Jobs
My ads
My job alerts
Sign in
Find a job Career Tips Companies
Find

Technical paraplanner

Wilmslow
Posted: 15h ago
Offer description

Equilibrium is more than just a Chartered Financial Planning company - we’re an award-winning, independent firm based in Handforth, Cheshire, with one clear purpose: making people’s lives better. Whether it’s our clients, our team, our community, or anyone who crosses our path. We believe in creating a positive impact in everything we do. Plus, we’re proudly managing over £1.3bn in assets for our clients. Ready to be part of something big? This is where it all happens! ​Finding the right people is the secret to our success. We're incredibly proud of our amazing team and their dedication to excellence. Join us and you'll enjoy fantastic benefits, a challenging, exciting role, with boundless opportunities for growth and development. We’re serious about what we do, we don’t take ourselves too seriously though, and make time for fun along the way too! ​Our new Technical Paraplanner role sits within Equilibrium’s Transformation team and will enable an experienced paraplanner to add real value to clients, Financial Planners, and Client Managers through the production of high quality, compliant suitability reports and application packs for our specialist propositions. Beyond report writing, the role will support the development and launch of new propositions by testing advice processes, refining templates, and delivering training to our client facing teams. Combining strong technical expertise with process thinking, our Technical Paraplanner will help ensure Equilibrium’s specialist services are delivered consistently, efficiently, and in line with an evolving regulatory environment. ​ ​ To achieve this, our Technical Paraplanner will: ​ Produce comprehensive suitability reports and application packs for specialist propositions including Business Relief products, Venture Capital Trusts (VCTs), Enterprise Investment Schemes (EIS), estate planning solutions, charitable trusts, and workplace pensions, ensuring documentation is accurate, clear, and compliant. Translate complex financial and technical concepts into clear, accessible language, enabling clients to fully understand recommendations and make informed decisions. Support our client facing teams with workplace pension analysis and suitability reporting, assessing scheme features, costs, and investment options and presenting recommendations clearly and compliantly. Develop, maintain, and enhance suitability report templates, ensuring they remain up to date with regulatory changes, reflect Equilibrium’s premium brand style, and support efficient report production. Contribute to the launch of new propositions by testing advice processes end-to-end, identifying issues, and suggesting improvements to documentation and workflows before client delivery. Deliver training and knowledge transfer to client facing teams where responsibility for new propositions is not centralised, ensuring teams understand technical requirements and implementation processes. Maintain high standards of quality and compliance across all technical documentation, staying current with regulatory developments and ensuring FCA requirements are consistently met. Work collaboratively with Financial Planners, Client Managers, and Compliance to ensure specialist advice is delivered efficiently. ​ ​ Qualifications and experience ​ Chartered Insurance Institute (CII) Level 4 Diploma in Regulated Financial Planning, or an equivalent qualification. A minimum of five years’ experience working within in a paraplanning role. ​ ​ 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, the work environment is fast-paced. We have a hard-working, energetic team, who adapt to change easily. We are a friendly and supportive bunch, and Equilibrium’s culture is rooted in fun, collaboration, learning, and growth. We strive for excellence, setting high standards, while fully committing to supporting and nurturing your development, which means we expect your best but we’ll also give you ours. Helping people live the lives they want to live, look after those they love, and leave powerful legacies is part of the day job. We genuinely want to help create more choices and more freedom for our clients, ultimately making their lives, and the lives of those around them, better. To support our team's development, we cover the costs of study materials and exam fees for relevant qualifications. Additionally, we offer paid study and exam leave. We offer an exciting, performance-driven bonus of up to 7%, designed to reward the entire team for successfully completing projects and achieving key milestones. Our team oriented incentive recognises collective effort and results, ensuring everyone shares in the success. To ensure a healthy work-life balance, we offer a generous annual leave package. We also offer a flexible working framework, allowing team members to work from home when appropriate and where reasonable, flex their work hours, in line with business requirements. We also provide the benefits you’d expect from an award-winning company such as bonuses, pension, death in service, income protection and more. ​ ​

Apply
Create E-mail Alert
Job alert activated
Saved
Save
See more jobs
Similar jobs
jobs Wilmslow
jobs Cheshire
jobs England
Home > Jobs > Technical Paraplanner

About Jobijoba

  • Career Advice
  • Company Reviews

Search for jobs

  • Jobs by Job Title
  • Jobs by Industry
  • Jobs by Company
  • Jobs by Location
  • Jobs by Keywords

Contact / Partnership

  • Contact
  • Publish your job offers on Jobijoba

Legal notice - Terms of Service - Privacy Policy - Manage my cookies - Accessibility: Not compliant

© 2026 Jobijoba - All Rights Reserved

Apply
Create E-mail Alert
Job alert activated
Saved
Save