Technical Paraplanner

About Equilibrium

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 peoples 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, and we 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.

• 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.

• Chartered Insurance Institute (CII) Level 4 Diploma in Regulated Financial Planning, or an equivalent qualification.
• A minimum of five years experience working within a paraplanning role.

• 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.

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