Self-employed Financial Adviser (Wealth Management)

Thornton and Baines Ltd; City Of London; On-site; GBP 50,000 - 200,000; Full time

Job summary

A leading financial advisory firm seeks a Self-Employed HNW Financial Adviser to work with pre-booked appointments targeting high-net-worth clients at their Gherkin office. This full-time role offers a base salary of £50K with significant commission potential, structured growth opportunities, and a supportive team culture.

Benefits

Exclusive client base

AI-powered compliance and lead generation

Global training and networking opportunities

Fast-track to senior position

High-performance team culture

Qualifications

• Minimum 2 years of experience as a Financial Adviser.
• Expertise in Inheritance Tax products and solutions.
• Certifications such as CFP or CFA are a plus.

Responsibilities

• Advise high-net-worth clients on wealth management.
• Work with pre-booked appointments focused on client needs.

Skills

Expertise in Inheritance Tax products

Wealth management experience

Relationship management skills

Analytical skills

Strong communication abilities

Education

Level 4 Diploma in Financial Advice

Job description

Overview

SELF-EMPLOYED HNW FINANCIAL ADVISER (£50K–£200K OTE) | THE GHERKIN | PRE-BOOKED APPOINTMENTS

Location: On-Site – The Gherkin, London

Salary: £50K Base + 25% Commission (OTE £200K+)

Lead Flow: Pre-Booked Appointments Direct to Your Diary

Client Base: HNW & Ultra-HNW Clients + Existing Client Bank

What’s in It for You?

• 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.
• Prestige & Career Growth – Join a firm targeting £10B AUM, setting new industry standards.
• 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.

Who We’re Looking For

• Minimum 2 years of 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

Qualifications & Licences

• Financial Advice: 2 years (required)

• CII Diploma/ CISI (Level 4, 5, or 6) in Financial Planning? (required)

• Work authorisation: United Kingdom (required)

Work Location

• In person