At a Glance
- Tasks: Engage with clients, build relationships, and contribute to complex financial planning strategies.
- Company: Award-winning firm known for investing in its people and fostering a supportive culture.
- Benefits: Competitive salary, hybrid working, generous holiday, and comprehensive health benefits.
- Other info: Join a dynamic team with excellent growth opportunities and a focus on personal development.
- Why this job: Be at the forefront of financial planning and make a real difference for clients.
- Qualifications: 5+ years in financial planning, Level 4 Diploma, and strong technical knowledge.
The predicted salary is between 55000 - 65000 € per year.
We're growing, and we're looking for a Paraplanner to grow with us.
This isn't a back-office paraplanning position. If you want to sit quietly behind the scenes, this probably isn't for you. This is a role for someone who loves the technical depth of financial planning and the energy of being in front of clients. You'll attend meetings, own a client bank, build relationships, and be a genuine point of expertise within the team.
You'll work closely with our Financial Planners, contributing to complex planning strategies, preparing recommendation reports, conducting portfolio reviews, and making sure clients always feel looked after.
What we're looking for:
- 5+ years in financial planning or paraplanning
- Level 4 Diploma as a minimum, ideally working towards Chartered, or already there
- Real experience with high-net-worth and complex clients
- Strong technical knowledge across pensions, investments and planning
- Someone who can build trust quickly and manage relationships with confidence
- Proactive, organised, and comfortable working at pace
What you'll get:
- £55-£65k basic salary
- Up to 5% matched pension
- Up to 28 days holiday + bank holidays
- Hybrid working (core hours 10am–4pm)
- Income protection & life assurance (4x salary)
- Private medical (after 2 years)
- Enhanced sick pay, maternity and paternity
- Paid study leave + full exam funding
- 3 paid charity days
- EV salary sacrifice & cycle to work
- Free breakfast, free parking, team events
- Financial support for counselling & Calm app subscription
Why Equilibrium:
We're independently recognised as one of the best companies to work for in the UK. We invest in our people, we're backed by private equity with serious growth ambitions, and we've built a culture where people are supported to develop and do their best work.
If this sounds like the kind of place you'd thrive, we'd love to hear from you.
Locations
Paraplanner in Cheshire, Warrington employer: Equilibrium Financial Planning
Equilibrium is an exceptional employer that prioritises the growth and well-being of its employees, offering a dynamic work environment where Paraplanners can thrive. With a strong focus on professional development, including paid study leave and full exam funding, alongside a supportive culture that values client relationships and technical expertise, you'll find meaningful opportunities to advance your career. Located in a vibrant area, we also provide attractive benefits such as hybrid working, generous holiday allowances, and team events, making it a rewarding place to work.
Contact Detail:
Equilibrium Financial Planning Recruiting Team
StudySmarter Expert Advice🤫
We think this is how you could land Paraplanner in Cheshire, Warrington
✨Tip Number 1
Get to know the company inside out! Research their values, culture, and recent news. When you walk into that interview, you want to show them you’re not just another candidate – you’re genuinely interested in being part of their team.
✨Tip Number 2
Practice your pitch! You’ll need to communicate your experience and how it aligns with their needs. Think about specific examples from your past that showcase your skills in financial planning and client management.
✨Tip Number 3
Network like a pro! Connect with current employees on LinkedIn or attend industry events. Building relationships can give you insider info and might even lead to a referral, which is always a bonus!
✨Tip Number 4
Don’t forget to follow up! After your interview, send a thank-you email expressing your appreciation for the opportunity. It’s a great way to reinforce your interest and keep you top of mind as they make their decision.
We think you need these skills to ace Paraplanner in Cheshire, Warrington
Some tips for your application 🫡
Show Your Passion for Financial Planning:When writing your application, let your enthusiasm for financial planning shine through. We want to see that you’re not just ticking boxes but genuinely excited about the role and how you can contribute to our team.
Highlight Your Client Relationship Skills:Make sure to emphasise your experience with high-net-worth clients and your ability to build trust quickly. We’re looking for someone who can manage relationships confidently, so share specific examples of how you've done this in the past.
Be Clear and Concise:While we love a good story, keep your application clear and to the point. Use bullet points where necessary to make it easy for us to see your qualifications and experience at a glance.
Apply Through Our Website:Don’t forget to submit your application through our website! It’s the best way for us to receive your details and ensures you’re considered for the role. Plus, it shows you’re keen to join our team!
How to prepare for a job interview at Equilibrium Financial Planning
✨Know Your Stuff
Make sure you brush up on your technical knowledge across pensions, investments, and financial planning. Be ready to discuss complex strategies and demonstrate your expertise, as this role requires a solid understanding of high-net-worth clients.
✨Show Your People Skills
Since this position involves building relationships with clients, practice how you'll convey trust and confidence. Think of examples from your past experiences where you've successfully managed client relationships or resolved issues.
✨Be Proactive in the Interview
Don’t just wait for questions; take the initiative to share your thoughts on potential planning strategies or how you would approach client meetings. This shows that you're not only knowledgeable but also eager to contribute right from the start.
✨Ask Insightful Questions
Prepare some thoughtful questions about the company culture, team dynamics, and growth opportunities. This demonstrates your genuine interest in the role and helps you assess if the company is the right fit for you.
