Cooper Parry Wealth is seeking a Financial Planning Systems & Operations Manager to sit at the heart of our operations, technology, data and transformation. You will ensure our systems run smoothly, drive improvements and own the CRM/client portal to boost data quality and adoption.
You’ll collaborate with the Transformation Director on strategic projects, travel occasionally to support teams, and help deliver measurable efficiency gains while enhancing client experiences across the wealth
#J-18808-Ljbffr
Wealth Operations & Systems Lead (Transformation & Innovation) in Derby employer: Cooper Parry
Cooper Parry is an exceptional employer that fosters a dynamic and collaborative work culture in the heart of London. With a strong focus on employee growth, you will have access to continuous professional development opportunities while working alongside a talented team dedicated to delivering high-impact results for prestigious clients. The flexibility offered in this role allows for a balanced work-life integration, making it an ideal environment for those seeking meaningful and rewarding employment.
