Are you already in the financial services industry and looking for your next challenge? Do you love working collaboratively? A have a passion for Wealth Management?

Our Wealth team in Tunbridge Wells are growing, and we’re currently seeking a Financial Planning Administrator / Client Services Associate to join them on their journey.

About the team…

At Cooper Parry Wealth we’re a mould-breaking, bold decision-making, award-taking team. 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, more specifically within our Client Services team.

About the day to day…

As a Client Services Associate, you will play a vital role in supporting the wider team, from Paraplanners to Relationship Managers. You will play a huge part in delivering a “best in class” service to our clients. You’ll get stuck into a diverse range of tasks and responsibilities, including;

• Managing and administrating clients’ assets and the implementation of new advice
• Being 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, including meeting support
• Administrating the engagement of new clients and the servicing of existing clients
• Helping the team to prepare, coordinate and follow up on/after client meetings, including leading and owning the actions
• Ensuring exceptional client exceptional and outstanding internal support

The role will also be designed to help you grow and develop through your career journey. With access to a wide range of knowledge to help push yourself further - from Managers to Partners, the team are always happy to support you.

At Cooper Parry, we’re in it together. All we ask of our people is that they play all in. You’ll continuously strive to keep learning – whether you’re a trainee or a Partner – and you’ll be brave, stepping out of your comfort zone to tackle new challenges. Above all, be nice. A simple notion, but an irreplaceable part of what makes CP, CP.

In addition to those core values, as a Financial Planning Administrator, you will know this is an important role that sits in the heart of our team. To really pull it off you need to:

• A passion for financial planning with previous experience working in administration for a Financial Planning firm
• Be working towards the Diploma in Regulated Financial Planning (desirable)
• Ability to listen and ask great questions
• Effective communication and able to build strong relationships that create trust, open dialogue and be able to give and accept feedback
• Client-Centric, always prioritising the needs and satisfaction of the client
• Ability to anticipate client needs and address them without being prompted
• Solution based outlook to come up with ways to progress and resolve client requests
• Work well with internal teams to meet client expectations and build strong internal bonds
• Quickly adjust to changes in client requirements or internal processes

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

We’ve been dubbed ‘the rebels of accountancy’. So, we don’t give run-of-the-mill advice.

We’re straight-talking. Never afraid to share our opinions. We put people and relationships before products and services, and deliver a streamlined, client-focused service – free from unnecessary red tape.

That’s how we’ve become the fastest-growing accountancy firm in the UK, and we’ve never been the type to rest on our laurels.

Over the last couple of years alone, we’ve achieved some fantastic feats:

• Best Companies’ No.1 Accountancy Firm & No.30 Best Large Company to Work For in the UK
• Became B Corp Certified in 2023 and we’re still the UK’s largest accountancy B Corp, measuring and improving our impact beyond business for a brighter tomorrow
• Achieved 6 awards at the Inspiring Workplace Awards in 2024, against all businesses of all sizes in the UK and Ireland. We were recognised as “Best-in-class” for Inspiring Culture and Purpose, Wellbeing, Employee Voice and Employee Experience

What's in it for you?

Our people are the beating heart of our culture. We know that if you love working here, and you’re given the trust and autonomy to work in a way that best suits you, you’ll produce amazing results.

That’s why we offer things like:

• A flexible approach to work - balancing working from home, in office or with clients
• A generous holiday entitlement
• An enhanced parental leave policy
• No dress code – just “wear something!”
• A multi-award-winning wellbeing offering to support your physical, mental, spiritual, and financial health
• Volunteering opportunities to work closer with local communities and charities
• Cooper Parry social/sports clubs

Feeling supported and welcomed is such a big part of bringing your whole self to work. As an equal opportunities employer, we’ll work with you to ensure you have everything you need to develop your skills and 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 CVs will not be honoured. We will only accept CV submissions for roles briefed to you by our Talent Acquisition team. If you’re interested in working with us, please message careers@cooperparry.com. If we have anything we need additional support with, we’ll reach out to you.

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