Financial Planning Administrator
Financial Planning Administrator
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Job Description
About the role...
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 were currently seeking a Financial Planning Administrator / Client Services Associate to join them on their journey.
About the team
At Cooper Parry Wealth were a mouldbreaking bold decisionmaking awardtaking team. The wealth management industry loves talking about the latest products that will make people rich. But weve flipped the traditional model on its head. Quite simply we realised its broken and ineffective.
Thats 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. Youll 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 clients 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.
About you...
At Cooper Parry were in it together. All we ask of our people is that they play all in. Youll continuously strive to keep learning whether youre a trainee or a Partner and youll 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
- ClientCentric 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.
About us...
Weve been dubbed the rebels of accountancy. So we dont give runofthemill advice.
Were straighttalking. Never afraid to share our opinions. We put people and relationships before products and services and deliver a streamlined clientfocused service free from unnecessary red tape.
Thats how weve become the fastestgrowing accountancy firm in the UK and weve never been the type to rest on our laurels.
Over the last couple of years alone weve 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 were still the UKs 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 Bestinclass for Inspiring Culture and Purpose Wellbeing Employee Voice and Employee Experience
Whats in it for you
Our people are the beating heart of our culture. We know that if you love working here and youre given the trust and autonomy to work in a way that best suits you youll produce amazing results.
Thats 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 multiawardwinning 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 well 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 youre interested in working with us please message If we have anything we need additional support with well reach out to you.
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Required Experience:
Unclear Seniority
Employment Type
Full-Time
