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For Companies At a Glance
- Tasks: Manage client assets and deliver exceptional service in a dynamic team.
- Company: Join Cooper Parry Wealth, a bold and innovative financial planning firm.
- Benefits: Flexible work options, generous holidays, and award-winning wellbeing support.
- Why this job: Be part of a growing team with endless career opportunities in wealth management.
- Qualifications: Experience in financial planning administration and a passion for client service.
- Other info: Embrace a culture of learning and collaboration in a supportive environment.
The predicted salary is between 28800 - 48000 ÂŁ 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 into Senior Administration or Paraplanning? Do you love working collaboratively and have found a passion for Wealth Management?
Our Wealth team are continuing to grow and have expanded to Manchester and were 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. 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 ability to build strong relationships that create trust, open dialogue and 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 were still the UKs 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 to work – balancing working from home, in office or with clients
- A generous holiday entitlement
- An enhanced parental leave policy
- An enhanced pension scheme
- 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 best.
Get in touch if you have any questions about our commitment to Diversity & Inclusion or about accessibility/accommodations during your application process.
#LI-MH1
Required Experience
Unclear Seniority
Key Skills
- Internal Audit
- Financial Services
- Financial Performance
- Variance Analysis
- Journal Entries
- Account Management
- ACH
- Customer Accounts
- General Ledger Accounts
- Payroll
- Customer Relationships
- Financial Statements
- Annual Reports
Employment Type
Full‑Time
Experience
years
Vacancy
1
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Financial Planning Administrator employer: Cooper Parry
Contact Detail:
Cooper Parry Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planning Administrator
✨Tip Number 1
Network like a pro! Reach out to current employees at Cooper Parry Wealth on LinkedIn. Ask them about their experiences and any tips they might have for landing the Financial Planning Administrator role. Personal connections can make a huge difference!
✨Tip Number 2
Prepare for the interview by brushing up on your knowledge of financial planning. Be ready to discuss how you can contribute to the client-centric approach at Cooper Parry. Show them you’re not just another candidate, but someone who truly understands their values.
✨Tip Number 3
Practice your communication skills! Since this role involves regular client interaction, consider doing mock interviews with friends or family. Focus on how you can build strong relationships and deliver exceptional service, just like Cooper Parry does.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you’re genuinely interested in being part of the Cooper Parry team. Let’s get you that dream job!
We think you need these skills to ace Financial Planning Administrator
Some tips for your application 🫡
Show Your Passion for Financial Planning: When you write your application, let your enthusiasm for financial planning shine through. We want to see that you’re not just looking for a job, but that you genuinely care about helping clients and making a difference in their financial journeys.
Tailor Your Application: Make sure to customise your application to reflect the specific skills and experiences mentioned in the job description. Highlight your previous experience in financial planning administration and how it aligns with our client-centric approach at Cooper Parry.
Be Clear and Concise: Keep your application straightforward and to the point. We appreciate clarity, so avoid jargon and make sure your key points stand out. This will help us quickly see why you’d be a great fit for our team.
Apply Through Our Website: We encourage you to submit your application directly through our website. It’s the best way for us to receive your details and ensures you’re considered for this exciting opportunity with our growing Wealth team.
How to prepare for a job interview at Cooper Parry
✨Know Your Stuff
Before the interview, brush up on your knowledge of financial planning and the specific services offered by Cooper Parry Wealth. Familiarise yourself with their client-centric approach and be ready to discuss how you can contribute to their mission.
✨Showcase Your Communication Skills
Since effective communication is key in this role, prepare examples of how you've successfully interacted with clients in the past. Think about times when you’ve built strong relationships or resolved issues proactively—these stories will highlight your client-centric mindset.
✨Demonstrate Your Adaptability
Be ready to discuss how you've adapted to changes in client requirements or internal processes in previous roles. This shows that you can thrive in a dynamic environment like Cooper Parry, where flexibility and collaboration are valued.
✨Ask Insightful Questions
Prepare thoughtful questions about the team dynamics, growth opportunities, and the company culture at Cooper Parry. This not only shows your interest in the role but also helps you gauge if it’s the right fit for you.
