We believe we offer a slightly different role to a traditional paraplanner. Within the role you will support our Financial Planners whilst having day to day responsibility for a bank of clients and will be expected to proactively manage and build relationships with the client, whilst providing support and planning for key areas of the planning process

We are currently mapping out the future of our service proposition and our digital strategy. Pivotal to that change piece will be our Transformation Team, our CRM back office system and the data it contains. In order to support this significant transformation piece over the coming years, we have a newly created position to help with capacity across the team.

We do things a bit differently at Equilibrium which is why we don’t have a compliance department, but instead we have a Best Practice department. We currently require an experienced Associate to join the team to help in delivering excellence as standard to our clients and colleagues alike.