Financial Planning Administrator
Financial Planning Administrator
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Salary Not Disclosed
1 Vacancy
Job Description
About the role...
Are you an experienced Financial Planning Administrator looking for your next challenge and an opportunity to further build on your career into Senior Administration or Paraplanning Do you love working collaboratively and have found a passion for Wealth Management
Our Wealth team are continuing to grow and have expanded to Manchester and were seeking an experienced Financial Planning Administrator to join them on their journey.
About the team
At Cooper Parry Wealth were 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 weve flipped the traditional model on its head. Quite simply we realised its broken and ineffective.
Thats why weve made the bold decision to do things differently. Our Client Services team is on a rocket ship with rapid business growth and the ongoing progression of our talented team; this is your chance to be a part of it by joining one of the most successful financial planning firms in the UK. If youre bold curious and ready to build a career with endless opportunities nows your moment.
About the day to day
As aClient Services Associate youll be at the heart of a fast-growing high-performing team thats redefining what best in class service looks like.
In this role youll be a key player supporting Paraplanners Relationship Managers and the wider teammaking a real impact every day. Expect variety challenge and the chance to grow your career in a business thats scaling fast.
- Managing and administering clients assets and implementing new advice
- Owning client data keeping it accurate up-to-date and ready to deliver an exceptional service
- Communicating with clients regularly including supporting meetings
- Leading the onboarding of new clients and servicing existing ones
- Preparing coordinating and following up on client meetings; owning the actions and driving outcomes
- Delivering outstanding internal support and an unforgettable client experience
Why this role is different: You wont just be supporting the team youll be growing with it. With access to a wealth of knowledge from our talented people youll be surrounded by individuals who want to see you succeed. If youre driven client centric and ready to take your career to the next level this is it!
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 Assistant / Client Services Assistant 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 proven experience working in administration for a Financial Planning firm or a similar Financial Services industry
- 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.
About us...
Weve been dubbed the rebels of accountancy. Were 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.
Check out our recent achievements:
- Best CompaniesNo.1 Accountancy Firm & No.30 Best Large Companyto Work For in the UK
- BecameB CorpCertifiedin 2023 and were still the UKs largest accountancy B Corp measuring and improving our impact beyond business for a brighter tomorrow
- Achieved 5 awards at theInspiring Workplace Awardsin 2025: winner in the Large Business category and best in class for inspiring People & Culture Wellbeing Inclusion 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
- 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 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.
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Required Experience:
Unclear Seniority
Employment Type
Full-Time
