One of the Times best small companies to work for Equilibrium is the award winning Chartered Financial Planning company that offers a genuinely personalised financial planning and investment management service, giving clients confidence now and in the future.

Headquartered in Wilmslow, Cheshire, we oversee more than £1bn worth of assets and are committed to delivering an exceptional service to all our clients. We also have offices in Knutsford and Chester.

Since 1995, Equilibrium has been providing friendly expertise on wealth and investment management, pensions and estate planning strategies. Going beyond just providing advice on investments, we develop long-term financial plans for clients, making a positive difference to people so that life can be enjoyed.

Due to growth we now require an experienced Chartered paraplanner (or as we call them, Client Manager) to join our fast paced, friendly and supportive team.

We offer all staff the ability to carve their own career path and encourage and support staff members to gain qualifications in order to achieve their goals. We provide a positive and collaborative environment for all team members to ensure we achieve everyone’s full potential.

We believe we offer a slightly different role to a traditional paraplanner as alongside the Financial Planner you will have day to day responsibility for a bank of clients and will be expected to proactively manage and build relationships with the client. Client Managers are often the first point of contact via email and phone whilst providing support for key areas of the planning process including;

  • Tax planning: ISA and pension contributions, CGT planning and tax wrapper selection
  • Estate planning: inheritance tax mitigation and trust planning 
  • Asset allocation: review, compare and establish when rebalance is required. 
  • Individual fund review: review fund selection & identify fund switches
  • Ongoing portfolio reviews: review portfolio’s to identify product sales and purchases. Assess tax position and analyse portfolio returns

To achieve this, as part of your duties you will 

  • Attend client meetings alongside the Financial Planner and create meeting minutes which accurately reflect the information gathered in order to fully document a client’s financial needs and objectives
  • Maintain an ongoing relationship with the clients, keeping them informed, answering queries and arranging review meetings
  • Carry out research and analyse products and services that are appropriate to each client’s financial circumstances then discussing appropriate solutions with the Financial Planner
  • Prepare clear investment strategy, mandate, and recommendation reports, ensuring adherence with regulatory standards for review by the Financial Planner
  • Complete quarterly reviews of clients’ portfolios to support the ongoing client relationship, including maintaining a client file review system to regularly assess client holdings and changing financial priorities
  • Effectively use research and planning systems such as Analytics, O&M, Voyant, Curo and Volume and wrap platforms such as Nucleus and 7IM.
  • Be responsible for ensuring that recommendations are fully implemented in a timely manner
  • Maintain up-to-date knowledge of the industry, compliance and regulatory developments
  • Develop productive working relationships with colleagues and clients throughout the financial services environment, both within and outside of Equilibrium 

The ideal candidate 

  • Confident in preparing and explaining numbers
  • High attention to detail & accuracy
  • Professional and ethical
  • Ability to manage time and organise effectively
  • Ability to work on own initiative
  • Ability to work individually or as part of a team
  • Flexibility
  • IT Literate
  • Excellent people, interpersonal and listening skills
  • High level of customer service

Experience 

  • Chartered Insurance Institute (CII) Level 4 Diploma in Regulated Financial Planning qualified
  • CII Level 6 Advanced Diploma in financial Planning (Chartered Financial Planner)

What we offer in return 

In return for all this excellence we reward our team members with a highly competitive salary along with a fantastic benefits package such as discretionary bonus/profitshare, contributory pension, life assurance (4 x salary) and income protection. We also offer private medical insurance after 2 years of service. 

Everyone on the team has access to Perkbox which gives plenty of rewards and discounts for high street shops, cinema tickets, 24/7 access to a GP online and lots more. We also offer gym discounts and a cycle to work scheme.

We recognise the importance of mental health as well as physical health and have recently added a Headspace subscription as an option to our teams benefits, alongside group meditation and yoga. We also offer financial support for private counselling sessions for everyone in the team should they wish to talk to someone.

We have a flexible working framework which gives our team the opportunity to spend some of their working week outside of the office and the freedom to work at a time that suits them where possible. 

We provide a complimentary breakfast to all staff in the office every day, and offer a very generous holiday entitlement of 33 days plus bank holidays, rising to a maximum of 38 days, linked with length of service. 

Our Spirit Team organise regular team socials and events, including our annual end of year party and the addition of a Summer Fete this year! 

To support our team’s growth and development, we cover the cost of study materials and exam fees for qualifications relevant to the role, as well as the option to take paid study and exam leave. 

And if all that wasn’t enough, we even celebrate National Pizza Day!


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Equilibrium is a trading style of Equilibrium Financial Planning LLP and Equilibrium Investment Management LLP (Limited Liability Partnerships). Equilibrium Financial Planning LLP (OC316532) and Equilibrium Investment Management LLP (OC390700) are authorised and regulated by the Financial Conduct Authority and are entered on the financial services register under references 452261 and 776977 respectively. Registered Office: Ascot House, Epsom Avenue, Handforth, Wilmslow SK9 3DF. Both companies are registered in England and Wales.


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