Financial Adviser Manager

£50-70,000 

Equilibrium Asset Management is the award winning Chartered wealth management company, named as one of the best small companies to work for in the Times 100 Best companies list.

Headquartered in Wilmslow, Cheshire, we oversee more than £750 million worth of assets and are committed to delivering an exceptional service to all our clients.

Since 1995, Equilibrium has been providing friendly expertise on wealth and investment management, pensions and estate planning strategies. Going beyond just providing advice on investments, we develop long-term financial plans for clients, making a positive difference to people so that life can be enjoyed.

We require a Financial Adviser Manager to support the founder of the business in managing a growing team of financial advisers. Working with the founder and the Managing partner this position requires an individual who is able to work across all departments, ensuring that the team of advisers deliver the company’s objectives.

This newly created position requires someone with exceptional people skills as well as a proven ability to deliver against objectives. This is an exciting opportunity for the right person to help grow and shape the future of Equilibrium. As the founders ‘right hand person’ this position will present its own unique set of challenges but will be highly rewarding for the right person.

The Person and Experience:

  • Must be from a wealth management/financial services background
  • Professional with the ability to understand Equilibrium’s ‘friendly expert’ client service
  • Approachable
  • Highly developed people skills
  • Negotiation skills
  • Demonstrate excellent communication skills, internally and externally
  • Manage a variety of personalities to achieve optimum outcomes
  • Have experience of working at a senior level
  • Organised with the ability to produce detailed reports and analysis of KPI’s

Skills Required:

  • Notable experience in financial services/wealth management
  • Industry qualified (minimum Level 4 Diploma however the role will be dealing with Chartered Financial Planners)
  • Understanding of the wealth management landscape including all legislative and regulatory requirements in order to work in conjunction with our internal compliance team
  • Experience in the logistics of running a team
  • Experience of working alongside other Team Leaders and managers in a collaborative environment
  • Ability to produce MI reporting and extract data from our CRM systems
  • Positive attitude designed to encourage and support team members at all stages of their development
  • Ability to create a best-practice led environment to ensure the adviser team achieve their KPI's

The Role

  • Working with the founder of Equilibrium to ensure the efficient and strategic management of the adviser team
  • Facilitate the development of the Financial Advisers to enhance their knowledge and skills
  • Support Financial Advisers to help them achieve relevant professional qualifications and maintain appropriate knowledge through CPD
  • Support new advisers to achieve their outcomes
  • Along with our founder, inspire and encourage appropriate strategy, operational activity and best practice aimed at enhancing the quality of business and results
  • Report to the founder of the business and the Managing Partner keeping them up to date on key matters and risks that involve the Advisers

About Us

Finding the right people is at the heart of our success. Our hard-working, friendly team have fostered a healthy working environment that aims to bring out the best in everyone that works here.

We are very proud of our team and their commitment to excellence. We reward all team members with some of the most competitive salaries in the market place, challenging and exciting roles, fantastic benefits and a great place to work.

We have a friendly and relaxed recruitment process that sets up apart from other companies from the very start!

If you want to enjoy the time you spend at work and believe you have the relevant qualifications, a commitment and willingness to work for an award winning, forward thinking business, then why not check us out on Facebook, Twitter or Instagram to see what the team get up to!

The Package

Competitive basic salary, contributory pension, bonus, 33 days holiday plus bank holidays (going up to 38 with length of service) plus loads of other great benefits.

If you believe you can be an asset to our award winning business and want to work in a positive and inclusive environment then please do not hesitate to send your cv to sarah.warburton@eqllp.co.uk