Deciding where to take your next career step can be daunting. But don’t worry, we’ve compiled a handy list of frequently asked questions that will hopefully answer any queries you might have.
If you still have a burning question, please don’t hesitate to get in touch and we’ll be happy to help.
Take a look at our current opportunities. If you see one you like, simply fill in the form on that page.
It depends entirely on the role you’re applying for. To join our Diploma Academy the only prerequisite is a positive attitude! For client managers, we require a CII Level 4 Diploma in Regulated Financial Planning (or a plan in place to achieve this).
We aim to get back to you as quickly as possible once all our interviews are complete. This will usually be a week or less. Many employees have commented on how quick our recruiting process is, and we pride ourselves on its efficiency.
We understand the importance of work-life balance and are open to discussing working hours to suit people’s needs.
We have four key values that influence everything we do:
Excellence – be the best
Integrity – always do the right thing
Simplicity – simplify the complex
Growth – never stop learning
Quite simply, great! Our culture is vital to our company’s success, so we work hard to maintain a positive, friendly and supportive environment.
We’re incredibly proud to say that our Equilibrium Foundation has raised over £500,000 for a wide-range of charities since its inception in 2010, and has set a target of reaching £4m by August 2028. We work with various charities through our many programmes and initiatives.
Every member of the Equilibrium team receives three paid charity days a year. Our EQ Charity Champions organise monthly volunteer days at charities recommended by the team for groups of employees to take part in. Of course, you are also welcome to organise your own volunteer day.
We have plenty of team outings! Past events have included bowling and BBQs, not to mention our end of year team briefing which is kept secret every year. Axe-throwing, clay pigeon shooting and escape rooms are just some of the recent surprise activities.
Yes, we do! Client Managers have all CII exams paid for by Equilibrium. We will also pay for non-financial planning exams such as accounting or marketing. Staff also have all exam materials paid for, a day off for study leave per exam and further guidance and support where necessary.
We give staff 33 days' holiday per year, on top of bank holidays. Staff are then given an extra day per complete year of employment until they reach the maximum of 38 days' holiday per year plus bank holidays – which equates to almost nine working weeks of holiday!
To provide a fun and engaging workplace for staff, Equilibrium offers several perks. These include free breakfasts, a 'do not disturb' room for relaxation periods throughout the working day and enrolment in the popular consumer benefits site 'Perkbox'. In addition, we have several board games, a ping pong table, dartboard and snooker table for employees to use so they can unwind. We also encourage staff well-being with initiatives such as regular massages and X-hail mediation sessions.
Yes, definitely! At Equilibrium we have worked hard to establish an environment that allows employees to thrive and develop professionally. As well as offering to pay for various training courses, we have developed a culture where employees can speak openly, discuss ongoing projects and introduce new ideas.
If your CV looks like it might be a perfect fit, you'll receive a phone call from our Head of Culture, Sarah Warburton, to chat about the job and find out a little bit more about yourself. If that goes well you'll be asked to complete a Kolbe, which is a method of finding out how you like to work. If, after this, you look like a good match for the role you will be invited in for a face-to-face interview with four people from the relevant teams.