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Finance jobs for unique individuals

Looking for a career in finance? Want to move to a business that focuses on wellbeing, diversity and inclusion? Delve in to what it is like working for Unividual or browse our current vacancies.

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.

Find out more about Unividual’s story

Current Opportunities

Unividual are on the hunt for unique individuals to join the business. We are currently hiring for a paraplanner in Bath. When you work as a Paraplanner in Unividual you will find this an analytical role, focusing on data gathering and drafting detailed reports to shape advice for clients. The complexity of tasks will depend on the candidate’s level of experience but we are looking to hire someone experienced to replace two paraplanners who are becoming Associate Financial Advisers in our business.

Find out more or apply

George’s Journey at Unividual

At Unividual, we don’t just offer jobs, we carve out careers. George joined us as a Paraplanner, and he’s stepping into a new role as an Associate Adviser. His story is a testament to the way we invest in our people, providing hands-on experience, mentorship, and structured career progression.

“Since starting at Unividual as a Paraplanner, I’ve always felt like part of the family. I’m currently transitioning into an Associate Adviser role, and as part of my development, I’ve been shadowing current advisers. This hands-on experience, combined with ongoing mentorship from those who have already made the journey, has been invaluable in helping me build confidence in my technical abilities and client-facing skills. The leadership team’s guidance, support, and encouragement have given me the tools I need to succeed.” – George

If you’re looking for a career where you’ll be supported every step of the way, Unividual could be the place for you. Whether you’re starting out, transitioning into a new role, or aiming for leadership, we provide the mentorship, training, and real-world experience to help you thrive.

Want to be part of our team? Let’s chat.

From Graduate to Growing Career: Jack’s Story

At Unividual, we believe in investing in talent from the ground up, creating opportunities for graduates to kickstart their careers in a supportive and nurturing environment. Jack joined us straight out of university at the end of last year, stepping into the world of financial services as a Financial Planning Administrator. His journey so far speaks to the culture we’ve built, one that prioritises personal and professional growth.

“Starting my career as a Financial Planning Administrator at Unividual has been an incredibly rewarding experience and an ideal first job since graduating from university. What truly sets Unividual apart is how much the company cares about its employees. From day one, I felt like more than just an employee, I felt like a valued member of the team. The supportive environment has allowed me to grow both professionally and personally, and the company’s focus on my individual aspirations has been remarkable. Unividual is dedicated to helping me become the person I want to be, not just fitting me into a role they need to fill. I feel incredibly fortunate to have started my career here and am excited to continue developing in a workplace that genuinely supports my growth.” – Jack

We’re always looking for ambitious graduates who are ready to take their first steps into financial services. If you want to build a career in an environment that values you as an individual, we’d love to hear from you.

Thinking about your next step? Let’s chat.

More Than a Workplace: Ruth’s Story

At Unividual, success isn’t just about business growth, it’s about people too. Ruth has been with us for ten years, experiencing first-hand how our commitment to innovation, care, and support shapes both our team and our clients. Her journey reflects the culture we’ve built, one where challenges are met with resilience, and people are valued beyond just their roles.

“I’ve worked at Unividual for a decade of my life. It’s been incredible to see the dedication this team has for growing a successful yet caring business. Yes, we’ve faced challenges, but I am thankful we always innovate whilst striving to achieve our own and client goals. I also faced personal challenges, and Unividual has been as supportive as my own family, from counselling through to time off, flexible working, and adapting my role. I have never worked for a company that treats everyone around it like family. This just is ‘The Unividual Way’.” – Ruth

At Unividual, we don’t just hire employees, we welcome people into a team that supports them both professionally and personally. Whether you’re looking for career progression, a workplace that values your individuality, or a team that feels like home, Unividual is a place where you can truly belong.

Want to work somewhere that puts people first? Reach out to us

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