At a Glance
- Tasks: Support clients by building financial plans and managing relationships without sales pressure.
- Company: Equilibrium, an award-winning independent financial planning firm in Wilmslow.
- Benefits: Competitive salary, bonuses, generous leave, and funded study support.
- Other info: Hybrid working, dedicated admin support, and excellent career progression opportunities.
- Why this job: Focus on meaningful client relationships and impactful financial advice without the sales targets.
- Qualifications: CII Level 4 Diploma and five years of experience with similar clients.
The predicted salary is between 60000 - 70000 £ per year.
Remember why you got into financial planning?
It probably wasn't the prospecting targets.
Or the networking breakfasts.
Or the quiet dread of a pipeline review when you'd rather have spent the week doing the actual work: understanding a family, untangling an estate, building a plan that changes the shape of someone's life.
Somewhere along the way, a lot of good planners ended up in adviser roles that reward selling over advising. If that's where you've found yourself, this role was designed for you.
We're Equilibrium, an award-winning, independent chartered financial planning firm in Wilmslow with one purpose: making people's lives better.
We've been doing it for more than 30 years and we manage over £1.3bn for our clients.
As a Senior Client Manager, you'd have your own bank of 30 to 40 clients, with assets up to £100m, working alongside our most experienced financial planners, including our CEO.
Picture the week: four or five client meetings, all local, all in office hours.
You're in the room, building the relationship, shaping the strategy, owning everything up to the point of advice.
Estate planning, family dynamics, genuinely complex cases.
No targets.
No prospecting.
Nobody asking what you've brought in.
And you don't have to give up advice to do it.
Our senior client managers can become authorised, signing off straightforward advice and holding client meetings in their own right.
You keep the part of advising you love and hand back the part you don't.
To be clear about who this suits: this is a destination, not a waiting room.
Our seniors build long-term careers here and are paid accordingly, some out-earning junior advisers.
If you're looking for a bridge back to a conventional advice seat, this isn't it.
The rest of life fits around it too.
Hybrid working with a minimum of three office days, core hours 10 to 4, a 37.5-hour week and genuine control of your own diary.
Dedicated admin support.
A Client Services Director who started as a paraplanner and now sits on our board.
You'll bring your CII Level 4 Diploma (chartered, or working towards it, is ideal), at least five years with similar clients, and the warmth to build rapport quickly with clients and senior colleagues alike.
Salary up to £70,000 depending on experience, plus bonus, pension, death in service, income protection, generous annual leave and funded study support with paid exam leave.
This search is being managed on our behalf, in confidence, by Mark Penswick at Antony George Recruitment.
mark. penswick@antonygeorge. com,
Paraplanner in Cheshire employer: Equilibrium Financial Planning
Equilibrium is an exceptional employer, offering a unique opportunity for financial professionals 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. With competitive salaries and comprehensive benefits, including funded study support, we empower our team to make a real difference in clients' lives.
Contact Details:
Equilibrium Financial Planning Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Paraplanner in Cheshire
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Equilibrium Financial Planning. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Paraplanner in Cheshire
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Equilibrium Financial Planning.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Equilibrium Financial Planning's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Equilibrium Financial Planning
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Equilibrium Financial Planning.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Equilibrium Financial Planning will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Equilibrium Financial Planning employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
