Resource 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.

This is a newly created role designed to support operational demands as Equilibrium continues to scale through acquisitions. As a Resource Manager, you will sit within the client-facing operation, coordinating work across the Financial Planner and Client Manager teams to ensure it flows efficiently and in line with business priorities. You will manage capacity, allocate prospects, oversee client onboarding, and maintain high-quality operational data and reporting, combining strong data insight with a deep understanding of individual strengths and team dynamics. The role is critical to driving efficiency through optimal utilisation, while providing the Client Services Director with clear visibility of performance, risks, and the flow of new business. It also offers the opportunity to shape processes, improve systems, and influence how the operation scales as the business grows.

To achieve this, our new Resource Manager will:

• Manage capacity across Financial Planner and Client Manager teams, taking accountability for and leading allocation decisions to ensure work is distributed effectively, fairly, and in line with business priorities, while applying a strong understanding of individual strengths, capabilities, and team dynamics.
• Act as the central point of coordination for all incoming work and new prospects, balancing demand with available resource and constructively challenging where capacity is constrained.
• Oversee the end-to-end onboarding pipeline, proactively identifying delays, resolving bottlenecks, and ensuring a smooth and timely client experience.
• Ensure CRM data, resource planning tools, and reporting are accurate and effective, improving systems to enhance visibility and efficiency.
• Produce and interpret key operational metrics (including utilisation, onboarding timelines, and conversion rates), providing clear insight to support decision-making.
• Forecast future capacity requirements in line with growth plans, identifying risks and making recommendations to support sustainable scaling.
• Monitor service delivery against agreed standards, identifying issues early and escalating with practical solutions.
• Drive continuous improvement across resource management and onboarding processes, working with stakeholders to test and implement changes.
• Develop and maintain clear allocation and segmentation rules to optimise client outcomes and support business strategy.
• Build strong relationships across teams, developing a deep understanding of how individuals and teams operate to ensure allocation decisions reflect both data and real-world capability.
• Support strategic initiatives and ad hoc projects, including performance analysis, process improvement, and integration activity.

Experience

We are looking for someone with proven experience in:

• Resource planning
• Operational coordination
• Workforce or capacity management

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. Our performance-related bonus of up to 7% rewards team success and shared achievements. We also offer a generous annual leave package and a comprehensive benefits package, including pension, death in service, and income protection.