Generation Investment Management jobs

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.

Job Type: Full-time

Pay: From £50,000.00 per year

Application question(s):

• How many years of experience do you have working as a Financial Adviser in a regulated role?
• Are you currently authorised to provide regulated financial advice in the UK?
• How many years of experience do you have advising high-net-worth clients?
• What was your total annual written business in 2025 (or your most recent full year), measured in fees generated?
• What was your average monthly written business in your most recent role?
• Do you have experience advising on inheritance tax planning and estate planning solutions?
• Are you comfortable conducting both video and face-to-face client meetings?
• Are you comfortable commuting to The Gherkin in the City of London on a hybrid basis?
• Are you legally authorised to work in the United Kingdom?

Licence/Certification:

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

Work Location: In person