Finance jobs for unique individuals

We house one of the best group of financial advisers and paraplanners in the industry. This is because we train people up to be the best version of themselves. If you are looking for a career in finance or want to move to an ambitious business that focuses on you delve in to what it is like working for Unividual and what career opportunities we have.

The story so far

Established in 2000 by founding director John Baxter, Unividual started as a small financial advice business with a big purpose: to move away from this “one size fits all” approach to financial advice and towards a bespoke model covering all of someone’s personal and business finances. John created a business that focused on clients as unique individuals. This is where the name Unividual was derived from and the business has spent 20 years perfecting this financial advice model.

Unividual's history

Unicademy, our in-house training program

Unicademy was created by Directors Cherie-Anne and Lewis Baxter to combat one of the biggest problems in financial services, an ageing financial adviser population and low numbers of highly qualified paraplanners. On our three year training program you will work as a paraplanner whilst studying for Chartered Insurance Institute (CII) qualifications to become a Chartered Financial Planner. Unicademy also includes mental well-being workshops, private personal development training sessions and a mentor to coach you through everything. After you become Chartered your career at Unividual really gets started either as a Technical Specialist or a self-employed financial adviser. The training program is hard work and will require complete commitment in both work but also outside of work as you progress through your exams. If your sole driver is to work in our industry and you want to become the best at what you do we would like to hear from you.

Apply to Unicademy

Our people are at the heart of everything we do

Every member of our team plays a crucial role in delivering Unividual’s service. A well-executed people strategy is one of the reasons why our business is so different from other financial planning firms. What role could you be playing? Find out more about our collaborative management style and how we get the best out of people.

Our People

What kind of person are we looking for?

Unividual focus on recruiting the right kind of person. When we meet candidates our goal is to find out how aligned they are to our values. We ask people come to their interview themselves, instead of giving the answers they think we want to hear. Find out how we do things and what we look for in our people.

Vision and Values

Current Opportunities

Unividual are on the hunt for unique individuals to join the business. We are currently hiring now so please head over to our Career Opportunities page to find out what roles we are recruiting for.

Career Opportunities

Get in touch

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