At Cooper Parry Wealth we’re a mould-breaking, bold decision-making, award-taking team. And we are looking for an experienced, passionate and proactive Senior Financial Planning Administrator to join us, someone who loves working collaboratively with communication at the heart of what they do. We’re looking for someone who wants to take that next step in their career with the opportunity to step up in to a line management role.

The wealth management industry loves talking about the latest products that will make people rich. But we’ve flipped the traditional model on its head. Quite simply, we realised it’s broken and ineffective.

That’s why we made the bold decision to do things differently. And this is your chance to be a part of it by joining one of the most successful financial planning firms in the UK.

Our Senior Financial Planning Administrator role has a huge focus on working with the wider team. Supporting and working with the Paraplanners, Associate Advisors and Relationship Managers you will play a huge part in delivering a “best in class” service to our clients and a pivotal role helping the team succeed.

You will:

• Manage and administrate clients’ assets and the implementation of new advice, including platform trading
• Responsible for our client’s data and information, making sure we are always up to date, accurate and ready to be able to deliver a fantastic service
• Regularly communicating and interacting with clients
• Administering the engagement of new clients and the servicing of existing clients
• Helping the team to prepare, coordinate and follow up on/after client meetings
• Successfully managing a varied workload
• Support team 1-2-1’s
• Inspire and be a role model to the team
• Overall ensuring a brilliant client experience

As the next Senior Financial Planning Administrator, you will work well under pressure whilst managing a varied workload, endeavouring to be highly organised and focused. We are looking for someone who is proactive and positive to help motivate the team, with a high attention to detail and well developed analytical skills.

This is an important role that sits in the heart of our team so to really pull it off you need to:

• Have a passion for financial planning with 3 or more years, experience working in administration for a Financial Planning firm
• Be working towards the Diploma in Regulated Financial Planning (desirable)
• Have the ability to listen and ask great questions
• Build strong relationships that create trust, open dialogue and be able to give and accept feedback
• Strive in a busy, fast paced environment
• Be self-motivated to take ownership of your own learning and development
• Have a desire to want to motivate, innovate and encourage

We want someone who enjoys being the hub of the team and who can be relied upon to keep our team ideals upheld.

We’re straight-talking and put people and relationships before products and services. This is what’s made us the fastest growing firm of accountants in the UK... and our vision is to continue.

Over the last couple years alone, we have achieved some fantastic feats:

• B Corp certified! Measuring and improving our impact beyond business for a brighter tomorrow
• Best Companies No.1 Accountancy Firm to work for in the UK & No.30 Best Large Company to work for 2023
• Ranked No.1 in the Accountancy Age Mid-Tier Power Index
• Placed Top 3 in the mid-size category at the Inspiring Workplace Awards and 13th overall at the Inspiring Workplace Awards, against all businesses of all sizes across Europe, Middle East & Africa
• Partnered with Waterland Private Equity since July 2022, and are now on a lightning-fast growth journey

What's in it for you...

We put our people at the heart of our culture. If our people love working here then they do amazing work, that’s why we offer things like:

• Supported development with tailored training to help you learn and progress
• Open Holidays – unlimited paid annual leave to take what you need to feel well rested
• We are currently undertaking a 100-80-100 trial, otherwise known as a “4 day work week trial” to reduce our working hours by 20%
• A truly flexible approach to hybrid working
• Empowered and entrusted to do what you do best
• An amazing wellbeing offering to support your physical, mental, spiritual, and financial health
• Volunteering opportunities to work closer with local communities and charities
• Alongside an array of benefits and perks all nicely packaged on our CP Pay & Perks platform

We know everyone performs their best when they feel welcomed and supported to bring their whole selves to work. As an equal opportunities’ employer, we will work with you to ensure you have all you need to achieve your best.

Get in touch if you have any questions about our commitment to Diversity & Inclusion or about accessibility/accommodations during your application process.

A note for Recruitment Agencies...

Agencies, we love you… but unsolicited CV’s will not be honoured. We will only accept CV submissions for roles briefed to you by our Talent Acquisition team.

If you would be interested in working with us – please send a message to careers@cooperparry.com, should we have anything we need additional support on we will reach out to you.