional development.
Showcase Your Achievements: Include quantifiable achievements in your application, such as the number of clients you've successfully managed or revenue generated through your advice. This will help demonstrate your potential value to the company.
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 inheritance tax products. Be prepared to discuss specific cases where you've successfully advised high-net-worth clients, as this will demonstrate your capability to thrive in their elite client base.
✨Prepare for Scenario Questions
Expect scenario-based questions that assess your problem-solving skills and analytical abilities. Practice articulating how you would handle various financial situations, particularly those involving retirement planning and investments, to showcase your expertise.
✨Emphasise Relationship Management Skills
Since the role involves working closely with clients, be ready to discuss your approach to building and maintaining strong relationships. Share examples of how you've developed trust and rapport with clients in previous roles, as this is crucial for success in this position.
✨Demonstrate Your Organisational Skills
With pre-booked appointments and a focus on advising rather than cold calling, it's important to show that you are detail-oriented and organised. Discuss your methods for managing your schedule and ensuring that you provide top-notch service to each client.
