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Systems Support Technician – Wilmslow

  • L3 Data Technician
  • Cheshire

Equilibrium Financial Planning LLP

Level 3 Data Technician

Title: Systems Support Technician

Company: Equilibrium Financial Planning LLP

Full Address: Ascot House, Epsom Ave, Handforth, Wilmslow SK9 3DF

Weekly Hours Worked: 8:30am to 5pm (Mon – Fri)

Salary: £19,000


Please contact or call 01133 500 333

About the company:

Equilibrium are a Chartered Financial Planning company based in Handforth, Cheshire.

Since 1995, they have been providing friendly expertise on wealth and investment management, pensions and estate planning strategies. Equilibrium currently manage over £1billion of assets.

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

Brief job description:

Estio have an exciting opportunity to join an innovative financial planning business in Handforth ,Wilmslow. This is the perfect opportunity for a data apprentice to join the growing applications team at Equilibrium

Job Description:

  • Support our MI Analyst with regular data reporting
  • Create new reports and dashboards utilising data primarily from dynamics 365
  • Work with our Systems Lead to maintain and develop our dynamics 365 back office system
  • Provide dynamics systems support to staff
  • Build and test new processes to support specific business requirements
  • Work on system integrations and automation to enhance our CRM and remove work from the client management team


Your duties and responsibilities in this role will consist of:

  • Become part of the Data team delivering Reporting / Data to all areas of the business.
  • Develop understanding of various complex data models.
  • Report extraction and summarisation
  • Assist in reporting optimisation.
  • Dealing with day-to-day data requests




  • 5 GCSEs grades A*-C/9-4 or equivalent (including English Language and Maths)

Desired skills

·         Be highly IT literate with strong Microsoft office skills, especially in Excel

·         Enjoy interrogating data and responding to challenges raised by the senior management team and wider business

·         Be keen to understand our key processes and how our business works

·         Have a high attention to detail & accuracy

·         Have strong problem solving skills with an analytical approach

·         Have the ability to manage time and organise effectively

·         Have excellent people, interpersonal and listening skills

·         Be motivated with a ‘batteries included’ attitude

·         Be comfortable in a fast paced environment


Personal qualities

  • Demonstrates enthusiasm for the role.
  • Demonstrates professionalism.
  • Ability to build rapport with a diverse range of people.
  • Have a proactive and enthusiastic manner.
  • Proficient Windows and MS Office applications user.
  • A good team worker with the ability to work with minimal supervision.
  • Excellent attention to detail.
  • Strong inter-personal skills with the ability to work effectively with a wide range of people.


Future prospects:

The role offers long term security and the opportunity to progress into a permanent position.

Training to be provided:

The Estio Training programme gives young people the opportunity to get hands on experience in the IT industry whilst still employed in a real paid job with no cost or debt.

Learners will receive eight weeks of intensive training. Whilst in the workplace, apprentices will also receive continual coaching, help and guidance from a dedicated Skills Development Coach who will be there to ensure that they get the most from their work experience.

This apprenticeship will give you a Level 3 Data Technician Standard with training in areas such as:

  • Introduction to Data Theory
  • Excel Data Fundamentals
  • Excel Handling Data & Pivot Tables
  • Power Bi Fundamentals
  • Databases & SQL Foundation
  • SQL in Practice


Some of these modules will include an option to take an examination in order to receive a professional certificate.

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