At a Glance
- Tasks: Engage with clients, build relationships, and contribute to financial planning strategies.
- Company: Equilibrium, a top-rated company in the UK with a supportive culture.
- Benefits: Competitive salary, hybrid working, generous holiday, and paid study leave.
- Other info: Join a growing team with excellent career development opportunities and a vibrant work environment.
- 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.
What this role actually is
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.
Paraplanner in Manchester employer: Equilibrium Financial Planning
Equilibrium is an exceptional employer that prioritises the growth and well-being of its employees, offering a vibrant work culture where collaboration and client engagement are at the forefront. With competitive salaries, generous benefits including hybrid working, paid study leave, and a commitment to personal development, Equilibrium fosters an environment where you can thrive both professionally and personally. Join us in a role that not only challenges you but also allows you to make meaningful connections with clients and colleagues alike.
Contact Detail:
Equilibrium Financial Planning Recruiting Team
StudySmarter Expert Advice🤫
We think this is how you could land Paraplanner in Manchester
✨Tip Number 1
Get to know the company inside out! Research their values, culture, and recent news. This will help you connect during interviews and show that you're genuinely interested in being part of their team.
✨Tip Number 2
Network like a pro! Reach out to current employees on LinkedIn or attend industry events. Building relationships can give you insider info and even a foot in the door for that Paraplanner role.
✨Tip Number 3
Prepare for those tricky interview questions! Think about your experiences with high-net-worth clients and complex planning. Be ready to share specific examples that highlight your expertise and relationship-building skills.
✨Tip Number 4
Don’t forget to follow up after your interview! A quick thank-you email can leave a lasting impression and show your enthusiasm for the role. Plus, it keeps you on their radar as they make their decision.
We think you need these skills to ace Paraplanner in Manchester
Some tips for your application 🫡
Show Your Passion: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.
Tailor Your Experience:Make sure to highlight your relevant experience in financial planning or paraplanning. We’re looking for someone with a strong background, so don’t be shy about showcasing your skills and achievements that align with what we do.
Be Personable:Since this role involves building relationships with clients, it’s important to convey your interpersonal skills in your application. Use a friendly tone and share examples of how you’ve successfully managed client relationships in the past.
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re keen on joining our fantastic 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 the financial landscape.
✨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 and Organised
Prepare to showcase your organisational skills and proactive approach. You might be asked how you manage your workload or prioritise tasks, so have some strategies in mind that highlight your ability to work at pace while maintaining quality.
✨Ask Insightful Questions
At the end of the interview, don’t forget to ask questions that show your interest in the company and the role. Inquire about their growth plans, team dynamics, or how they support professional development. This will demonstrate your enthusiasm and commitment to being part of their team.
