Client Manager in Wilmslow

Equilibrium is more than a Chartered Financial Planning company - we’re an award-winning, independent firm based in Handforth, Cheshire, with a clear purpose: making people’s lives better. Whether it’s our clients, our team, or our community, we’re committed to creating a positive impact in everything we do. We’re also proud to manage over £1.3bn in assets on behalf of our clients.

Finding the right people is the secret to our success. We're incredibly proud of our amazing team and their dedication to excellence. In return, we offer a supportive, engaging environment, fantastic benefits, and real opportunities for development. We’re serious about what we do, but we don’t take ourselves too seriously, and make time for fun along the way too!

We're not your typical financial planning firm, and this isn't your typical paraplanner role. We believe that every financial plan should be unique. Our goal is to provide our clients with a life plan that empowers them to live the life they want, look after those they love and leave a powerful legacy. Within the role, you will support our financial planners whilst having day-to-day responsibility for a bank of clients. You will also be expected to proactively manage and build relationships with clients.

To achieve this, our new Client Manager will:

• Attend client meetings alongside the Financial Planner and create meeting minutes that accurately reflect the information gathered to fully document a client's financial needs and objectives
• Maintain an ongoing relationship with the clients, keeping them informed, answering queries and arranging review meetings
• Work alongside the Financial Planner following meetings to discuss the client's circumstances and be involved in creating and implementing a financial strategy to meet the client's financial objectives and circumstances
• Maintain an ongoing relationship with the clients, keeping them informed, answering queries and arranging review meetings
• Carry out research and analyse products and services that are appropriate to each client's financial circumstances and discussing appropriate solutions with the Financial Planner
• Prepare clear investment strategy, mandate, and recommendation reports, ensuring adherence with regulatory standards for review by the Financial Planner
• Complete quarterly reviews of clients’ portfolios to support the ongoing client relationship, including maintaining a client file review system to regularly assess client holdings and changing financial priorities
• Effectively use research and planning systems such as Analytics, O&M, Voyant, Papercloud and wrap platforms such as Nucleus
• Be responsible for ensuring that recommendations are fully implemented in a timely manner
• Maintain up-to-date knowledge of the industry, compliance and regulatory developments
• Work in line with the requirements of the Consumer Duty legislation to achieve the best outcomes for our clients
  

Qualifications

Chartered Insurance Institute (CII) Level 4 Diploma in Regulated Financial Planning, or an equivalent qualification

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 work hard, support each other, and make time for fun along the way, with a strong focus on learning, growth, and development.

We’re committed to helping our people succeed, offering funded study support, including materials, exam fees, and paid study leave.

We also offer a generous annual leave package and a comprehensive benefits package, including pension, death in service, and income protection.