financial technology associate Work, Jobs in handforth, chs (with Salaries)

Best Practice Associate
Equilibrium Financial Planning —Wilmslow
- Up to £50,000 a year
- Annual leave
- Work from home
1h
Associate - Corporate Finance (Technology M&A)
Houlihan Lokey —Manchester
- Full-time
- Microsoft Excel
- English
- Analysis skills
Associate, Financial Market Regulatory Analysis and Reporting
The Bank of New York Mellon Corporation —Manchester
- Full-time
- Analysis skills
Associate, Frontier Technology
Fitch Group —Manchester
- Azure
- AWS
- APIs
Associate, Investor Services Operations II
The Bank of New York Mellon Corporation —Manchester
- Full-time
- Bachelor's degree
- Financial services
- AI
Business Services Associate
Circle Health Group —Cheadle
- Up to £25,206 a year
- Full-time
- Microsoft Excel
- Customer service
- Employee discount
- Life insurance
Senior Associate, Financial Modeler/Engineer
The Bank of New York Mellon Corporation —Manchester
- Full-time
- Microsoft Excel
- Microsoft Access
- SQL
Associate Director Mechanical
Building services (general) jobs —Manchester
- Up to £66,000 a year
- Full-time
- Project management
- In-person
- Work from home
- Flexible schedule
Senior Associate, FX Overlay Business Technology Liaison
The Bank of New York Mellon Corporation —Manchester
- Full-time
- Bachelor's degree
- Accounting
Biomedical Scientist
Spire Healthcare —Manchester
- Full-time
- Laboratory experience
- Free parking
- Annual leave
2d
Associate - Data Protection and Cyber Security
DWF —Manchester
- Full-time
- Hybrid work
- AI
- Communication skills
Associate, Corporate Actions
The Bank of New York Mellon Corporation —Manchester
- Full-time
- Microsoft Excel
- Organisational skills
- Financial services
Associate, Shareholder Services I
The Bank of New York Mellon Corporation —Manchester
- Full-time
- Financial services
- AI
Associate
Horwich Farrelly Solicitors —Manchester
- Communication skills
- Employee assistance programme
- Employee discount
Talent Acquisition Associate (12 month FTC, Manchester)
Fitch Group —Manchester
- Communication skills
Associate Director Mechanical Engineer
AtkinsRéalis —Manchester
- Full-time
- Hybrid work
- Engineering
- IT
- Communication skills
3d
Associate Product Manager
Finova —Salford
- Hybrid work
- Analysis skills
- Software development
- Agile
- Employee assistance programme
13d
Senior Associate, Client Service
The Bank of New York Mellon Corporation —Manchester
- Full-time
- Bachelor's degree
- Financial services
- AI
Senior Associate, Full-Stack Engineer
The Bank of New York Mellon Corporation —Manchester
- Full-time
- Azure
- SQL
- AWS
AI Analyst Summer Internship
SOCOTEC UK & Ireland —Altrincham
- Hybrid work
- Computer Science
- Master's degree
- Analysis skills
- Employee assistance programme
- Employee discount
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financial technology associate jobs near handforth, chs

Best Practice Associate

Equilibrium Financial Planning
Wilmslow

Apply Now

Job details

Up to £50,000 a year
1 hour ago

Benefits

Annual leave
Company pension
Work from home

Qualifications

Certificate in Insurance

Full job description

Equilibrium is more than just a Chartered Financial Planning company - were an award-winning, independent firm based in Handforth, Cheshire, with one clear purpose: making peoples lives better. Whether its our clients, our team, our community, or anyone who crosses our path. We believe in creating a positive impact in everything we do. Plus, were proudly managing over £1.3bn in assets for our clients. Ready to be part of something big? This is where it all happens!

Finding the right people is the secret to our success. We're incredibly proud of our amazing team and their dedication to excellence. Join us and you'll enjoy fantastic benefits, a challenging, exciting role, with boundless opportunities for growth and development. Were serious about what we do, but we dont take ourselves too seriously though, and make time for fun along the way too!

