Spend Time was designed from the very beginning to be a socially and environmentally aware Financial Planning practice, with a vision to create a world where everyone can get the help they need to understand their finances, plan for the future and make good financial decisions.
We strive to consider even the tiniest detail in our quest to be the best a Financial Planning firm can be. Despite being now just four years old, our approach has seen us grow to having a waiting list for new clients who wish to work with us; a testament to the valuable service we aim to provide.
We seek like-minded people to join us in our beautiful offices at The Barn, to help us on our journey to making true Financial Planning available to everyone. If you’d like to be part of our team doing things differently, we’d love to hear from you.
Opportunities at Spend Time
Our team are vital to providing a high quality service to our clients, and in return we offer an attractive package to reward our team members.
Generous holiday entitlement, increasing by 1 day for each year of service
Flexible working hours
Support to achieve Charted Financial Planner status and beyond
Support with other professional development relevant to your role
Career progression opportunities and support
Pension scheme with generous employer contributions
The added extras
Extra time off between Christmas and New Year
Paperless office powered by Mac devices running the latest software
Cycle to work scheme
Payroll charitable giving
Annual sight test
Smart-casual dress code
Located in a beautiful converted barn in Wokingham
Parking available on site
The Barn, Waterloo Road, Wokingham, UK
This is an employed paraplanner role, working alongside our existing Financial Planner, Michael, to provide an exceptional Financial Planning experience to our wonderful clients. A structured progression into the Financial Planner role is available if desired.
Our core values
Our Core Values underpin everything that we do - if you find yourself identifying with these as you read them, you could be just what our team is looking for and we invite you to get in touch.
Our team says
I enjoy working with my friendly and supportive colleagues at Spend Time. As a small team, everyone's views and ideas of how we can continually improve the practice are listened to and valued. We have a lovely client base and it's a privilege and joy to serve our wonderful clients.
I love our Core Values which underpin all the work that we do and provide a sure foundation upon which the practice can blossom and grow."
Vicki Watts - Practice Co-Ordinator