At Cooper Parry Wealth, we want to be the best. We’re a mould-breaking, bold decision-making, award-taking team. And we want you to join us.

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. To be the best at what we do. And this is your chance to be a part of it by joining one of the most successful financial planning firms in the UK.

As a Client Facing Paraplanner, you’ll be a key player on our onboarding team, working directly with new prospects! You’ll be in the action, attending all client meetings from Discovery to sign-up, and collaborating with the Relationship Manager to create the advice that drives each financial plan. You won’t just be behind the scenes, you’ll be hands on, making sure everything flows seamlessly. You’ll immerse yourself in our way of working, learning from the ground up.

Other day-to-day responsibilities include…

• Engaging in client meetings, collating key client information and completing follow up
• Diving deep into clients’ financial positions with thorough, accurate analysis to uncover the client goals and objectives
• Craft dynamic, comprehensive financial plans that captivate clients and follow up with compelling compliance suitability reports
• Providing top-tier technical support to Relationship Managers, ensuring seamless, expert-backed solutions
• Crafting and presenting cashflow models at client meetings, bringing financial strategies to life
• Tackling complex calculations, navigating intricate details with ease to provide clarity and precision

As a Client Facing Paraplanner, you’ll thrive on the technical side of financial planning and truly enjoy diving into the details. You’ll be a proactive go-getter, always ready to take on new challenges with a sharp eye for detail. You’ll also:

• Excel in client interactions, feeling confident and at ease when facing clients.
• A true understanding of holistic financial planning
• Have worked with high-net-worth clients
• Strong technical knowledge and the ability to simplify the complex
• Well-developed analytical skills and a high level of attention to detail
• Top-notch organisation skills and ability to actively prioritise your workload
• Ability to juggle lots of different tasks comfortably and deliver work within agreed timescales
• Simplify complex problems, turning them into clear, actionable solutions
• Step up and take on extra responsibilities, always looking for ways to make an impact
• Bring 2-3 years of paraplanning experience to the table, ready to elevate your skills
• Hold a Level 4 qualification and be working towards your CII Chartered or CFP certification, with a passion to keep progressing

At Cooper Parry Wealth we’re a mould-breaking, bold decision-making, award-taking team. We’ve flipped the traditional wealth management model on its head. Quite simply, we realised it’s broken and ineffective.

That’s why we’ve made the bold decision to do things differently. We’ve combined a melting pot of backgrounds, skillsets and generations. We’re renowned for being an incredible place to work, learn, and grow; an environment where our people are happy, engaged, and playing to their strengths every day. 

Check out our recent achievements:

• New Model Advisors Top 100 firm in the UK
• Became B Corp Certified in 2023, measuring and improving our impact beyond business for a brighter tomorrow
• No.30 Best Large Company to Work For in the UK & achieved 5 awards at the Inspiring Workplace Awards in 2025: winner in the Large Business category and best in class for inspiring People & Culture, Wellbeing, Inclusion 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
• Support with career growth and qualifications
• A generous holiday entitlement
• An enhanced parental leave policy
• An enhanced pension scheme
• 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.

For the attention of agencies - unsolicited CVs will not be honoured. We will only accept CV submissions for roles briefed to you by our Talent Acquisition team.

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