Paraplanner (Pensions Management) in Cheshire, Wilmslow

Paraplanner (Pensions Management) in Cheshire, Wilmslow

Cheshire +1 Full-Time No working from home possible
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Paraplanner and Senior Paraplanner Equilibrium, Wilmslow Paraplanner: up to £50,000. Senior Paraplanner: up to £70,000. Eight advisers are backed by around 40 planning specialists, each one the named contact for their own client bank, answering the calls, sitting in every client meeting, and often knowing the client's situation better than the adviser does. The firm has grown organically since 1995, now looks after £1.4bn for more than 1,500 clients from its Wilmslow office, and took investment from Sovereign Capital Partners in 2025 to back its next stage of growth without losing what makes the model work. Paraplanner, up to £50,000 You will build the technical foundations behind every recommendation: research, analysis and report writing that gives the client-facing team what they need to advise well. Senior Paraplanner, up to £70,000 You will become the named point of contact for your own client bank, working alongside an adviser but owning the day to day relationship. Equilibrium's view is that this role now sits closer to co-chair than to the traditional paraplanner working behind the scenes. What will not work here is treating this as a stepping stone to becoming an adviser. Equilibrium is looking for people who want to build a career as a planning specialist, not use it as a waypoint.

Locations

CheshireWilmslow

Paraplanner (Pensions Management) in Cheshire, Wilmslow employer: Equilibrium Financial Planning

Equilibrium Financial Planning is an exceptional employer, offering a dynamic work environment in the heart of Wilmslow, where you can thrive as a Paraplanner in Pensions Management. With a strong focus on employee development, we provide support for professional qualifications and a flexible hybrid working model that promotes work-life balance. Our commitment to a collaborative culture ensures that you will be part of a team that values your expertise and encourages growth, making it a rewarding place to advance your career.

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Contact Details:

Equilibrium Financial Planning Recruitment Team