Financial Planning Ops & Systems Leader

Financial Planning Ops & Systems Leader

Full-Time On-site
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Cooper Parry Wealth is seeking a Financial Planning Systems & Operations Manager to sit at the centre of operations, technology, data and transformation. You’ll own CRM, drive data quality, and support business-wide transformation to improve efficiency and client experience.

Ideal candidates will have experience in financial planning operations or related roles, strong Excel and data insight capabilities, and a collaborative, cross-functional mindset.

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Financial Planning Ops & Systems Leader 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.

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Contact Details:

Cooper Parry Recruitment Team