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Developing our team

At Equilibrium we are committed to developing our people in order to deliver an excellent service to our clients.

To retain our status as a Chartered firm, our team must demonstrate their technical and professional knowledge through professional qualifications and keep their knowledge and skills up-to-date through continued professional development.

We have a comprehensive training and competency framework in place for all the team to be able to develop and grow within the guidelines set by our regulator, the Financial Conduct Authority (FCA) and in line with the requirements of our professional body, The Chartered Insurance Institute (CII).


Our commitment 

  • Our client managers are the first point of call for our clients. The minimum standard of qualifications for our client managers is to hold, or to be working towards, a CII Diploma in Financial Planning (involving a total of 350 study hours).
  • 27% of our client-facing team have achieved Chartered status. Achieving this qualification shows that an individual has reached the highest level of ability, competence and ethical standards, with at least five years’ relevant industry experience.
  • We created a two-year graduate training programme to attract the very best talent. Programme participants benefit from relevant work experience and become Diploma qualified client managers on completion.
  • Further study and continued professional development is actively encouraged and promoted across the team. We have an annual budget to ensure that all team members are supported in their continued learning and progression.
  • We recently became a CII approved exam centre, meaning our team can take CII exams at the Equilibrium office.


To find out more about the CII qualifications watch our video here.