You will lead deep client relationships for a next-generation life and wealth planning firm launching in 2026. By mentoring high-net-worth individuals—such as exited founders and senior executives—you help them navigate complex financial crossroads. You'll bridge the gap between personal values and financial structure, supported by a professional wealth advisory infrastructure.
Founding Partner (Life & Wealth Planning) at Freethenwhat Ltd
Are you a senior leader or exited founder looking for a more meaningful second act? This is a unique opportunity to join a high-caliber founding team building a new category of life and wealth planning. You'll help successful individuals navigate their most complex financial and personal crossroads, using your career experience to provide clarity most advisors can't. With the potential to build a £200k+ recurring revenue practice and earn an early equity stake, you’ll leverage the infrastructure of a firm founded by fintech pioneers while enjoying the freedom of a self-employed model.
Overview
Role overview
Company
Freethenwhat Ltd
Innovative life planning venture founded by the creators of VouchedFor and Octopus Money
Responsibilities
What you will do
- Cultivate a specialist niche of clients, such as exited founders or management consultants, helping them define their life goals and trade-offs.
- Collaborate with in-house Wealth Advisers to translate client visions into robust financial strategies, acting as the primary relationship lead.
- Build and scale your own advisory practice from scratch using the firm’s proprietary brand, compliance framework, and coaching infrastructure.
Candidate profile
Who this is a fit for
- Senior professional with 10-20+ years of experience as an exited founder, strategy consultancy partner, or leader in high-level career advocacy.
- Exceptional communicator who is energized by one-to-one mentoring and has the standing to ask difficult questions of highly successful individuals.
- Resilient entrepreneur with a strong professional network and the commercial drive to build a client base in a self-employed capacity.
What makes it remarkable
Why this role is remarkable
- Join as one of the first 12 Founding Partners to receive an enhanced equity stake and a direct hand in shaping the company's DNA before the 2026 launch.
- Build a high-value, self-employed practice with the potential to generate £200k+ in recurring revenue while retaining ownership of your client book.
- Founded by proven fintech pioneers Adam Price and Caroline Clarkson-Lund, offering world-class training in life planning without requiring prior financial qualifications.
Jack & Jill
How Jack & Jill work together
Meet Jack
Jack gets to know what you're great at and what you want next, then searches 14 million jobs daily and introduces you directly to hiring managers.
How does this work?
Jack's an AI agent for job searching and career coaching. He works for you.
Jill is the AI recruiter working for the company. She recruits from Jack's network.
If it's a match and the company wants to meet you, they'll make the intro. In the meantime, if you'd like, Jack will send you excellent alternatives.