£20,000 -£30,000

Equilibrium Asset Management are an award winning Chartered wealth management company based in Handforth Dean, Cheshire. Recently named the 5th best small company to work for in the Times 100 survey and  New Model Adviser Firm of the Year 2016 we oversee more than £750 million worth of assets. We provide a positive and collaborative environment for all team members to ensure we achieve everyone’s full potential.

We believe we offer a slightly different working environment to most IFA’s as we have 7 advisers and over 34 support staff. We have a team of highly qualified client managers (what we call paraplanners) who require an administrator to support their busy workloads.

Within the role you will assist in the administration for a bank of clients and will be expected to proactively provide support for key areas including

  • Tax planning: ISA and pension contributions, CGT planning and tax wrapper selection
  • Estate planning: inheritance tax mitigation and trust planning
  • Asset allocation: review, compare and establish when rebalance is required.
  • Individual fund review: review fund selection & identify fund switches. 
  • Ongoing portfolio reviews: review portfolio’s to identify product sales and purchases. Assess tax position and analyse portfolio returns.

You will be responsible for:

  • Liaising with client managers and product providers
  • Obtaining personalised quotes and product details
  • Maintaining back office systems and client files

The ideal candidate will have:

  • Previous relevant experience gained within an IFA environment 
  • Friendly and approachable personality .
  • Accuracy, precision and high attention to detail.
  • Professional and ethical approach.
  • The ability to manage time and organise effectively.
  • The ability to work on own initiative.
  • A good level of IT literacy.
  • An interest in further qualifications such as the CII Diploma in Financial Planning would be advantageous

What we offer in return: 

We recognise the importance of our staff. As such reward all with a highly competitive salary along with a fantastic benefits package such as bonus (13% last year), contributory pension, life assurance (4 x salary) and private health insurance.

We provide a complimentary breakfast to all staff every day, and a very generous holiday entitlement of 33 days plus bank holidays, rising to a maximum of 38 days due to length of service.