At a Glance
- Tasks: Help clients achieve their life goals through tailored financial planning and advice.
- Company: Purpose-led planning firm focused on meaningful client relationships.
- Benefits: Up to £120k total compensation, flexible hours, and significant equity options.
- Other info: Remote work with regular team meetups and excellent career growth opportunities.
- Why this job: Join a founding team and shape the future of wealth advising with innovative approaches.
- Qualifications: Experience in financial planning or a strong desire to transition into advisory roles.
The predicted salary is between 60000 - 80000 £ per year.
We’re a purpose‑led planning firm, which means we start with what clients actually want from their lives, and build the financial plan around that. It changes the quality of the conversation, and the quality of the advice.
Client Partners
Client Partners own the relationship and the life planning conversation – they understand the client’s world, ask the questions that matter, and surface what’s really going on. Each Client Partner serves a niche, and is from that niche. An ex‑partner from a consulting firm, a senior female executive, a former divorce mediator, an empty‑nester.
Wealth Advisers
Wealth Advisers focus on translating these life plans into rigorous, technically sound financial plans. No business development, no client acquisition. You will develop the advice and present it to the client. The Client Partner owns the overall relationship. You will focus on technical mastery.
THE ROLE
Work with clients whose finances span decades of decisions: pensions, ISAs, property, business equity, and increasingly, cross‑jurisdictional complexity. Build forecasts, plans and advice around a rich understanding of clients’ lives and priorities. Custom wealth horizons, not generic buckets. Multiple scenarios, defensible and genuinely personal. Support to become a Registered Life Planner or develop equivalent depth in life planning and behavioural finance. Build and shape the advice framework: structure wealth across timeframes, tax, risk, liquidity, legacy and modern exposures (currency risk, cyber). Input into AI integration. Path to build and lead a Wealth Adviser function as the team grows.
WHO WE ARE LOOKING FOR
- A former adviser with a few years experience, values misaligned at their firm.
- A paraplanner ready to advise, familiar with analytics, eager to step into the advisory role.
- A top‑tier purpose‑led planner, wanting to build and lead a team but ready to start as an adviser.
Relevant qualifications:
- Genuine belief in life planning as a method.
- Chartered Financial Planner or equivalent, or actively working toward it.
- Experience with holistic financial planning across complex client situations.
- Comfort with improving processes, frameworks, early culture.
- Curiosity about AI.
OUR CLIENTS
Professionals and entrepreneurs with complex finances and not enough time to think about them. Typical net worth £500k–£5m across savings, investments and pensions, aged 45‑65, or those who will reach that within five years.
THE PACKAGE
Up to £120k total compensation. Choose split between salary, pension and equity. Equity is significant as this is a people‑owned business.
LOCATION
Remote to start, with team meetups in London every week or two. Plan to open an office in SW London within six to twelve months, with up to three days a week there after that.
FLEXIBILITY
Flexible hours; internal meetings only 10am‑12pm and 1‑3pm, except during busy periods (e.g., tax year end). Eight‑week holiday policy; trust to manage holidays around quieter times for clients.
Wealth Adviser - Founding Team Member in London employer: FreeThenWhat
As a purpose-led planning firm, we prioritise meaningful client relationships and offer a unique opportunity for Wealth Advisers to focus on technical mastery without the pressure of business development. Our flexible work culture, generous holiday policy, and commitment to employee growth through support in becoming a Registered Life Planner make us an exceptional employer. With remote work options and regular team meetups in London, you will be part of a collaborative environment that values your expertise and personal development.
StudySmarter Expert Advice🤫
We think this is how you could land Wealth Adviser - Founding Team Member in London
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like FreeThenWhat. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Wealth Adviser - Founding Team Member in London
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to FreeThenWhat.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on FreeThenWhat's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at FreeThenWhat
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with FreeThenWhat.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at FreeThenWhat will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former FreeThenWhat employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
