At a Glance
- Tasks: Lead client relationships and mentor high-net-worth individuals in life and wealth planning.
- Company: Innovative life planning venture founded by fintech pioneers.
- Benefits: Enhanced equity stake, potential for £200k+ revenue, world-class training.
- Other info: Build your own advisory practice with strong support and resources.
- Why this job: Be a founding partner and shape the company's future before its launch.
- Qualifications: 10-20+ years of experience in high-level roles and exceptional communication skills.
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.
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.
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.
The ideal candidate:
- 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.
Founding Partner (Life & Wealth Planning) at innovative life planning venture from the founders[...] in London employer: Jack & Jill
As a Founding Partner at this innovative life planning venture in London, you will be part of a pioneering team shaping the future of wealth management. The company offers a unique opportunity to build a high-value practice with significant earning potential while receiving world-class training and support from industry leaders. With a strong emphasis on mentorship and personal growth, this role allows you to cultivate meaningful client relationships and make a lasting impact in the lives of high-net-worth individuals.
StudySmarter Expert Advice🤫
We think this is how you could land Founding Partner (Life & Wealth Planning) at innovative life planning venture from the founders[...] in London
✨Tip Number 1
Network like a pro! Get out there and connect with people in the industry. Attend events, join relevant groups, and don’t be shy about reaching out to potential clients or partners on LinkedIn. Remember, it’s all about building those relationships!
✨Tip Number 2
Showcase your expertise! Consider hosting workshops or webinars where you can share your knowledge on life and wealth planning. This not only positions you as an authority but also helps you attract the right clientele who resonate with your approach.
✨Tip Number 3
Leverage social media to your advantage! Share insights, success stories, and valuable content that speaks to high-net-worth individuals. Engaging with your audience online can help you build trust and credibility before they even meet you.
✨Tip Number 4
Don’t forget to apply through our website! We’re all about making connections and finding the right fit. By applying directly, you’ll get a chance to showcase your passion for this innovative venture and how you can contribute to shaping its future.
We think you need these skills to ace Founding Partner (Life & Wealth Planning) at innovative life planning venture from the founders[...] in London
Some tips for your application 🫡
Show Your Passion:When writing your application, let your enthusiasm for life and wealth planning shine through. We want to see how your values align with our mission and how you can contribute to shaping our innovative venture.
Tailor Your Experience:Make sure to highlight your relevant experience in mentoring high-net-worth individuals or building client relationships. We’re looking for someone who can bridge personal values with financial strategies, so connect the dots for us!
Be Authentic:Don’t be afraid to show your personality! We value authenticity and want to get to know the real you. Share your journey, your challenges, and what drives you in this field—this will help us see if you’re a good fit for our team.
Apply Through Our Website:We encourage you to submit your application through our website. It’s the best way for us to receive your details and ensures you don’t miss out on any important updates about the role. Let’s get started on this exciting journey together!
How to prepare for a job interview at Jack & Jill
✨Know Your Niche
Before the interview, take some time to research and understand the specific needs of high-net-worth individuals, especially those who are exited founders or senior executives. Tailor your responses to demonstrate how your experience aligns with their unique challenges and aspirations.
✨Showcase Your Mentoring Skills
Since this role involves mentoring clients, prepare examples from your past where you've successfully guided individuals through complex decisions. Highlight your communication style and how you build trust, as these are crucial for establishing deep client relationships.
✨Demonstrate Entrepreneurial Spirit
This position is all about building a practice from scratch. Be ready to discuss your entrepreneurial experiences, including any challenges you've faced and how you've overcome them. Show that you have the commercial drive and resilience needed to thrive in a self-employed capacity.
✨Ask Insightful Questions
Prepare thoughtful questions that reflect your understanding of the company's vision and the life planning industry. This not only shows your genuine interest but also gives you a chance to assess if the company aligns with your values and career goals.
