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Thornton & Baines IFA Ltd

Independent Financial Advisor

City of London
£50k – £70k/yr
Posted about 16 hours ago
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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

About Thornton & Baines IFA Ltd
Thornton & Baines IFA Ltd is looking for an experienced Financial Adviser to join our team in the City of London.

About the Role
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.

Key Responsibilities

  • 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

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£35,000/yr

Why you're a good match

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Your economics background and your summer at a regional bank line up with what PwC looks for on the consulting scheme. Applications close in four weeks.

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Why you're a good match

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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

Requirements

  • 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

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Preferred but not Essential

  • Chartered status, CFP or CFA
  • Experience in wealth management
  • Strong investment planning knowledge

Why Apply
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.

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Skills

Financial Planning
Client Relationship Management
Inheritance Tax Planning
Retirement Planning
Communication
Interpersonal Skills
Organizational Skills
Detail-Oriented
Presentation Skills
Lead Generation
Wealth Management
Investment Planning

Location

City of London, England, United Kingdom

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