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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 £ per year.
Overview
Financial Planning Administrator / Client Services Associate role within Cooper Parry Wealth, Manchester. The Wealth team is growing and offers opportunities to develop toward Senior Administration or Paraplanning within a bold, client-centric firm that values continuous learning and career progression.
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 a passion for Wealth Management? Our Wealth team has expanded to Manchester, and we’re 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 can focus on products; we’ve flipped the model and prioritise effective client service. Our Client Services team is on a growth trajectory with rapid business growth, offering you the chance to be part of one of the UK’s most successful financial planning firms. If you’re bold, curious, and ready to build a career with endless opportunities, this is your moment.
Day-to-Day Responsibilities
- 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’ll grow with the team and access knowledge from talented colleagues. If you’re driven, client-centric, and ready to take your career to the next level, this is for you.
About You
At Cooper Parry, we’re in it together. You’ll continually strive to learn, be brave, and be nice. Roles require you to:
- A passion for financial planning with proven administration experience in a Financial Planning firm or similar Financial Services
- 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 foster trust and open dialogue
- Client-centric mindset, prioritising client needs and satisfaction
- Ability to anticipate client needs and address them proactively
- Solution-based approach to progress and resolve client requests
- Ability to collaborate with internal teams to meet client expectations
- Adaptability to changes in client requirements or internal processes
We want someone who enjoys being the hub of the team and who can uphold our team values.
About Us
We’re known as ‘the rebels of accountancy’—straight-talking, dedicated to people and relationships, and delivering a streamlined, client-focused service free from unnecessary red tape.
Check Out Our Achievements
- Best Companies’ No.1 Accountancy Firm & No.30 Best Large Company to Work For in the UK
- B Corp Certified in 2023; UK’s largest accountancy B Corp
- Reached multiple awards at the Inspiring Workplace Awards in 2025, including Large Business category and excellence in People & Culture, Wellbeing, Inclusion and Employee Experience
What’s In It For You
We value our people and provide the trust and autonomy to work in a way that suits you, helping you produce outstanding results.
Benefits
- Flexible approach to work – home, in-office, or client site
- Generous holiday entitlement
- Enhanced parental leave policy
- Enhanced pension scheme
- No dress code – just “wear something!”
- Multi-award-winning wellbeing support for physical, mental, spiritual, and financial health
- Volunteering opportunities with local communities and charities
- Cooper Parry social/sports clubs
Feeling supported and welcomed is a big part of bringing your whole self to work. We’re an equal opportunities employer and support your development and achievement. Get in touch if you have questions about our commitment to Diversity & Inclusion or accommodations during your application process.
Equal opportunities employer. We’ll work with you to ensure you have what you need to develop your skills and achieve your best.
Manchester Area, United Kingdom
#J-18808-Ljbffr
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.
