Financial Planning Administrator

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 seeking an experienced Financial Planning Administrator to join us. Based in our brand-new Reading office, we’re looking for someone to help us take our service to the next level. As we grow, we want someone who wants to grow with us; it’s a fantastic opportunity for someone looking to get stuck in and make an impact.

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…

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 and the exciting expansion into Reading succeed.

You will get stuck into:

1. Managing and administrating complex client assets and the implementation of new advice
2. Being responsible for our client’s data and information, making sure we are always up to date, accurate and ready to deliver a fantastic service
3. Regularly communicating and interacting with clients, including meeting support
4. Administrating the engagement of new clients and the servicing of existing clients
5. Helping the team to prepare, coordinate and follow up on/after client meetings
6. Helping to identify and implement change, coming up with great ideas and better ways to do things
7. Ensuring an exceptional client experience and outstanding internal support

Additionally, you will need to be a role model – supporting with the development and training of other team members, sharing knowledge and best practices.

About you…

As an experienced Financial Planning Administrator, you will work well under pressure in a fast-paced environment whilst managing a varied workload, utilising well-developed analytical skills and endeavouring to be highly organised whilst maintaining acute attention to detail. We are looking for someone who is proactive and positive to help motivate the team.

This is an important role that sits in the heart of our team so to really pull it off you need:

1. A passion for financial planning with proven experience working in administration for a Financial Planning firm
2. Be working towards the Diploma in Regulated Financial Planning (desirable)
3. Ability to listen and ask great questions
4. Effective communication and able to build strong relationships that create trust, open dialogue and be able to give and accept feedback
5. Client-Centric, always prioritising the needs and satisfaction of the client
6. Ability to anticipate client needs and address them without being prompted
7. Solution-based outlook to come up with ways to progress and resolve client requests
8. Work well with internal teams to meet client expectations and build strong internal bonds
9. 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’. 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:

1. Best Companies’ No.1 Accountancy Firm & No.30 Best Large Company to Work For in the UK
2. 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
3. Achieved 6 awards 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:

1. A flexible approach to work – balancing working from home, in office or with clients
2. A generous holiday entitlement
3. An enhanced parental leave policy
4. No dress code – just “wear something!”
5. A multi-award-winning wellbeing offering to support your physical, mental, spiritual, and financial health
6. Volunteering opportunities to work closer with local communities and charities
7. 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.

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