Artificial Intelligence (AI) is transforming industries, and financial planning is no exception. The question is, will AI swallow up the roles of financial planners and client managers (paraplanners)?
I have been at Equilibrium for nearly 10 years and it still remains a great place to work. Even though the company has grown substantially over the years, it has maintained it’s culture.
Started at Equilibrium
August 2009
Current job title
Advisory Client Manager
Job title when first joined
Client Manager
What do you remember from when you first started?
I originally started on a three month contract before joining full time. My original interview was a year earlier, and I was glad that Debbie had remembered me when they were looking for staff for the wrap project.
What's the biggest positive change you've seen during your time at EQ?
The company is growing year on year, and the staff numbers have increase from around 30 when I started to around 80 now.
What's been your biggest personal challenge so far, and how did you overcome it?
I look after a number of clients who may require more complex planning. Even with this being the case I try my best to exceed their expectations each and every time.
What's your favourite EQ memory?
Some of the events at the year-end staff briefing such as going shopping at the Trafford Centre, cocktails at Cloud 23 etc.
What excites you about your future at EQ?
The company continues to grow but remains in the Sunday Times Best Companies Lists.
How did your current role come about?
My role came about as a number of client managers came to me for advice and I also perform quite a lot of the planning in advance for the clients I look after. Being authorised allows me to give advice to clients if the adviser is away on holiday for example.
