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A career with purpose.
A team that cares.

At Spend Time, we believe financial planning is about life, not just money. We’re here to help people make confident financial decisions and build futures that reflect what matters most to them.

We want to make a meaningful difference to our clients, our community and the world around us. To do that, we’ve built a business where people are valued, ideas are welcomed, and there’s room to grow.

We’re a close-knit team with a shared commitment to doing things thoughtfully, always putting people first and taking pride in the little details that make a big difference.

If you’re looking for a role where you can develop your skills, enjoy flexibility and be part of something meaningful, we’d love to hear from you.

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Financial planning, done properly. Every time. For every client.

We’re not like most financial planning firms – and that’s deliberate.

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At Spend Time, we believe financial planning should be about helping people, not selling products. That means taking the time to understand every client, giving them genuinely thoughtful advice and doing the best job we can, every time.

There are no sales targets here.

We don’t ask our team to sell investments, hit revenue targets or turn conversations with clients into sales opportunities. Your role is to provide great financial planning and an exceptional level of service. That’s it.

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We don’t believe financial planning should only be done properly when there’s plenty of time, or only for the wealthiest people. For us, doing it properly, every time, for every client isn’t an aspiration – it’s the only way we work.

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That gives our team the freedom to focus on what really matters: listening carefully, thinking deeply, giving good advice and building relationships that last.

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If that sounds like the kind of financial planning you’d be proud to be part of, you might be a very good fit for Spend Time.

Good work starts with feeling valued.

We want everyone at Spend Time to feel supported, appreciated and able to do their best work. That means creating an environment where you can develop professionally, enjoy a healthy balance between work and life, and feel proud of the difference you make.​

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Your wellbeing matters
 

  • Generous annual leave, increasing with each year of service

  • Flexible working hours

  • Competitive salary

  • Pension with generous employer contributions

  • Extra time off between Christmas and New Year

  • A comfortable, welcoming office with on-site parking

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Your development matters

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  • Support towards Chartered Financial Planner status and beyond

  • Professional training and development relevant to your role

  • Opportunities to progress your career

  • Support to build your skills and confidence

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The little extras​

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  • Cycle to Work scheme

  • Payroll charitable giving

  • A smart-casual working environment

  • Paperless office

  • Modern Mac-based technology

Current vacancies

Assistant Financial Planner

Wokingham, Berkshire

Permanent full-time

Our small and friendly Financial Planning Practice is looking for an Assistant Financial Planner to join our team. The role is based in our beautiful Barn office just outside Wokingham.

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.

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Integrity

We do the right thing, even when no one is watching. We take responsibility, act honestly and put our clients' best interests at the heart of every decision.

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Compassion

We take time to listen, understand and care. We recognise that every client and colleague has their own story, and we treat people with kindness, empathy and respect.

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Diligence

We care about getting the details right. We approach our work thoughtfully, take pride in doing things well and follow through on the things that matter.

You don’t need to have everything figured out from day one. What matters is a willingness to learn, a commitment to our values, and a genuine desire to make a difference for our clients and the people around you.

Life at Spend Time...

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When I created Spend Time I was driven by the desire to build a firm with the freedom to do things differently; to provide an amazing, indispensable and enjoyable Financial Planning experience to our clients which truly holds them at the heart of everything we do, powered by an incredible team of individuals who feel valued and involved, and can see the difference they make every day in the work that they do.
 
As we continue on our journey, I look forward to welcoming like-minded individuals to the team who share our Core Values and can help us to remain at the forefront of the Financial Planning profession. In return we promise rewarding roles with support to develop and progress as your career evolves, combined with flexibility and rewards to facilitate your own life well-lived.

Michael Roberts - Director and Chartered Financial Planner

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Get in touch

If you think you'd make a great addition to our team, we'd love to hear from you.

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Spend Time Ltd is registered in England. Our registration number is 11761000. Our registered office address is 71-75 Shelton Street, Covent Garden, London, England, WC2H 9JQ.

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Authorised and regulated by the Financial Conduct Authority.

We are entered on the Financial Services Register No 917358 at https://register.fca.org.uk/.

 

The information contained within the website is subject to the UK regulatory regime and is therefore primarily targeted at customers in the UK

 

Should you have cause to complain, and you are not satisfied with our response to your complaint you may be able to refer it to the Financial Ombudsman Service, which can be contacted as follows:

The Financial Ombudsman Service, Exchange Tower, London, E14 9SR. Tel: 0800 023 4567 or 0300 123 9123. 

www.financial-ombudsman.org.uk

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Please visit our legal declarations pages.

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LEGAL DECLARATIONS

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COPYRIGHT © 2019-2026 Spend Time Ltd All Rights Reserved

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