At a Glance
- Tasks: Manage investment portfolios and research new opportunities to shape our financial strategy.
- Company: Award-winning independent financial planning firm with a positive impact culture.
- Benefits: Flexible working, generous leave, study support, bonuses, and professional development.
- Other info: Fun, collaborative environment with excellent career growth opportunities.
- Why this job: Join a dynamic team and influence the future of investment management.
- Qualifications: Investment management experience and strong analytical skills required.
The predicted salary is between 60000 - 75000 £ per year.
Equilibrium is more than just a Chartered Financial Planning company – we’re an award-winning, independent firm based in Handforth, Cheshire, with one clear purpose: making people’s lives better. Whether it’s our clients, our team, our community, or anyone who crosses our path, we believe in creating a positive impact in everything we do. Today, we proudly manage more than £1.4bn on behalf of our clients. But we're not standing still. We're embarking on an ambitious acquisitions strategy that will see our business, our investment proposition and our assets under management grow significantly over the coming years. It's an exciting chapter in our journey, and a rare opportunity to join our investment team at a time when you'll be able to help shape what comes next.
Finding the right people is the secret to our success. We're incredibly proud of our talented team and their dedication to excellence. Join us and you'll enjoy a challenging and rewarding role, fantastic benefits, and genuine opportunities to grow your career as our business continues to evolve. We’re serious about what we do, but we don’t take ourselves too seriously, and we make time for fun along the way too!
Our new Portfolio Manager will play a key role in managing our IFSL Equilibrium portfolios while helping to shape the future of our investment proposition as we grow. We're looking for someone with strong investment management experience, excellent analytical skills and the confidence to contribute ideas that will influence both our portfolios and our long-term strategy.
To achieve this, our new Portfolio Manager will:
- Work as part of the portfolio management team managing the IFSL Equilibrium portfolios
- Research new investment opportunities and present investment recommendations to the Investment Team and wider Investment Committee
- Keep up to date with political and economic developments that may affect the financial markets
- Analyse client portfolios and present the findings to Financial Planners and clients
- Help to manage discretionary client portfolios
- Support our marketing activity by helping to communicate our investment insights to clients
What we're looking for:
- Strong presentation and report writing skills
- Analytical thinking
- Strong IT skills
- Excellent attention to detail
Qualifications:
- Minimum Diploma (Level 4) qualified via CISI, CII or CFA (including IMC or equivalent)
- Ideally Chartered via CISI or CFA
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 have a hard-working, energetic team who are committed to adapting and evolving as we grow. We are a friendly and supportive bunch, and our culture is rooted in fun, collaboration, and teamwork. We strive for excellence, setting high standards while investing in your professional development. We expect your best, and we'll give you ours in return. Helping people live the lives they want to live, look after those they love, and leave powerful legacies is part of the day job. We genuinely want to create more choices and more freedom for our clients, ultimately making their lives, and the lives of those around them, better.
To support your professional development, we cover the costs of study materials and exam fees for relevant qualifications. Additionally, we offer paid study and exam leave. To help you maintain a healthy work-life balance, we offer a generous annual leave package, alongside a flexible working framework that allows team members to work from home where appropriate and flex their working hours in line with business requirements. We also provide the benefits you'd expect from an award winning company, including bonuses, pension, death in service, income protection, and more.
Portfolio Manager in Wilmslow employer: Equilibrium Financial Planning
Equilibrium is an exceptional employer, offering a unique opportunity for Pension Paraplanners 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.
Contact Details:
Equilibrium Financial Planning Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Portfolio Manager in Wilmslow
✨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 Portfolio Manager in Wilmslow
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.
