At a Glance
- Tasks: Support our Wealth team by managing client assets and delivering exceptional service.
- Company: Join a growing financial planning firm with a collaborative culture.
- Benefits: Flexible work options, generous holiday, and a focus on your career growth.
- Other info: Enjoy a no dress code policy and opportunities for community volunteering.
- Why this job: Be part of a dynamic team making a real impact in wealth management.
- Qualifications: Experience in financial planning administration and strong communication skills.
The predicted salary is between 35000 - 45000 £ per year.
About the role
Are you an experienced Financial Planning Administrator looking for your next challenge and an opportunity to further build on your career within the industry? Do you love working collaboratively and have found a passion for Wealth Management? Our Wealth team in London is growing, and we're currently seeking an Experienced Financial Planning Administrator to join them on their journey.
About the day to day
Our Experienced Financial Planning Administrator role is paramount to supporting our wider team, like our Paraplanners and Relationship Managers. You will play a huge part in delivering a "best in class" service to our clients and a pivotal role helping the team succeed.
- Play a key role in managing and administering complex client assets, and implementing new advice smoothly and accurately.
- Take ownership of client data – keeping everything up to date, precise and ready, so we can consistently deliver an exceptional experience.
- Build strong relationships through regular client interaction, from day‑to‑day communication to meeting support.
- Assist with the onboarding of new clients and ensure existing clients continue to receive seamless, high‑quality service.
- Help the team prepare for, coordinate, and follow up after client meetings so every interaction feels polished and purposeful.
- Spot opportunities to improve work processes, share great ideas, and get involved in implementing positive change.
- Contribute to an outstanding client experience while providing reliable, proactive support to colleagues.
- Be part of a growing, ambitious business that embraces new technology – getting hands‑on with modern tools and smarter ways of working.
About you
You will work well under pressure in a fast‑paced environment while managing a varied workload, utilising well‑developed analytical skills and endeavouring to be highly organised whilst maintaining acute attention to detail. You are proactive, positive, and help motivate the team.
Qualifications
- A passion for financial planning with proven experience working in administration for a Financial Planning firm.
- Working towards the Diploma in Regulated Financial Planning (desirable).
- Ability to listen and ask great questions.
- Effective communication and ability to build strong relationships that create trust, open dialogue and give/receive 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 – able 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.
Benefits
- Flexible approach to work – balancing working from home, in office or with clients.
- Support with career growth and qualifications.
- Generous holiday entitlement.
- Enhanced parental leave policy.
- Enhanced pension scheme.
- No dress code – just "wear something!"
- Multi‑award‑winning wellbeing offering to support your physical, mental, spiritual, and financial health.
- Volunteering opportunities to work closely with local communities and charities.
- Cooper Parry social/sports clubs.
As an equal opportunities employer, we will work with you to ensure you have everything you need to develop your skills and achieve your best.
Experienced Financial Planning Administrator employer: Cooper Parry
Join a dynamic and growing Wealth Management team in London, where your role as an Experienced Financial Planning Administrator will be pivotal in delivering exceptional client service. With a flexible work approach, generous holiday entitlement, and a strong focus on employee growth and wellbeing, this company fosters a collaborative and supportive culture that empowers you to thrive in your career while making a meaningful impact.
StudySmarter Expert Advice🤫
We think this is how you could land Experienced Financial Planning Administrator
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning industry and let them know you're on the lookout for new opportunities. You never know who might have a lead or be able to refer you to a great role.
✨Tip Number 2
Prepare for interviews by researching the company and its culture. Understand their approach to wealth management and think about how your skills can contribute to their goals. This will help you stand out as a candidate who truly gets what they're about.
✨Tip Number 3
Practice your communication skills! Since building strong relationships is key in this role, work on articulating your thoughts clearly and confidently. Mock interviews with friends can help you refine your pitch and get comfortable with common questions.
✨Tip Number 4
Don't forget to apply through our website! We love seeing applications directly from candidates who are excited about joining our team. Plus, it shows your enthusiasm for the role and makes it easier for us to keep track of your application.
We think you need these skills to ace Experienced Financial Planning Administrator
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the role of Experienced Financial Planning Administrator. Highlight your relevant experience in financial planning and administration, and don’t forget to showcase your analytical skills and attention to detail!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to express your passion for wealth management and how you can contribute to our team. Be sure to mention specific experiences that demonstrate your client-centric approach.
Showcase Your Communication Skills:Since building strong relationships is key in this role, make sure to highlight your communication skills in your application. Share examples of how you've effectively interacted with clients and colleagues in the past.
Apply Through Our Website:We encourage you to apply through our website for a smoother process. It’s the best way for us to receive your application and get to know you better. Plus, it shows you’re keen on joining our growing team!
How to prepare for a job interview at Cooper Parry
✨Know Your Financial Stuff
Brush up on your financial planning knowledge and be ready to discuss your experience in detail. Familiarise yourself with common industry terms and practices, as well as any recent changes in regulations that might affect the role.
✨Showcase Your Organisational Skills
Prepare examples of how you've managed complex client data and streamlined processes in previous roles. Highlight your attention to detail and ability to keep everything organised, as this is crucial for the position.
✨Build Rapport with the Interviewers
Practice your communication skills and think about how you can build strong relationships during the interview. Be friendly, ask questions, and show genuine interest in the team and their work to demonstrate your client-centric approach.
✨Be Proactive and Solution-Oriented
Think of instances where you've anticipated client needs or improved processes without being prompted. Share these stories to illustrate your proactive mindset and solution-based outlook, which are key traits for success in this role.
