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.

Thornton & Baines IFA Ltd jobs

Independent Financial Advisor