EQUILIBRIUM FINANCIAL PLANNING LLP Salary

Rating of the company
based on 0 evaluations
5 reviews in total
  Wilmslow
ASCOT HOUSE EPSOM AVENUE HANDFORTH WILMSLOW SK9 3DF ENGLAND
TIN: OC316532
Rating of the company
based on 0 evaluations
5 reviews in total

Earnings on positions in EQUILIBRIUM FINANCIAL PLANNING LLP

Estimated salary

£ 3333

Median salary at EQUILIBRIUM FINANCIAL PLANNING LLP

£ 2083 Lowest salary
£ 3212 The average salary
£ 4166 Highest salary

EQUILIBRIUM FINANCIAL PLANNING LLP is looking for employees for positions:

paraplanner

Benefits

  • profit sharing

Working hours

  • full-time | Permanent
  • full-time
  • part-time | Permanent

Salary

  • salary

Requirements

  • in an ideal world you would have achieved the Chartered Insurance Institute Level 4 Diploma in Regulated Financial Planning or CII Level 6 Advanced Diploma in Financial Planning or an equivalent qualification
  • A passion to learn, an interest in financial planning and a strong work ethic is all you really need to succeed at Equilibrium
  • well, that’s why you are joining us! A passion to learn, an interest in financial planning and a strong work ethic is all you really need to succeed at Equilibrium
  • well, that’s why you are joining us! Qualifications aren’t the be all and end all, our Founder doesn’t have a degree and it’s not got in his way

Responsibility

  • attend client meetings alongside the Financial Planner and create meeting minutes which accurately reflect the information gathered in order to fully document a clients financial needs and objectives
  • prepare clear investment strategy, mandate, and recommendation reports, ensuring adherence with regulatory standards for review by the Financial Planner
  • be responsible for ensuring that recommendations are fully implemented in a timely manner

personal assistant

Working hours

  • full-time

Benefits

  • profit sharing

Salary

  • salary

client manager

Working hours

  • full-time
  • full-time | Permanent

Benefits

  • profit sharing

Salary

  • salary

Responsibility

  • be responsible for ensuring that recommendations are fully implemented in a timely manner
  • prepare clear investment strategy, mandate, and recommendation reports, ensuring adherence with regulatory standards for review by the Financial Planner
  • work alongside the Financial Planner following meetings to discuss the clients circumstances and be involved in creating and implementing a financial strategy to meet the clients financial objectives and circumstances

client manager

Requirements

  • ​Chartered Insurance Institute Level 4 Diploma in Regulated Financial Planning, or an equivalent qualification
  • chartered Insurance Institute CII Level 6 Advanced Diploma in Financial Planning or an equivalent qualification
  • chartered Insurance Institute Level 4 Diploma in Regulated Financial Planning, or an equivalent qualification
  • in an ideal world, you hold/be working towards Chartered Insurance Institute CII Level 6 Advanced Diploma in Financial Planning
  • at least 5 years of relevant industry experience

Responsibility

  • attend client meetings alongside the Financial Planner and create meeting minutes that accurately reflect the information gathered to fully document a client's financial needs and objectives
  • be responsible for ensuring that recommendations are fully implemented in a timely manner

engineer

Requirements

  • minimum of 2 years of experience in data engineering or a related field
  • azure SQL database
  • azure Data Factory
  • power Automate
  • power Query

Responsibility

  • review and evaluate our current processes, suggesting any improvements where required, and continuously evolve data processes to optimise performance and efficiency

management accountant

Requirements

  • qualified accountant - CIMA/ACCA/ICAEW, with a minimum of 1 year post-qualification experience

Responsibility

  • oversee Risk Management and Compliance responsibilities, including preparing and submitting VAT returns to HMRC, filing regular reports to the FCA, and reviewing monthly payroll prepared by the People department
  • maintain a management accounts reporting model with relevant updates, such as the rollover of the financial year and code mapping
  • support the FD in preparing the annual budget and recurring re-forecasting processes

manager

Requirements

  • previous event management experience. Proven experience managing client communications, proactively driving engagement throughout all stages of the event process

Earnings on positions in EQUILIBRIUM FINANCIAL PLANNING LLP

Average salary in this position
Average salary in this position in the country
client manager
3388 £
-1%
3382 £
engineer
3333 £
3%
3415 £
management accountant
3750 £
-12%
3325 £
manager
2916 £
16%
3382 £

National average salary

2950 £

Average salary in this company

3212 £