Join the team

Have you got what it takes to join the team? If you're passionate about helping people retire successfully, have the mindset to thrive in a high-performing team and want to work in a business that values quality over quantity, then you would be a great fit for Proposito Financial Planning

Why work with us?

At Proposito Financial Planning, we specialise in guiding people through one of life’s biggest transitions: Retirement.
Based in the heart of the Cotswolds, we are a small, highly specialised team focused on helping clients build clarity, confidence and peace of mind about their financial futures. With over 25 years of experience, we bring a proactive, transparent approach to financial planning that’s grounded in collaboration, honesty and empathy.

We believe that work should be meaningful, collaborative, and grounded in genuine care for the people we serve (and each other).

Whether you’re just starting out on your financial services career or experienced in the world of financial planning, joining Proposito means being part of a high-performing team that values integrity, continual personal & professional growth and purposeful relationships with clients and colleagues.

Our Passion & Philosophy

Our vision is clear: to create a world where people are inspired to live a life with more meaning and more happiness. We do this by planning the best retirement journeys for our clients so they feel the freedom to enjoy their most fulfilling retirement.

We believe that great planning starts with great listening. Our philosophy revolves around understanding each of our client’s unique story, their goals, their dreams and their ideal lifestyle so we can craft retirement strategies that are not just financially sound—but personally meaningful.

We’re proud to help clients move from uncertainty to clarity, and from fear to freedom.

Our people

We look for people who are intrinsically motivated by:

Building Relationships

The ability to build strong relationships with clients and colleagues is key. Empathy, collaboration and communication skills, and a genuine desire to help clients are some of the personal qualities we look for. We work closely as a team and with our clients, fostering an open dialogue and shared success.

Autonomy

We encourage our team members to be proactive, take ownership and do meaningful work to ensure our client’s receive the best and most appropriate level of support. Autonomous problem solving and creativity are important attributes to enable the business to continually improve

Mastery

Being driven to continuously learn and improve ensures we can stay agile and responsive, always adapting to meet the evolving needs of our clients and the changing financial landscape.

Purpose

You find meaning in making a genuine difference to clients’ lives. We provide clarity and calm, helping our clients feel secure and supported at every stage of their journey

We are hiring!

Senior IFA Administrator

We are looking for an experienced IFA Administrator to provide professional and efficient technical administration support to our clients and colleagues. As a member of our team, you will be passionate about providing the best service to our clients, have a strong attention to detail and a talent for building relationships.

This position would suit someone who enjoys taking ownership, has a willingness to learn and enjoys being at the centre of a busy and successful advice team. Training is available to support ongoing personal and professional development to support your career in Financial Services and potentially move into a Paraplanner role.

If you are a client focused team player, ideally with a background in retirement and estate planning, click here for the Job Specification and how to apply.