Careers at Porta Partners

At Porta Partners, we do things differently. We believe that traditional financial advice often forgets about the human beings behind the numbers. Put simply, we start with life goals first, and work backwards to the financial plan.

We're a City-based firm that helps professionals, business owners and families translate money into meaning.

We act as trusted guides through life’s big decisions, helping our clients work less, travel more, or simply breathe a bit easier.

That philosophy doesn’t just apply to our clients. It applies to how we build our team too.

Because of that unique, life-first approach, we’re growing quickly and we’re looking for ambitious, motivated people who want to build their careers with us.

Two ways to build your career with Porta

We’re currently growing in two distinct ways, depending on where you are in your career.

Associates

This path is for people at the start of their journey into financial planning.

You’ll join us as an Associate, learning the ropes of high-level financial planning from the ground up as part of our close-knit London team.

This isn’t just a job. It’s a clear career path. Our long-term goal is to support and train you to become a fully qualified Financial Adviser.

If you’re ambitious, eager to learn, and drawn to an environment that values people, transparency and jargon-free advice, this is the right place to start.

Experienced Financial Advisers

This path is for qualified, experienced advisers who are looking for the next step in their advisory career.

Many advisers reach a point where they want to practise financial planning in a way that feels more aligned – with their clients, their values, and how they want to work long-term.

At Porta, we offer an environment built around life-first planning, clarity and trust.

One where experienced advisers can continue their careers within a firm that puts life relationships at the centre of advice.

Watch: Careers, culture and life at Porta

What our Financial Advisers value most about working at Porta

Watch financial advisers Hannah and Colm talk about what it’s really like to build a career at Porta – from developing close relationships with clients and combining analytical thinking with the human side of money, to learning and growing in a team that’s doing financial advice differently.

Why the profession needs more women

The financial advice profession has changed enormously, but outdated perceptions of what the job involves could still be putting women off. Watch James McPartland and the team talk about the human side of modern financial planning, why women remain underrepresented and the opportunities for more women to build successful careers in the profession.

What Clients Say

    
 
 
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   Versha Patel 
 
 
 
 Trustindex verifies that the original source of the review is Google. We recently onboarded with Porta Partners after a thorough search for a financial adviser who could handle the full complexity of our situation. From the first conversation they were thorough, personable, and clearly across the detail. It's early days but we're already confident we're in good hands. Highly recommend
  
 
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   David Kirk 
 
 
 
 Trustindex verifies that the original source of the review is Google. We have the pleasure of working with James and Hannah over the last couple of months and the initial experience is fantastic. They took time to understand our circumstances and objectives, reviewed our current positions and then laid out a jargon free strategy. We look forward to working with them for the future.
  
 
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   Richard Stevens 
 
 
 
 Trustindex verifies that the original source of the review is Google. Very approachable and very professional. I have found them to be invaluable in assisting in my financial planning.
  
 
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   matt quill 
 
 
 
 Trustindex verifies that the original source of the review is Google. The advice provided by James and his team has been exceptional. I would always recommend the services provided by Porta Partners.
  
 
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   Mandy Mackenzie 
 
 
 
 Trustindex verifies that the original source of the review is Google. From introduction to establishing my portfolio and setting up a new pension the team have been truly excellent.  Particular thanks to James & Ollie for dealing with me so professionally and compassionately.  Can’t recommend highly enough.
  
 
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   Danielle Regan 
 
 
 
 Trustindex verifies that the original source of the review is Google. Great experience so far with Porta Partners, would highly recommend
  
 
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   C McGuigan 
 
 
 
 Trustindex verifies that the original source of the review is Google. 👍
  
 
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   Iskrena Braynova 
 
 
 
 Trustindex verifies that the original source of the review is Google. Aaron Crossman is a young and ambition individual with a deep knowledge of investment. I highly recommend Arron if you are looking for someone who is ready to give you his time and advice about your money.
  
 
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   Simon Maxwell 
 
 
 
 Trustindex verifies that the original source of the review is Google. One of the best decisions I’ve made was talking to these guys. Professional from the start. They’ve really sorted out my finances…. to the extent that I’m now very optimistic about what the future looks like for me and, most importantly, my family.
  
 
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   katherine murphy 
 
 
 
 Trustindex verifies that the original source of the review is Google. James and the Porta team have been able to provide invaluable expertise, unlike any we’ve experienced before. Fantastic. Thanks James!

Who we are

We’ve built a close-knit team with decades of combined experience and a shared commitment to keeping financial advice life-focused, human and jargon-free.

Different backgrounds, one shared belief: The money clients entrust to us represents years of hard work and sacrifice. So every financial plan is created with the exact same care, thought and long-term focus we’d want for our own families.