We do things differently at Equilibrium, which is why we have a Best Practice department instead of a traditional compliance team. We are now looking for an Associate to help drive excellence for our clients and team members. This is a varied, hands-on role. You'll prepare KPI and management information, conduct pre-approval file checks, and carry out post-sale thematic reviews. You'll provide guidance on regulatory and financial planning issues, helping to ensure good client outcomes and you'll work closely with teams across the business, from Client Managers and Financial Planners to Investment, Marketing, and Finance, to sharpen advice quality and keep communications clear, fair, and accurate.

To achieve this, our new Best Practice Associate will:

Conduct file and annual reviews to ensure the suitability of advice and adherence to regulatory requirements and internal policies.
Work with all areas of the business to embed the culture of Best Practice, Consumer Duty, and Treating Customers Fairly.
Where required, challenge existing policies and procedures to ensure Equilibrium continues to provide positive outcomes and improve efficiencies.
Ensure financial promotions are clear, fair, accurate and not misleading to our clients and wider audiences. This includes an ongoing review of existing comms such as our website, articles, and blogs to ensure continuing compliance in a changing landscape.
Be involved in complaint handling in line with regulatory guidelines and Equilibriums standards.
Develop, review, and update policies, procedures, and regulatory documentation to ensure compliance with industry standards.
Work with the Financial Planners and Client Managers to discuss the most appropriate financial strategies that meet the client's financial objectives and circumstances.
Conduct thorough file reviews using company systems, technology, and wrap platforms to ensure accuracy, compliance, and efficiency.
Be responsible for the integrity of Equilibriums data, ensuring all data is inputted and maintained to the required standard, within agreed timescales.
Be involved with relevant projects and perform ad hoc tasks as required.

Qualifications

Chartered Insurance Institute (CII) Level 6 Advanced Diploma in Financial Planning (Chartered status).

At Equilibrium, we live our values through the following:

Integrity we treat everyone with respect, take responsibility for ourselves and what we do, and are open and authentic in all of our dealings.
Growth we foster a growth mindset, with a curiosity and desire to learn and grow both professionally and personally.
Simplicity we look for the clearest path to the best outcome, being adaptable in our approach. We are clear communicators with the ability to land a message appropriate to our audience.
Excellence we will consistently work to high standards, showing great care and attention to detail in everything that we do.

So why join us?

At Equilibrium, the work environment is fast-paced. We have a hard-working, energetic team, who adapt to change easily. We are a friendly and supportive bunch, and Equilibriums culture is rooted in fun, collaboration, learning, and growth. We strive for excellence, setting high standards, while fully committing to supporting and nurturing your development, which means we expect your best but well also give you ours.

Helping people live the lives they want to live, look after those they love, and leave powerful legacies is part of the day job. We genuinely want to help create more choices and more freedom for our clients, ultimately making their lives, and the lives of those around them, better.

To support our team's development, we cover the costs of study materials and exam fees for relevant qualifications. Additionally, we offer paid study and exam leave.

To ensure a healthy work-life balance, we offer a generous annual leave package. We also offer a flexible working framework, allowing team members to work from home when appropriate and where reasonable, flex their work hours, in line with business requirements.

We also provide the benefits youd expect from an award-winning company such as bonuses, pension, death in service, income protection and more.

Apply Now

Refine Your Search

financial technology associate jobs in handforth, chs

Best Practice Associate

Associate - Corporate Finance (Technology M&A)

Associate, Financial Market Regulatory Analysis and Reporting

Associate, Frontier Technology

Associate, Investor Services Operations II

Business Services Associate

Senior Associate, Financial Modeler/Engineer

Associate Director Mechanical

Senior Associate, FX Overlay Business Technology Liaison

Biomedical Scientist

Associate - Data Protection and Cyber Security

Associate, Corporate Actions

Associate, Shareholder Services I

Associate

Talent Acquisition Associate (12 month FTC, Manchester)

Associate Director Mechanical Engineer

Associate Product Manager

Senior Associate, Client Service

Senior Associate, Full-Stack Engineer

AI Analyst Summer Internship

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