connecting with one another, whether via Teams or face to face, collaboration at Equilibrium is key. We have a strong sense of collaboration in all the work we do. We also know that some tasks and work require self focus and quiet. However knowing the importance of coming together is paramount so we have office days where we ask everyone to work from our Head office, not a day filled with back to back meetings but rather a day once a month where we can connect to our colleagues, knowledge share and work together.
we communicate it to them. We designed a vivid vision several years ago that we update regularly and we also have a big hairy audacious goal (BHAG) that the team have been told about and have bought into. It’s important to have a shared vision and goal and we communicate this regularly to the team in order to keep everyone motivated and on the right track.
asking our team about every aspect of our organisation. We hold briefings and ask for team thoughts and ideas. We carry out regular check ins with the team on different themes. We have regular one to ones with our teams and give people a voice. We listen to what they say and we act on everything that we can. We have a Team Advisory Group that meet each quarter to discuss various topics that directly impact the team and we have run workshops to get the thoughts of the team. We have a Spirit team responsible for events and activities, a Charity Champions team who organise our charitable work and an ESG group who are able to have a voice about our ESG offering. So there are plenty of ways to get involved, make a direct impact and be heard.
talking to our team about their goals. We align our support to these goals by paying for all professional qualifications including study days, professional memberships and exam fees.
We have a head of talent who’s main role is to get the very best of our team by giving them learning and development opportunities that help them with their soft as well as hard skills. We promote learning and development by creating internal academies, leadership groups and Emerging Leadership Groups, all aimed at giving people the tools they need to thrive in their personal and professional lives.
our team strive for excellence, they act with integrity, they simplify the complicated and they are always looking to grow and develop.
Our purpose of making people’s lives better is at the heart of everything we do and because it is the right thing to do, it’s easy for the team to align themselves with this purpose in every single way.
trusting our team to do their best work in a way that suits them and our clients. We treat our team like adults in everything that we do and ensure that working at Equilibrium is fun, challenging and immensely rewarding. We care that our team enjoy coming to work and put on lots of events throughout the year. Our Spirit Team are dedicated to arranging fun events, quizzes and activities and we provide social events every month.
Everyone at Equilibrium has been recruited for their attitude and so we have a highly driven and fun team of people who enjoy working with one another and share the same purpose.
living and breathing them. Our purpose is to make people’s lives better and this comes from the top. Every decision Colin our Founder makes asks if it’s the right thing, the fair thing and will it make people’s lives better? If the answer is no, then we don’t continue on that path.
Culture comes from the leaders first and Colin demonstrates integrity, always asking people to do the right thing, even if it means admitting to a mistake, it’s not making the mistake after all that matters but how we deal with and if we learn from it. He is committed to excellence, is always looking to learn and develop and he simplifies the complicated.
We are proud of our staff and reward them with plenty of time off. We offer up to 38 days holiday based on length of service, starting at 33 days plus bank holidays for new starters.
We provide 26 weeks maternity pay at 90% of salary.
We offer a flexible framework that allows people to work from the office and home, as well as start and finish flexiblity to suit lifestyles and personal needs. As long as our clients are getting the best possible service we trust our team to do their best work in a way that suits them.
We benchmark our reward packages to ensure our team are paid well for the work that they do and that they have enough time to rest and work in a way that suits them.
We have rolled out a flexible framework as we knew the appetite for working from home was high. We understand the importance of collaboration so like people to come in to the office a couple of times a week so people get to see one another but we are very flexible with how this looks. We just ask our staff to put their team mates and clients’ needs as a high priority and we trust that people will do their contracted hours to the very best of their abilities.
Making people’s lives better is the purpose of wealth management company, Equilibrium Financial Planning, and that goes for its team and the community, as well as clients.
Based in Wilmslow, Cheshire, Equilibrium specialises in financial planning, tax mitigation and investment management. Staff are guided by four core values: Excellence, Simplicity, Integrity and Growth and, in terms of the latter, they are encouraged to keep developing personally as well as professionally.
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