PIMFA
Join us on 21st of May for our PIMFA Webinar: Embracing Neurodiversity in Wealth Management and Financial Advice
The career landscape is evolving, and the wealth management and financial advice sectors must adapt to attract and support a diverse new generation of talent. Gen Z is entering the workforce with a heightened awareness of inclusivity, mental health, and accessibility, yet many neurodivergent individuals still face barriers in traditional hiring processes and workplace environments.
Session objectives
This session will equip attendees with:
● A foundational understanding of neurodiversity.
● Insights into workplace expectations and how neuroinclusion plays a key role.
● Strategies to attract, recruit, and retain neurodivergent talent in wealth management and financial services.
● Lessons from other industries and companies that have embraced neurodiverse talent.
● Practical adjustments that can make recruitment and workplace environments more inclusive.
Introduction to neurodiversity and what it means
● Defining neurodiversity and common neurodivergent conditions (ADHD, Autism, Dyslexia, etc.).
● Understanding neurodivergent strengths and challenges and their value in finance and wealth management.
● Addressing misconceptions and reducing stigma for neurodivergent hiring.
How businesses can be neuroinclusive
● The importance of fostering a neuroinclusive culture from recruitment to retention.
● Aligning workplace practices with expectations for flexibility, mental health support, and career progression.
● The role of mentorship, employee resource groups, and peer networks in supporting neurodivergent professionals.
Improving internal processes for neuroinclusive recruitment
● Adapting job descriptions, application processes, and interviews to be more accessible to neurodivergent candidates.
Support available for companies and common challenges
● How HR teams can access external support and training to improve neuroinclusion.
● Common barriers neurodivergent professionals face in finance and wealth industries.
● Considerations for supporting neurodivergent employees from hiring through career progression.
What wealth management and finance firms can improve internally
● Identifying gaps in hiring and retention practices.
● Implementing clear career progression pathways for neurodivergent employees from entry-level to leadership.
● Encouraging open conversations and employee-led initiatives to improve inclusion for new joiners.
Key takeaways for participants
● Gain a clear understanding of neurodiversity and why it matters.
● Learn actionable strategies to make hiring processes more inclusive.
● Understand workplace expectations and how to create an environment that attracts top neurodivergent talent.
● Learn from other industries to adapt and implement inclusive hiring and workplace strategies.
● Walk away with practical steps to foster an inclusive and innovative work environment.
Please ensure you are logged into your PIMFA account to see the PIMFA member tickets.
If you don’t have an account with us and your firm is a PIMFA member, please create one here
More about Kate La Trobe
Kate La Trobe is a certified ADHD coach, neurodiversity consultant, and Board Certified Behaviour Analyst with expertise in behavioural science and lived experience as an ADHD’er.
She is passionate about creating neuro-inclusive spaces that empower individuals and embrace diverse strengths.
Through coaching, training, and consultancy, Kate helps individuals navigate being neurodivergent while supporting organisations in fostering truly inclusive environments. She works with businesses, schools, and communities to transform spaces, challenge traditional workplace norms, and unlock the potential of neurodivergent talent.
