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- Tasks: Build strong relationships and provide life and wealth planning support to high achieving women.
- Company: FreeThenWhat, a company dedicated to empowering women through financial planning.
- Benefits: Self-employed flexibility, potential earnings over £200k, and the chance to make a real difference.
- Other info: Join a team with 25 years of experience and develop your own client pipeline.
- Why this job: Utilise your skills to impact women's lives positively while enjoying a flexible work schedule.
- Qualifications: Professional background in financial planning and strong relationship-building skills.
FreeThenWhat is seeking a Client Partner to build strong relationships and provide life and wealth planning support to high achieving women. This self-employed role allows you to spend around four days a week supporting clients while developing your own pipeline. With 25 years of experience behind the founders, the expected income can exceed £200k a year. If you're ready for a genuine opportunity to utilize your professional background to impact women's lives, we’d love to hear from you.
Senior Life & Wealth Planner — Client Partner employer: FreeThenWhat
Contact Detail:
FreeThenWhat Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Life & Wealth Planner — Client Partner
✨Tip Number 1
Network like a pro! Reach out to your connections and let them know you're on the lookout for opportunities. Attend industry events or webinars where you can meet potential clients and partners—it's all about building those relationships!
✨Tip Number 2
Showcase your expertise! Create content that highlights your knowledge in life and wealth planning. Whether it's a blog post, a video, or even a social media update, let people see what you can offer. This will help you stand out and attract the right clients.
✨Tip Number 3
Be proactive in reaching out to potential clients. Don’t wait for them to come to you! Use platforms like LinkedIn to connect with high-achieving women who might benefit from your services. A personalised message can go a long way in making a great first impression.
✨Tip Number 4
Apply through our website! We’re always looking for passionate individuals who want to make a difference. By applying directly, you’ll have a better chance of getting noticed and landing that dream role as a Client Partner.
We think you need these skills to ace Senior Life & Wealth Planner — Client Partner
Some tips for your application 🫡
Show Your Passion: When writing your application, let your enthusiasm for supporting high-achieving women shine through. We want to see how your background aligns with our mission and how you can make a real impact in their lives.
Tailor Your CV: Make sure your CV is tailored specifically for the Client Partner role. Highlight relevant experience in life and wealth planning, and don’t forget to showcase any successes you've had in building strong client relationships.
Craft a Compelling Cover Letter: Your cover letter is your chance to tell us why you're the perfect fit for this role. Share your story, your motivations, and how you plan to develop your own pipeline while supporting clients. Keep it personal and engaging!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for this exciting opportunity. Don’t miss out on the chance to join our team!
How to prepare for a job interview at FreeThenWhat
✨Know Your Audience
Before the interview, research FreeThenWhat and their mission to support high-achieving women. Understand their values and how your experience aligns with their goals. This will help you tailor your responses and show that you're genuinely interested in making an impact.
✨Showcase Your Relationship-Building Skills
As a Client Partner, building strong relationships is key. Prepare examples from your past experiences where you've successfully developed client relationships or provided exceptional support. Highlight your ability to connect with clients on a personal level, especially women, as this is crucial for the role.
✨Demonstrate Your Planning Expertise
Be ready to discuss your knowledge and experience in life and wealth planning. Bring specific examples of how you've helped clients achieve their financial goals. This will not only showcase your expertise but also reassure them that you can provide valuable support to their clients.
✨Prepare Questions That Matter
At the end of the interview, you'll likely have the chance to ask questions. Prepare thoughtful questions about their approach to client partnerships and how they measure success. This shows your interest in the role and helps you assess if it's the right fit for you.