Careers

EQ Investors is a growing business that values people and potential. We know that our staff are our most valuable asset, so we look to hire great people and create a working environment that brings out the best in everyone.

If you come to work for EQ you’ll find a collegiate atmosphere that celebrates quality over quantity. Our portfolio managers are Chartered Financial Analysts and our firm has Chartered Financial Planning status.

The environment we work in is important to us: our offices are light and spacious with views over the river… and we even have our very own in-office beach area!

In terms of our approach, we’re committed to doing thing the right way. We are also committed to remaining a staff-owned business. This is important because it keeps our interests firmly aligned with those of our clients.

About us

EQ is boutique wealth management firm based in the City of London. We manage investments and provide financial advice for individuals, companies and charities across the UK.

We’re a close-knit team of around 60 people with a relatively flat management structure. Everyone is encouraged to contribute their ideas to help us continuously improve what we do.

Mission Statement & Values

Mission Statement:

To improve our client’s wellbeing through good financial planning and to connect capital to responsible businesses by offering sustainable investing to everyone.

Values:

We make a difference

We are passionate about using finance as a force for good. We want to change the world for the better while helping our clients live happier lives. We seek to provide value and purpose by empowering all stakeholders to achieve their objectives. We go beyond …. to have a positive impact.

We lead by example

As an industry leader balancing profits with people and the planet, we don’t settle for the status quo. We encourage colleagues to explore innovative solutions to tackle new challenges. We are determined to drive the systemic change and transformation needed, to create a lasting difference.

We value everyone

We create an inclusive environment that allows everyone to bring their best to work and develop their full potential. We challenge and develop each other’s ideas while building strong partnerships with our clients and communities. We operate with trust, openness, and honesty, working together to achieve our mission and goals.

Good Egg

Job opportunities

Great news! We're looking for some bright new people to join our team:
Financial Planner You must be at, or approaching, Chartered status and share our hunger for being the best. View role

Meet our people

‘The EQ beach’

Life at EQ

EQ has five business areas that work together to provide an exceptionally high level of client service:
  1. Investment managers – conduct our investment research and manage our clients’ investment portfolios.
  2. Financial planners – help our clients achieve their financial goals by providing expert financial advice.
  3. Paraplanners – provide specialist and technical expertise in helping us putting together recommendations for clients
  4. Administrators – provide the backbone of support for our clients and managing the day-to-day operations of the business.
  5. Management and support – a small team that comprises our executive team, business and marketing strategy, IT, communications and HR.
We're also proud to be one of the UK's founding B Corporations. Find out more about how we think business can be a force for good:
Certified B Corporation

Company benefits

Permanent staff at EQ are eligible for the following benefits:
  • Group Personal Pension Plan. The company will make a matched monthly payment of up to 3% of your basic annual salary.
  • Life Assurance.
  • Group Income Protection.
  • Professional Qualifications. As part of an individual training plan we will offer support towards the cost of sitting external exams.
  • Volunteering. Every member of staff is encouraged to take 2 days a year of paid leave for volunteering activities.
  • Matched Giving. You are encouraged to support charities that you care about and EQ operates a matched giving scheme for staff who fundraise.