Equilibrium are a Chartered Financial Planning company based in Handforth, Cheshire. Since 1995, we have been providing friendly expertise on wealth and investment management, pensions and estate planning strategies. We currently manage over £1billion of assets.

Recently named ‘Best Companies’ Number 1 Financial Services Company to work for in the UK. Our purpose is to make people’s lives better and to ensure we deliver on this we provide a fantastic working environment that’s positive, collaborative, progressive and a lot of fun.

As a forward thinking entrepreneurial business we are always looking at ways to improve. As part of this we are updating our CRM system as well reviewing as our Finance systems to ensure we are fit for future.

In order to grow and improve we are now looking for someone to join our Finance team to project manage and deliver several change programs. This is a hands on role that requires someone to roll up their sleeves and partake in the implementation piece. 

As part of this role the ideal candidate will be instrumental in the mapping and testing of our new CRM system to ensure that it reports and measures the relevant information for Finance.

Reporting to our Financial Controller our ideal candidate will deliver all Finance related change initiatives. This will include analysing processes, documents and project requirements, documenting current and future business processes, identifying opportunities for improvement and owning the delivery of agreed projects.

We are looking for the right person and are flexible on working hours and the working week in order to suit the right candidate. 

Main Responsibilities:

  • Delivering major change for the finance team.  
  • Moving from dependence on Excel to more efficient systems and processes.
  • Managing risks and ensuring continued integrity of finance information.
  • Identifying and delivering productivity improvements.
  • Working with Financial Controller to agree priorities.
  • Working with Transformation and Finance teams to ensure successful migration to our new CRM system.  
  • Specifically responsible for ensuring integrity of financial data is maintained, productivity improvements are delivered and financial MI is in place on migration.
  • Implementing simple change management processes to help prioritise and track change, ensuring benefits identified and realized.

The person we need to take on this role will have the following experience: 

  • Qualified ACA/CIMA; minimum 3 years post qualified experience
  • Delivering productivity improvements
  • Knowledge of Power BI and Dynamics essential
  • Experience of leading a major system upgrade to a full Dynamics, Oracle, SAP, Business Central or another enterprise level product. 
  • Highly beneficial would be experience of working in wealth management, investment asset management or financial services sector.
  • Be highly IT literate with strong Microsoft office skills, especially in Excel 
  • Enjoy interrogating data and responding to challenges raised by the senior management team and wider business 
  • Be keen to understand our key processes and how our business works 
  • Have a high attention to detail & accuracy 
  • Have strong problem solving skills with an analytical approach 
  • Have the ability to manage time and organise effectively 
  • Have excellent people, interpersonal and listening skills  
  • Be motivated with a ‘batteries included’ attitude 
  • Be comfortable in a fast paced environment 


So why join us? 

At Equilibrium, the pace is fast. Our team thrives off the dynamic environment and we easily adapt quickly to changes. Our hard-working, friendly team have fostered a healthy working environment to ensure we all get the opportunity to learn and grow.  
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.

To allow people to take rest and time off we offer 33 days holiday plus bank holidays as a minimum going up to 38 days based on length of service.

In order for people to have a life out of work we also 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 also provide the normal perks that you’d expect from an award-winning business such as profit share, pension, death in service, income protection and much more besides. 


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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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