Financial Planning Specialist

3 days ago


Wilmslow, Cheshire East, United Kingdom Equilibrium Financial Planning Full time
Financial Planning Specialist

At Equilibrium Financial Planning, we're on a mission to make people's lives better. As a Financial Planning Specialist, you'll play a vital role in helping our clients achieve their financial goals.

Key Responsibilities:
  • Support our financial planners in delivering complex planning strategies and solutions
  • Manage a bank of clients with assets up to £100m
  • Attend client meetings and create meeting minutes to document client needs and objectives
  • Research and analyze products and services to recommend solutions to clients
  • Prepare clear investment strategy, mandate, and recommendation reports
  • Complete portfolio reviews to support ongoing client relationships
Requirements:
  • Chartered Insurance Institute (CII) Level 4 Diploma in Regulated Financial Planning
  • At least 5 years of relevant industry experience
  • Excellent communication and problem-solving skills
  • Ability to work in a fast-paced environment
What We Offer:
  • Competitive salary and benefits package
  • Opportunities for growth and development
  • Flexible working framework
  • Minimum of 33 days holiday plus bank holidays

We're an award-winning company that values our team members' development and well-being. If you're passionate about financial planning and want to make a difference in people's lives, we'd love to hear from you.



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