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.

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. This will be a varied role that will see the ideal candidate supporting the transformation team across data, processes and systems as well as supporting our wider team with any queries that they might have.

Our new systems support team member will:

  • Support our MI Analyst with regular data reporting
  • Create new reports and dashboards utilising data primarily from dynamics 365
  • Work with our Systems Lead to maintain and develop our dynamics 365 back office system
  • Provide dynamics systems support to staff
  • Build and test new processes to support specific business requirements
  • Work on system integrations and automation to enhance our CRM and remove work from the client management team

The person we need to take on this role will:

  • 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

In an ideal world you would have:

  • Experience in using Microsoft Dynamics
  • Experience of working with Power BI
  • Knowledge of Financial Services

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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