Distinct from a traditional administrative position, the role operates autonomously and is responsible for the accuracy, integrity, and effective use of client and business data across our back-office systems.
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Our new Specialist Paraplanner role sits within Equilibrium’s Transformation team and will enable an experienced paraplanner to add real value to clients, Financial Planners, and Client Managers through the production of high quality, compliant suitability reports and application packs for our specialist propositions.
As a Senior Client Manager at Equilibrium, you'll support the Financial Planner with the delivery of complex planning strategies and solutions, managing a client bank with assets up to £100m.
