Financial Planning Administrator

1 week ago

Derby, Derby, United Kingdom Cooper Parry Full time
About the role
:

At Cooper Parry Wealth we're a mould-breaking, bold decision-making, award-taking team.

And we are looking for a passionate and proactive Client Services Associate to join us, someone who loves working collaboratively, with communication at the heart of what they do.

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.

Our Client Services Associate role has a huge focus on working with the wider team.

Supporting and working with the Paraplanners, Associate Advisors and Relationship Managers, you will play a huge part in delivering a "best in class" service to our clients.

You will:

  • Manage and administrate clients' assets and the implementation of new advice, including platform trading
  • Be 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 communicate and interact with clients
  • Administer engagement of new clients and the servicing of existing clients
  • Help the team to prepare, coordinate and follow up on/after client meetings
  • Successfully manage a varied workload
  • Ensure an overall brilliant client experience
About you
:

This is an important role that sits in the heart of our team so to really pull it off you need to have a passion for financial planning.


We are looking for someone who is proactive, a high level of attention to detail and who is really self motivated.

You will...

  • Be working towards the Diploma in Regulated Financial Planning (desirable)
  • Be comfortable engaging with clients and providers and have fantastic communication skills
  • Be able to build strong working relationships
  • Work well under pressure, managing a varied workload whilst remaining highly organised and focused
  • Have welldeveloped analytical skills
  • Have previous experience working in administration for a Financial Planning firm, or other financial services backgrounds


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
:

We're straight-talking and put people and relationships before products and services. This is what's made us the fastest growing firm of accountants in the UK... and our vision is to continue.

In the last 2 years', we have achieved some fantastic feats:

  • Ranked No.1 in the Accountancy Age Mid-Tier Power Index
  • Achieved 6 awards at the Inspiring Workplaces
  • Best in Class for Wellbeing, Employee Voice, Culture & Purpose and Employee Experience, as well as Best Company/Most Inspiring Place to Work For
  • No.1 in Large Companies category and No.3 in Top 50 overall list
  • B Corp certified Measuring and improving our impact beyond business for a brighter tomorrow
  • Best Companies No.1 Accountancy Firm to work for in the UK & No.30 Best Large Company to work for 2023

What's in it for you...
We put our people at the heart of our culture.

If our people love working here then they do amazing work, that's why we offer things like:

  • Supported development with tailored training to help you learn and progress
  • Robust support to see you through your qualification
  • Open Holidays unlimited paid annual leave to take what you need to feel well rested
  • A truly flexible approach to hybrid working
  • Empowered and entrusted to do what you do best
  • An amazing wellbeing offering to support your physical, mental, spiritual, and financial health
  • Volunteering opportunities to work closer with local communities and charities
  • Alongside an array of benefits and perks all nicely packaged on our CP Pay & Perks platform
We know everyone performs their best when they feel welcomed and supported to bring their whole selves to work.

As an equal opportunities' employer, we will work with you to ensure you have all you need to achieve your best.


A note for Recruitment Agencies...
Agencies, we love youbut unsolicited CV's will not be honoured. We will only accept CV submissions for roles briefed to you by our Talent Acquisition team.

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