Equilibrium Diploma Academy

Find the perfect opportunity here at Equilibrium

Two channels for the Academy

Channel 1 (Graduate / School leaver)

Initial salaries Year one

School leaver £19,000
Graduate £21,000 bonus starts when take on clients/perceived adding value

Year 2
School leaver £21,000 plus bonus
Graduate £23,000 plus bonus

Year 3
School leaver £25,000 plus bonus
Graduate £27,000 plus bonus

Channel 2 (Retrain)

Initial salary is dependent on experience but roughly
£25,000 bonus starts when take on clients/perceived adding value

Year 2

+ £2000 and bonus
+ £4000 and bonus


Equilibrium is the award winning Chartered wealth management company that offers a genuinely personalised financial planning and investment management service, giving clients confidence now and in the future.

Headquartered in Wilmslow, Cheshire, we oversee more than £850 million worth of assets and are committed to delivering an exceptional service to all our clients. Recently named one of the top ten best small business to work for by the Sunday Times 100.

The Equilibrium Diploma Academy

We want to ensure that the Financial Services sector and, in particular, wealth management is attracting and retaining the very best talent. Therefore, Equilibrium Asset Management LLP have opened an academy that could see you become CII (Chartered Insurance Institute) Diploma qualified at the end of the programme alongside gaining invaluable experience in paraplanning from an award winning company.

We are looking to recruit only the highest calibre of candidates to become part of our rapidly expanding team of professionals. Whether you are a school leaver, a graduate or you have worked in an office environment, our academy will provide the right individuals with the chance to develop a rewarding career with a forward-thinking company.

What’s included in the Diploma Academy?

Initially you will have access to all areas of company to form an in-depth understanding how the business works.

You will work with marketing, compliance, the investment team, advisers and operations as well as attend client seminars. You will then sit within the client manager area of the business. Experience here will include:

  • Learning systems and processes
  • Sitting in client meetings
  • Relationship building with clients
  • Learning how to take meeting minutes
  • Learning how to carry out product reviews
  • Construction and analysis of portfolios
  • Administration tasks
  • Understanding how we do things at Equilibrium and why
  • A complete understanding of the life cycle of clients
  • How our advisers work and why

You will be part of the client manager team and, as well as soaking up all things Equilibrium, we expect you to be studying for and sitting your diploma exams, RO1 – RO6.

We will provide all the relevant tools and materials for you to complete your exams and expect you to be half way to diploma qualified by the end of year one and completed by the end of year two.

Equilibrium will also carry out quarterly reviews to establish how you are finding the programme and understand what you are learning about us as a business, the way we work, our ethos, the fees we charge etc. These will become increasingly detailed as you progress.

You will have a formal review after the completion of both your first and second year.

About you

  • You have batteries included
  • You are self-motivated and driven
  • You want to gain recognised industry qualifications to be the best you can possibly be
  • You are interested in wealth management as a whole
  • You have a keen eye for detail
  • You have fantastic communication skills
  • You are looking for a career rather than a job
  • You adapt well to change
  • You have a sense of humour
  • You want to be part of a friendly team
  • You embrace technology
  • You want to work for the best

What you get in return

Not only do you get the experience of working with an award winning Chartered wealth management company, you will also get the opportunity to become CII Diploma qualified.

You will be rewarded financially with a fantastic salary as well as some amazing benefits:

  • Starting salary between £19,000 and £26,000 dependent on experience
  • Salary after successful completion of year one between £21,000 and £28,000
  • Salary after successful completion of year two between £25,000 and £30,000
  • 33 days holiday plus bank holidays which gives you the freedom to be yourself
  • Bonus once it has been agreed with your manager that you qualify (this could take up to a year)
  • Paid study leave
  • Paid examinations
  • Complimentary breakfast each working day
  • A great place to work
  • Building blocks to set out your own career path – the sky is the limit!


So, if you’re interested in joining the Equilibrium Diploma Academy please email sarah.warburton@eqllp.co.uk explaining why we should invest in you!