At a Glance
- Tasks: Support Client Managers by preparing research and documentation for client advice.
- Company: Award-winning, independent Chartered Financial Planning firm in Handforth, Cheshire.
- Benefits: Generous annual leave, flexible working, study support, and competitive bonuses.
- Other info: Exciting growth opportunities as the company expands with an ambitious strategy.
- Why this job: Join a fun, collaborative team making a real impact on clients' lives.
- Qualifications: CII Level 4 Diploma in Regulated Financial Planning or equivalent experience required.
The predicted salary is between 40000 - 50000 £ per year.
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.
Plus, we're proudly managing over £1.4bn in assets for our clients.
As we embark on an ambitious acquisitions strategy, we're entering an exciting new chapter that will see our business grow significantly, making it a great time to join our team!
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!
Our Paraplanner role sits behind the scenes, working closely with our Client Managers to prepare the research, analysis, and documentation that underpins the advice our clients receive.
This is a non-client facing role, suited to someone who doesn't want direct client contact as part of their day to day work.
You'll be a trusted partner to your Client Manager, giving them the confidence that the groundwork is accurate, compliant, and ready to support great client outcomes.
To achieve this, our Paraplanner will
- Prepare research, analysis, and recommendations across pensions, investments, and protection, tailored to individual client circumstances and objectives.
- Produce clear, accurate, and compliant suitability reports, ensuring recommendations are well evidenced and easy for clients to understand.
- Work closely with Client Managers to understand client objectives, ask the right questions, and turn these into sound recommendations.
- Maintain accurate and up to date records of research and recommendations, in line with Equilibrium's compliance and quality standards.
- Keep up to date with regulatory changes, product developments, and market conditions, applying this knowledge to research and reports.
- Build strong working relationships with Client Managers and Financial Planners, providing support and flagging any issues or opportunities you identify.
- Contribute to the continuous improvement of paraplanning processes and templates, helping the wider team work more efficiently.
- Maintain the confidentiality and security of client information at all times.
Qualifications and experience
- Chartered Insurance Institute (CII) Level 4 Diploma in Regulated Financial Planning (or an equivalent qualification).
If progressing to the CII Level 6 Advanced Diploma and Chartered status is one of your goals, we'll support you by covering the cost of your exams and study materials, as well as providing paid study and exam leave.
- Proven experience working in a paraplanning role, with a strong understanding of pensions, investments, and protection.
At Equilibrium, we live our values through the following
- Integrity - we treat everyone with respect, take responsibility for ourselves and what we do, and are open and authentic in all of our dealings.
- Growth - we foster a growth mindset, with a curiosity and desire to learn and grow both professionally and personally.
- Simplicity - we look for the clearest path to the best outcome, being adaptable in our approach.
We are clear communicators with the ability to land a message appropriate to our audience.
- Excellence - we will consistently work to high standards, showing great care and attention to detail in everything that we do.
So why join us?
At Equilibrium, we have a hard-working, energetic team who are committed to adapting and evolving as we grow.
We are a friendly and supportive bunch, and our culture is rooted in fun, collaboration, and teamwork.
We strive for excellence, setting high standards while investing in your professional development.
We expect your best, and we'll give you ours in return.
Helping people live the lives they want to live, look after those they love, and leave powerful legacies is part of the day job.
We genuinely want to create more choices and more freedom for our clients, ultimately making their lives, and the lives of those around them, better.
To support your professional development, w e cover the costs of study materials and exam fees for relevant qualifications. Additionally, we offer paid study and exam leave.
To help you maintain a healthy work-life balance, we offer a generous annual leave package, alongside a flexible working framework that allows team members to work from home where appropriate and flex their working hours in line with business requirements.
We also provide the benefits you'd expect from an award winning company, including bonuses, pension, death in service, income protection, and more.
