At a Glance
- Tasks: Conduct research and analysis on pensions, investments, and protection for diverse client portfolios.
- Company: Award-winning independent Chartered financial planning firm with a strong growth trajectory.
- Benefits: Up to £50,000 salary, bonuses, flexible working, and funded study leave.
- Other info: Hybrid work model with excellent career progression opportunities.
- Why this job: Join a dynamic team and develop your technical skills in a supportive environment.
- Qualifications: CII Level 4 Diploma or equivalent, plus proven paraplanning experience.
The predicted salary is between 45000 - 55000 £ per year.
We are Equilibrium Financial Planning, an award-winning, independent Chartered financial planning firm based near Wilmslow, managing over £1.4bn for our clients. We are backed by Sovereign Capital and growing by acquisition, which means more complex casework arriving, not less.
From there the work is yours: research, analysis and recommendations across pensions, investments and protection; Average portfolio around £800k, with estates, IHT and multi-generational planning a regular part of the work. Client banks are balanced deliberately, so the casework varies.
- CII Level 4 Diploma in Regulated Financial Planning, or an equivalent qualification
- Proven paraplanning experience with a strong understanding of pensions, investments and protection
- Someone who wants the technical craft long term
- Comfortable working closely with Client Managers and Financial Planners, and comfortable challenging them constructively
If Level 6 and Chartered status is a goal, we cover exam fees and study materials and give you paid study and exam leave.
Hybrid, from our Wilmslow office and from home where appropriate, with a flexible working framework that lets you flex hours around business needs.
Up to £50,000 depending on experience, plus bonus, pension, death in service, income protection, generous annual leave, and funded study with paid exam leave.
Paraplanner (Pensions Management) in Manchester 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.
Contact Details:
Equilibrium Financial Planning Recruitment Team
