At a Glance
- Tasks: Engage with clients, build relationships, and contribute to complex financial planning strategies.
- Company: Equilibrium, a top-rated company in the UK with a supportive culture.
- Benefits: Competitive salary, hybrid working, generous holiday, and wellness support.
- Other info: Join a growing team with excellent career development opportunities.
- 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.
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 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 holiday allowances, and comprehensive benefits including private medical care and paid study leave, we empower our Paraplanners to excel in their roles while fostering meaningful relationships with clients. Our commitment to employee development and support, combined with our recognition as one of the best companies to work for in the UK, makes Equilibrium a truly rewarding place to build your career.
Contact Detail:
Equilibrium Financial Planning Recruiting Team
StudySmarter Expert Advice🤫
We think this is how you could land Paraplanner
✨Tip Number 1
Get to know the company inside out! Research their values, culture, and recent news. This will help you connect with them 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 might even lead to a referral, which is always a bonus!
✨Tip Number 3
Prepare for those interviews by practising common questions and scenarios specific to paraplanning. Think about how your experience aligns with their needs, especially around client relationships and technical expertise.
✨Tip Number 4
Don’t forget to follow up after your interview! A quick thank-you email can leave a lasting impression and shows 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
Some tips for your application 🫡
Show Your Passion:Let us see your enthusiasm for financial planning! In your application, share why you love working with clients and how you enjoy the technical aspects of the role. This will help us understand your fit for our dynamic team.
Tailor Your CV:Make sure your CV highlights your experience with high-net-worth clients and complex financial situations. We want to see how your background aligns with what we're looking for, so don’t be shy about showcasing your skills!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you’re the perfect fit for this role and how you can contribute to our team. Be genuine and let your personality come through – we love to see the real you!
Apply Through Our Website:We encourage you to apply directly through our website. It’s the easiest way for us to receive your application and ensures you don’t miss out on any important details about the role. Plus, we love seeing applications come in through our own platform!
How to prepare for a job interview at Equilibrium Financial Planning
✨Know Your Stuff
Make sure you brush up on your technical knowledge, especially around pensions, investments, and financial planning strategies. Be ready to discuss complex scenarios you've handled in the past, as this role demands a strong grasp of these areas.
✨Show Your People Skills
Since this position involves building relationships with clients, be prepared to share examples of how you've successfully managed client relationships before. Highlight your ability to build trust quickly and communicate effectively.
✨Be Proactive and Organised
Demonstrate your proactive nature by discussing how you manage your workload and stay organised, especially when working at pace. Share specific tools or methods you use to keep everything on track, as this will show you're ready for the fast-paced environment.
✨Ask Insightful Questions
Prepare thoughtful questions about the company culture, team dynamics, and growth opportunities. This shows your genuine interest in the role and helps you assess if it's the right fit for you, while also demonstrating your enthusiasm for being part of their team.
