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Level 4 diploma Financial Advisor - job post

Thornton and Baines Independent Financial Advisers
£50,000 - £90,000 a year - Full-time

Job details

Here’s how the job details align with your profile.


  • £50,000 - £90,000 a year

Job type

  • Full-time

Shift and schedule

  • Monday to Friday



Pulled from the full job description

  • Company pension
  • Financial planning services
  • Profit sharing

Full job description

Job Title: Independent Financial Adviser (IFA) – Self-Employed

Location: The Gherkin, City of London

Company Overview: Thornton & Baines IFA, a reputable and long-standing wealth management firm with over 20 years of industry experience, is seeking a dedicated Independent Financial Adviser (IFA) to join our team on a self-employed contract basis. We have over £125 million funds under advice and a strong client base that requires expert financial management and advice.

Role Overview: As an IFA with Thornton & Baines IFA, you will be responsible for providing exceptional financial advice to our high-net-worth clients. You will manage an existing client bank that generates approximately £2k per month in adviser fees and will also handle incoming leads from clients seeking Inheritance Tax (IHT) advice. The role is predominantly office-based, situated in our prestigious office at The Gherkin, City of London.

Key Responsibilities:

  • Provide expert advice on trust planning, pension planning, and investment planning, which constitutes 90% of the workload.
  • Manage and grow a client bank, ensuring their financial needs are met with tailored advice and solutions.
  • Engage with incoming leads and convert them into long-term clients.
  • Maintain a high standard of client care, ensuring client satisfaction and adherence to compliance regulations.


  • Proven track record in delivering exceptional financial advice.
  • Extensive knowledge and experience in trust planning, pension planning, and investment planning.
  • Strong communication and interpersonal skills, with the ability to build and maintain client relationships.
  • Self-motivated and driven, with the capability to work independently within a team environment.
  • Professional qualifications (such as DipFA or equivalent) and FCA authorisation.

What We Offer:

  • Competitive earnings potential: OTE circa £75k in Year 1, £95k in Year 2, and £125k from Year 3 onwards.
  • Access to a strong client bank generating circa £2k per month.
  • High-quality incoming leads from high-net-worth individuals.
  • Prestigious office location in The Gherkin, City of London.
  • Supportive and collaborative working environment with opportunities for professional growth and development.

How to Apply: If you are a highly skilled and motivated IFA looking to join a dynamic and well-established wealth management firm, we would love to hear from you. Please submit your CV and a cover letter outlining your experience and suitability for the role to

Thornton & Baines IFA is committed to equal opportunities and welcomes applications from all suitably qualified individuals.

Job Type: Full-time

Pay: £50,000.00-£90,000.00 per year


  • Financial planning services
  • Profit sharing


  • Monday to Friday

Supplemental pay types:

  • Bonus scheme
  • Commission pay
  • Performance bonus
  • Yearly bonus

Ability to commute/relocate:

  • London: reliably commute or plan to relocate before starting work (required)


  • Financial planning: 2 years (required)


  • Financial Planning Level 4 Diploma to give Financial Advice (required)

Work Location: In person

Application deadline: 23/07/2024

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