CHARTERED CLIENT MANAGER

Equilibrium is more than just a Chartered Financial Planning company—we’re an award-winning, independent firm based in Handforth, Cheshire, with one clear purpose: making people’s lives better. Whether it’s our clients, our team, our community, or anyone who crosses our path! We believe in creating a positive impact in everything we do.
We’ve been named one of the top 10 companies to work for in the Best Companies Top 100 List 2023, and we’re the #2 Best Financial Services Company to work for in the UK. Plus, we’re proudly managing over £1.25bn in assets for our clients. Ready to be part of something big? This is where it all happens!
Finding the right people is the secret to our success. We’re incredibly proud of our amazing team and their dedication to excellence. Join us and you’ll enjoy fantastic benefits, a challenging, exciting role, with boundless opportunities for growth and development. We’re serious about what we do, we don’t take ourselves too seriously though, and make time for fun along the way too!
We’re not your typical financial planning firm, and this isn’t your typical paraplanner role. We believe that every financial plan should be unique. Our goal is to provide our clients with a life plan that empowers them to live the life they want, look after those they love and leave a powerful legacy. Within the role, you will support our financial planners whilst having day-to-day responsibility for a bank of clients. You will also be expected to proactively manage and build relationships with clients.

QUALIFICATIONS

Chartered Insurance Institute CII Level 6 Advanced Diploma in Financial Planning or an equivalent qualification

Please refer the Job description for details