Associate Financial Planner (Pura Vida)

Leeds, with flexibility to work at home

Pura Vida Financial Planning Ltd

Job Description

About Us


We’re experiencing rapid growth and looking for new talent to join our growing team.


At Pura Vida, our mission is to improve the quality of life of our clients, our team and those they care about, with a big emphasis on our team. Pura Vida translates to ‘Pure Life’. Two of our founders picked up the expression when they were travelling in Costa Rica. It can be used to describe the simple life or good life. As a business that’s what we are about, even if it’s a small part, we hope we can contribute to each of us living our own good life. It’s one of the reasons we love turning up to ‘work’ every day.


The industry talks a good game about helping our clients live their best lives, yet how many firms help their team live their best lives? We hear time and time again about failed succession plans and glass ceilings. We plan to change it.


We exist to improve the quality of life of everyone involved in the business.


By working with the most talented people in the industry, we believe that by working in a collaborative model, we can build something better. To make that work, we all need to benefit from the personal, professional, and financial advantages of success.


About You


It’s likely that you’ll currently be working as a Paraplanner or a Trainee / Associate Financial Planner role, and that you’ll hold some (or all) of the modules for a Diploma in Regulated Financial Planning.


Initially, you’ll use your expertise to support c50 clients. This will involve regular interactions with these clients so you can align their goals and aspirations with their financial plans. Through this work, it’s likely that you’ll be introduced to prospective clients, although initially the clear focus will be on ensuring that our existing clients experience the best service in the market.


Working with a small team of highly qualified and successful Chartered Financial Planners, you’ll be enrolled in a structured and funded training program, which will facilitate your development into a Senior Financial Planner. The program is delivered in-house and through an external partnership with NextGen Planners. It’ll lead to you securing further relevant qualifications and it will expose you to all the skills you will need to progress your career.


As part of your role, you will have incredible support in building your own client base. We will help you take a niche approach to your marketing and will have coaching and mentorship from some of the most talented people in the profession.


You will in time develop freedom and flexibility of location and working pattern, we are building a business to enjoy ourselves. We want to support you and build something incredible together.


As you’ll be joining a growing business, it’s likely that you’ll be exposed to a range of responsibilities.


Next Steps


If this sounds interesting, please get in touch to arrange an informal exploratory conversation with our Managing Director Adam Downes on adamdownes@puravidafp.com – we’d love to hear from you.