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Paraplanner employer: Equilibrium Financial Planning LLP
Equilibrium Financial Planning LLP is an exceptional employer located in Handforth, Cheshire, offering a collaborative work culture that prioritises employee development and mentorship. As a Senior Client Relationship Lead, you will not only manage a diverse client bank but also have the opportunity to grow professionally alongside experienced Chartered Financial Planners, ensuring a rewarding career path in the financial services sector.
Contact Details:
Equilibrium Financial Planning LLP Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Paraplanner
✨Tip Number 1: Tap Into Professional Networks
The finance world loves a good connection, so jump into industry-specific groups on platforms like LinkedIn where you can find discussions on financial controlling. Engaging in these communities can expose you to hidden job leads that aren't openly advertised!
✨Tip Number 2: Attend Finance Events and Conferences
Make it a mission to attend finance-related events and conferences, even virtual ones! This is a golden opportunity to network face-to-face with people from companies like Equilibrium Financial Planning LLP. You never know who might be your next boss or a crucial contact!
✨Tip Number 3: Showcase Your Expertise
Consider writing articles or sharing insights related to financial controlling or industry trends. Publish these on platforms like LinkedIn to establish yourself as a knowledgeable player in the field. This not only increases your visibility but also catches the attention of recruiters from Equilibrium Financial Planning LLP.
✨Tip Number 4: Apply Directly on Company Websites
Since you're going for a full-time gig, don't forget to keep an eye on the careers page of companies you're interested in, like Equilibrium Financial Planning LLP. Many companies prefer candidates who apply through their website as it shows genuine interest and makes your application stand out!
We think you need these skills to ace Paraplanner
Some tips for your application 🫡
Show Off Your Numbers Game:In financial controlling, detail is everything! Make sure your CV showcases your proficiency with numbers—highlight any relevant experience in budgeting, forecasting, or working with financial software. Quantifying your past achievements will make you stand out, so don’t be shy about flaunting those impressive percentages or cost savings you've implemented.
Tailored Cover Letter is Key:Your cover letter is a chance to shine, especially for a full-time role. Use it to express your genuine interest in Equilibrium Financial Planning LLP and the specific impact you hope to make in financial controlling. Mention any relevant qualifications or experiences that align with the company’s goals, and don’t forget to show that you're ready for a long-term commitment!
Certifications Matter:List relevant certifications such as ACCA or CIMA on your CV. These qualifications not only showcase your dedication to the field but also your technical competence in financial principles. If you have any ongoing training or courses, make sure to mention those as well to demonstrate your commitment to continual learning in financial controlling.
Don’t Overlook Soft Skills:While numbers are crucial, so are those soft skills! Financial controllers need strong communication and analytical reasoning abilities. We recommend embedding examples of these skills in your CV and cover letter, like how you’ve successfully delivered financial reports to stakeholders or collaborated with teams to improve processes. Let’s show Equilibrium Financial Planning LLP how you can be a team player!
How to prepare for a job interview at Equilibrium Financial Planning LLP
✨Brush Up on Technical Skills
Make sure you're comfortable with key financial concepts, especially around forecasting, budgeting, and variance analysis. Sometimes, interviewers may throw in technical questions or case studies, so practicing these types of scenarios will help you shine!
✨Showcase Your Financial Acumen
If you've had experience with specific financial software like SAP or Oracle, make it known! Be ready to discuss how you used these tools to improve processes or reporting, as this hands-on knowledge can really set you apart in a full-time role with Equilibrium Financial Planning LLP.
✨Know Your Numbers
In full-time interviews, especially in financial controlling, be prepared for numerical reasoning tests or questions. Brush up on your mental maths and understand how to interpret and analyse financial statements on the spot, as this may come up during the assessment.
✨Connect with Company Goals
Familiarise yourself with Equilibrium Financial Planning LLP's financial objectives and any recent developments. During the interview, try to weave your understanding of their business model and challenges into your answers—this shows your genuine interest and alignment with their goals!
