At a Glance
- Tasks: Conduct research and analysis to create accurate, compliant suitability reports.
- Company: Award-winning independent Chartered financial planning firm with a focus on integrity and growth.
- Benefits: Competitive salary up to £50,000, bonus, generous leave, and funded study support.
- Other info: Flexible hybrid working environment with excellent career growth opportunities.
- Why this job: Join a dynamic team and make a real impact in financial planning without client-facing pressure.
- Qualifications: CII Level 4 Diploma or equivalent, with proven paraplanning experience.
The predicted salary is between 42750 - 52250 £ per year.
Most of what we say about paraplanning at Equilibrium is about the client-facing route. This is the other one, and it matters just as much.
We are Equilibrium Financial Planning, an award-winning, independent Chartered financial planning firm based near Wilmslow, managing over £1.4bn for our clients. Our purpose is simple: making people's lives better. That applies to the people who work here as much as the people we plan for. We are backed by Sovereign Capital and growing by acquisition, which means more complex casework arriving, not less.
The role is a technical paraplanning role and it is non-client-facing by design. You will not be asked to sit in client meetings, present findings or hold relationships. That is a preference some of the best paraplanners hold, and we have built a seat around it.
You will work directly with our Client Managers, who do sit in the meetings and know each case well, so the briefs you receive are real briefs. From there the work is yours: research, analysis and recommendations across pensions, investments and protection; suitability reports that are accurate, compliant and easy for a client to read; a clean record of research and rationale that stands up to scrutiny; and the confidence to flag an issue or an opportunity when the numbers say so.
Our clients bring serious cases. Average portfolio around £800k, with estates, IHT and multi-generational planning a regular part of the work. Client banks are balanced deliberately, so the casework varies.
Who we are looking for:
- CII Level 4 Diploma in Regulated Financial Planning, or an equivalent qualification
- Proven paraplanning experience with a strong understanding of pensions, investments and protection
- Someone who wants the technical craft long term
- Sharp attention to detail and a genuine liking for a good process
- A clear writer, able to make a complex recommendation simple without losing the substance
- Comfortable working closely with Client Managers and Financial Planners, and comfortable challenging them constructively
Growth:
If Level 6 and Chartered status is a goal, we cover exam fees and study materials and give you paid study and exam leave. Some of our paraplanners stay technical and go deep. That is a full career here, not a waiting room.
How we work:
Hybrid, from our Wilmslow office and from home where appropriate, with a flexible working framework that lets you flex hours around business needs. 37.5 hour week. Focused technical work, uninterrupted.
Package:
Up to £50,000 depending on experience, plus bonus, pension, death in service, income protection, generous annual leave, and funded study with paid exam leave.
Our values:
Integrity, growth, simplicity, excellence. We work to high standards, we invest in people, and we do not take ourselves too seriously along the way.
Next step:
This search is being handled in confidence by Antony George Recruitment. A first conversation commits you to nothing. Contact Mark Penswick, Partner, at or message him on LinkedIn.
Paraplanner in Bolton employer: Equilibrium Financial Planning
Equilibrium is an exceptional employer, offering a unique opportunity for Pension Paraplanners to focus on meaningful client relationships without the pressure of sales targets. Located in Wilmslow, our award-winning firm fosters a supportive work culture with hybrid working options, dedicated admin support, and genuine career growth opportunities, allowing you to thrive in your role while enjoying a balanced life.
Contact Details:
Equilibrium Financial Planning Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Paraplanner in Bolton
✨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. 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.
✨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. 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 in Bolton
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 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 how you can be a team player!
How to prepare for a job interview at Equilibrium Financial Planning
✨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.
✨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'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!
