PIMFA
Join us on 21st of May for PIMFA Bright Futures Virtual Masterclass: Embracing Neurodiversity in Wealth Management and Financial Advice
The landscape of early careers recruitment 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 and its relevance in early careers.
● Insights into Gen Z 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 early career hiring.
How businesses can be neuroinclusive for early careers and Gen Z
● The importance of fostering a neuroinclusive culture from recruitment to retention.
● Aligning workplace practices with Gen Z’s expectations for flexibility, mental health support,
and career progression.
● The role of mentorship, employee resource groups, and peer networks in supporting early-career
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 early-career 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 specific to early careers.
● 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 graduates and young professionals.
Key takeaways for participants
● Gain a clear understanding of neurodiversity and why it matters in early careers.
● Learn actionable strategies to make hiring processes more inclusive.
● Understand the expectations of Gen Z and how to create a workplace 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.
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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.
