Financial Planning Administrator

**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 in the East Midlands 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

**About you...**:
At Cooper Parry, we’re **in it together**. All we ask of our people is that they **play all in**. You’ll continuously strive to **keep learning** - whether you’re a trainee or a Partner - and you’ll **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...**:
We’ve been dubbed ‘the rebels of accountancy’. We’re 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 Companies’** **No.1 Accountancy Firm & No.30 Best Large Company** to Work For in the UK
- Became **B Corp** **Certified** in 2023 and we’re still the UK’s largest accountancy B Corp, measuring and improving our impact beyond business for a brighter tomorrow
- 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**