Equilibrium Asset Management are an award winning Chartered wealth management company based in Handforth Dean, Cheshire. Named one of the top 10 best small companies to work for in the Times Top 100 survey for the second year running. We oversee more than £850 million worth of assets and provide a positive and collaborative environment for all team members to ensure we achieve everyone’s full potential.

We believe we offer a slightly different role to a traditional paraplanner. Within the role you will support our Financial Planners whilst having day to day responsibility for a bank of clients and will be expected to proactively manage and build relationships with the client, whilst providing support and planning for key areas of the planning process including;

  • Tax planning: ISA and pension contributions, CGT planning and tax wrapper selection
  • Estate planning: inheritance tax mitigation and trust planning
  • Asset allocation: review, compare and establish when rebalance is required.
  • Ongoing portfolio reviews: review portfolio’s to identify product sales and purchases. Assess tax position and analyse portfolio returns.

As part of the role a Client Manager can expect to:

  • Attend client meetings alongside the Financial Planner and create meeting minutes which accurately reflect the information gathered in order to fully document a client’s financial needs and objectives
  • Maintain an ongoing relationship with the clients, keeping them informed, answering queries and arranging review meetings
  • Carry out research and analyse products and services that are appropriate to each client’s financial circumstances then discussing appropriate solutions with the Financial

Planner

  • Prepare clear investment strategy, mandate, and recommendation reports, ensuring adherence with regulatory standards for review by the Financial Planner
  • Complete quarterly reviews of clients’ portfolios to support the ongoing client relationship, including maintaining a client file review system to regularly assess client holdings and changing financial priorities
  • Effectively use research and planning systems such as Analytics, O&M, Voyant, Curo and Volume and wrap platforms such as Nucleus and 7IM.
  • Be responsible for ensuring that recommendations are fully implemented in a timely manner
  • Maintain up-to-date knowledge of the industry, compliance and regulatory developments
  • Develop productive working relationships with colleagues and clients throughout the financial services environment, both within and outside of Equilibrium

The ideal candidate is;

  • Confident in preparing and explaining numbers
  • High attention to detail & accuracy
  • Professional and ethical
  • Ability to manage time and organise effectively
  • Ability to work on own initiative
  • Ability to work individually or as part of a team
  • Flexibility
  • IT Literate
  • Excellent people, interpersonal and listening skills
  • Report writing, with ability to explain financial terminology in plain English
  • High level of customer service

Experience required

As a minimum we require all our client managers to have experience within a similar role and either Chartered Insurance Institute (CII) Level 4 Diploma in Regulated Financial Planning qualified or with a specific plan in place to achieve this qualification.

Desired Requirements;

  • Chartered Insurance Institute (CII) Level 4 Diploma in Regulated Financial Planning qualified.
  • CII Level 6 Advanced Diploma in financial Planning (Chartered Financial Planner)
  • Institute of Financial Planning Certified Financial Planner
  • CM Certification or Fellowship Certificate in Discretionary Management

Being a member of the EQ team they will have no problems:

  • Getting things done
  • Being authentic and real, we don’t want any phoneys
  • Displaying massive amounts of enthusiasm, energy, positivity, motivation and passion without exhausting those around you!
  • Passionate about learning and growth
  • Motivated to do a great job
  • Able to change tack without it sending you into a tail spin
  • Comfortable with change and a fast paced environment
  • Displaying huge amounts of integrity, a fantastic work ethic and generally being a great person to have around!

About us

Finding the right people is at the heart of our success. Our hard-working, friendly team have fostered a healthy working environment that aims to bring out the best in everyone that works here.

We are very proud of our team and their commitment to excellence. We reward all team members with some of the most competitive salaries in the market place, challenging and exciting roles, fantastic benefits and a great place to work.

We have a friendly and relaxed recruitment process that sets up apart from other companies from the very start!

If you want to enjoy the time you spend at work and believe you have the relevant qualifications, a commitment and willingness to work for an award winning, forward thinking business, then why not check us out on FacebookTwitter or Instagram to see what the team get up to!

The package

Competitive basic salary, contributory pension, bonus, 33 days holiday plus bank holidays (going up to 38 with length of service) plus loads of other great benefits.

Find out more about what you get here


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Equilibrium Asset Management LLP (OC316532) and Equilibrium Investment Management LLP (OC390700) are authorised and regulated by the Financial Conduct Authority and are entered on the financial services register under references 452261 and 776977 respectively. Registered Offices: Brooke Court, Lower Meadow Road, Handforth Dean, Wilmslow, Cheshire, SK9 3ND. Both companies are registered in England and Wales.


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