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Part-time Accountant role - Wilmslow - Flexible Hours

EquilibriumFinancialPlanning · 05/08/2022 10:49

Budgeting & Profitability Accountant (£38,000 FTE)

Equilibrium are a Chartered Financial Planning company based in Handforth, Cheshire.  Since 1995, we have been providing friendly expertise on wealth and investment management, pensions and estate planning strategies. We currently manage over £1billion of assets. 

Recently named ‘Best Companies’ Number 1 Financial Services Company to work for in the UK. Our purpose is to make people’s lives better and to ensure we deliver on this we provide a fantastic working environment that’s positive, collaborative, progressive and a lot of fun.  

We are now looking for someone to join our Finance team who can manage the budgeting process and assist our senior leadership team in making business decisions by analysing and presenting key financial data.


As part of your role you will be involved in the following areas:

Manage the quarterly, annual and 3 yearly Budgeting process. Tasks include (but not limited to):

• Ensure each budget owner has full ownership of their numbers
• Provide information to each budget owner to allow meaningful budgets to be collated
• Challenge each budget owner to understand the business requirements of all spend
• Ensure budgets are phased correctly
• Operate a Red, Amber, Green approach to avoid budgets becoming quickly obsolete
• Consolidate all individual budgets to give an overall position
• Extrapolate year on year where appropriate but understand changes year on year for business requirements
• Where numbers have moved from Budget understand why
• Ensure the forecast represents the business over the coming months

Business profitability. Tasks include (but not limited to):

• Prepare profitability analysis for department i.e. Marketing Return on Investment
• Prepare profitability analysis for individuals i.e. by advisor, by client manager etc
• Evolve reporting to enable the business to make better informed decisions


Experience within the finance function including:

• Budgeting
• Forecasting
• Business partnering
• Management accounts production
• Independent working


• Qualified accountant

As a member of the Equilibrium team you’ll be expected to have no problems;

• Getting things done   
• Being calm, methodical and organised  
• Being authentic
• Aligning yourself to our purpose of Making People's Lives better
• Displaying massive amounts of enthusiasm, energy, positivity, motivation and passion without exhausting those around you!    
• Being self-assured without being arrogant or pushy  
• Demonstrating an ability to change tack without it sending you into a tail spin  
• Comfortable with change and a fast paced environment  
• Huge amounts of integrity, a fantastic work ethic and generally a great person to have around!  

So why join us? 

At Equilibrium, the pace is fast. Our team thrives off the dynamic environment and we easily adapt quickly to changes. Our hard-working, friendly team have fostered a healthy working environment to ensure we all get the opportunity to learn and grow.  

To support our team’s growth and development, we cover the cost of study materials and exam fees for qualifications relevant to the role, as well as the option to take paid study and exam leave. 

To allow people to take rest and time off we offer 33 days holiday plus bank holidays as a minimum going up to 38 days based on length of service.  

In order for people to have a life out of work we also have a flexible working framework which gives our team the opportunity to spend some of their working week outside of the office and the freedom to work at a time that suits them where possible.  

We also provide the normal perks that you’d expect from an award-winning business such as profit share, pension, death in service, income protection and much more besides.

To apply use the link below or email your CV to [email protected]

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