Remember why you got into financial planning?
It probably wasn’t the prospecting targets. Or the networking breakfasts. Or the quiet dread of a pipeline review when you’d rather have spent the week doing the actual work: understanding a family, untangling an estate, building a plan that changes the shape of someone’s life.
Somewhere along the way, a lot of good planners ended up in adviser roles that reward selling over advising. If that’s where you’ve found yourself, this role was designed for you.
We’re Equilibrium, an award-winning, independent chartered financial planning firm in Wilmslow with one purpose: making people’s lives better. We’ve been doing it for more than 30 years and we manage over £1.3bn for our clients.
As a Senior Client Manager, you’d have your own bank of 30 to 40 clients, with assets up to £100m, working alongside our most experienced financial planners, including our CEO.
Picture the week: four or five client meetings, all local, all in office hours. You’re in the room, building the relationship, shaping the strategy, owning everything up to the point of advice. Estate planning, family dynamics, genuinely complex cases. No targets. No prospecting. Nobody asking what you’ve brought in.And you don’t have to give up advice to do it. Our senior client managers can become authorised, signing off straightforward advice and holding client meetings in their own right. You keep the part of advising you love and hand back the part you don’t.
To be clear about who this suits: this is a destination, not a waiting room. Our seniors build long-term careers here and are paid accordingly, some out-earning junior advisers. If you’re looking for a bridge back to a conventional advice seat, this isn’t it.
The rest of life fits around it too. Hybrid working with a minimum of three office days, core hours 10 to 4, a 37.5-hour week and genuine control of your own diary. Dedicated admin support. A Client Services Director who started as a paraplanner and now sits on our board.
You’ll bring your CII Level 4 Diploma (chartered, or working towards it, is ideal), at least five years with similar clients, and the warmth to build rapport quickly with clients and senior colleagues alike.
Salary up to £70,000 depending on experience, plus bonus, pension, death in service, income protection, generous annual leave and funded study support with paid exam leave.
This search is being managed on our behalf, in confidence, by Mark Penswick at Antony George Recruitment.
mark.penswick@antonygeorge.com,
…