Senior Paraplanner

Job description

Handforth, Cheshire | Hybrid | Up to £70,000

We're Equilibrium. We manage over £1.3bn in client assets, we're Chartered, and we've spent years building something we're genuinely proud of , a financial planning firm that does things differently. High technical standards, real relationships, and a team that actually enjoys coming to work.

We're growing, and we're looking for a Senior Client Manager to grow with us.

What this role actually is

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

• Up to £70,000 basic salary
• Quarterly bonus
• 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.

Extra information

Status

Open

Education Level

Secondary School

Location

Manchester Area

Type of Contract

Full-time jobs

Published at

01-05-2026

Profession type

Accountancy

Full UK/EU driving license preferred

No

Car Preferred

No

Must be eligible to work in the EU

No

Cover Letter Required

No

Languages

English