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 in London are continuing to grow, and we’re currently seeking an experienced Financial Planning Administrator 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’ve 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 you’re bold, curious, and ready to build a career with endless opportunities, now’s your moment.
About the day to day…
As a Client Services Associate, you’ll be at the heart of a fast-growing, high-performing team that’s redefining what “best in class” service looks like.
In this role, you’ll be a key player supporting Paraplanners, Relationship Managers, and the wider team—making a real impact every day. Expect variety, challenge, and the chance to grow your career in a business that’s 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 won’t just be supporting the team, you’ll be growing with it. With access to a wealth of knowledge from our talented people, you’ll be surrounded by individuals who want to see you succeed. If you're driven, client centric, and ready to take your career to the next level, this is it!
