Life & Wealth Planning for Entrepreneurs - Founding Client Partner

This role is for former entrepreneurs who now want to help others navigate the life and wealth challenges and choices that come with exiting businesses. By building your own practice, you'll enjoy freedom, ownership, and recurring revenue.

We serve clients across a wide range of niches, and each client is served by a Client Partner - an expert in life planning, previously from the same world as them. 'Exited-entrepreneurs' is one of our key niches, and the focus of this role. They are coveted by the wealth management industry. The conversations that matter most in financial planning - about life, purpose, and choices - about timing, trade-offs, what's next - are ones best had with someone like you, who has lived them first hand.

As one of our Client Partners, you’ll own the client relationship and the life planning conversation. In person or remote, you’ll explore the client's world, ask the questions that matter, and surface what's really going on. It’s the beginning of a long-term life and wealth planning relationship. This is a non-regulated role, and our training programme will help you rapidly build the necessary new skills.

You will translate the life priorities you uncover into rigorous financial plans. You know lots of other entrepreneurs who trust your judgement. You like the idea of helping them individually - not with their business - but with their lives.

Your clients will typically be in their 40s-60s, with £500k-£5m in household savings, investments, and pensions (the latter often being understated).

This is a self-employed role, where you build and retain value in your client bank. Most Client Partners will commit around four days a week, but it's possible to start more slowly and phase up the time you spend on it. You’ll lead your own client acquisition efforts, starting with your niche and network. FreeThenWhat provides the infrastructure, brand, and tools to grow beyond it.

With 25 years’ experience building and supporting financial planning firms, we’re confident a committed Client Partner can build an annuity income of £200k or more within a few years. But we'll build and stress-test a concrete plan together during the application process.

The first twelve Client Partners join as Founding Partners - with an enhanced equity stake and a genuine say in how the firm is built. Founded by Adam Price and Caroline Clarkson-Lund, who previously built VouchedFor (the UK's leading client experience platform for financial advisers) and Octopus Money (the UK's first large-scale financial coaching service). We’re building for generations, not an exit. It’s not a side hustle.