Financial Advisor

Baines IFA Ltd; London; On-site; GBP 185,000 - 215,000; Full time

Job summary

A leading Financial Advisory firm in London is seeking an experienced Financial Adviser to serve high-net-worth clients with pre-booked appointments. The role offers a £50K base pay with lucrative commission potential, plus a structured pathway to senior positions. Join a top-tier team in a high-performance environment focused on client success and professional growth.

Benefits

Exclusive HNW Client Base

Global Training and Networking

Invitations to VIP Client Events

Qualifications

• Minimum 2 years’ experience as a Financial Adviser.
• Expertise in Inheritance Tax products and solutions.
• Proven experience in wealth management with high-net-worth clients.

Responsibilities

• Serve high-net-worth clients with pre-booked appointments.
• Leverage advanced CRM for lead generation and compliance.
• Participate in exclusive client events and networking.

Skills

Experience as a Financial Adviser

Expertise in Inheritance Tax products

Strong relationship management skills

Communication skills

Analytical and problem-solving skills

Education

Level 4 Diploma in Financial Advice

Job description

Direct message the job poster from Thornton & Baines IFA 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 Type: Full-time

Pay: From £50,000.00 per year

Additional pay: Commission pay

Schedule: Monday to Friday

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance, Sales, and Business Development

• Industries

  Investment Management and Legal Services

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