Financial Planning Assistant

About the role...:
Are you an entry level **Financial Planning Assistant**looking for your first step into the Wealth industry?

Our** Wealth**team in the **East Midlands** are growing, and we’re currently seeking a **Financial Planning Assistant / Client Services Associate**to join them on their journey.

We’ll support you in building the foundations of your career and teach you everything there is to know about the industry.

With this opportunity comes the chance to explore the different career paths available to you in the future, depending on your strengths and aspirations; whether you wish to progress into a more senior client services role or go into paraplanning.

**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 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 successful Financial Planning / Client Services Assistant, you will support the Client Services Associate’s in the administration of client’s data and provide day to day administrative support to the team based from our East Midlands office. You’ll get stuck into a diverse range of tasks and responsibilities, including;
- Managing prospects by working with the Relationship Managers to manage leads, coordinate initial meetings and prepare relevant documentation
- Updating and maintaining client data on our back-office system Xplan
- Reviewing meeting preparation, preparing documents and obtaining updates and valuations from providers
- Sending and chasing Letters of Authority
- General office administration i.e. manage post, printing, booking meeting rooms etc.

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.

For the Financial Planning Assistant role you do not need any prior experience. What we are looking for is:

- A people person - we will support you to start engaging with clients, providers and other team members
- A team player - we are there to support each other
- Self-motivated to learn both on the job and through study as ideally, we would like you to work towards the Diploma in Financial Planning as part of your career progression

About us...:
We’ve been dubbed ‘the rebels of accountancy’. So, we don’t give run-of-the-mill advice.

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.

That’s how we’ve become the fastest-growing accountancy firm in the UK, and we’ve never been the type to rest on our laurels.

Over the last couple of years alone, we’ve achieved some fantastic feats:

- Partnered with **Waterland Private Equity** in July 2022, and are now on a lightning-fast growth journey
- Ranked No.1 in the **Accountancy Age Mid-Tier Power Index** in 2022
- ** 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
- Came No.3 overall at the **Inspiring Workplace Awards** in 2024, against all businesses of all sizes in the UK and Ireland. We were recognised as “Best-in-class” for** Inspiring Culture and Purpose, Wellbeing, Employee Voice**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** to work - balancing working from home, in office or with clients
- A generous **holiday** entitlement
- An **enhance parental leave**policy
- ** 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, we’ll work with you to ensure you have everything you need to develop your skills and achieve your bes