At a Glance
- Tasks: Join us as a Financial Planning Trainee and support clients while learning the ropes of wealth management.
- Company: Cooper Parry Wealth, an award-winning and innovative financial planning firm.
- Benefits: Flexible working, generous holiday, wellbeing support, and industry-leading training.
- Other info: Inclusive culture that values diverse perspectives and supports your growth.
- Why this job: Kickstart your career in finance with hands-on experience and professional qualifications.
- Qualifications: Minimum of 3 A Levels or equivalent, with a passion for numbers and great communication skills.
The predicted salary is between 40500 - 49500 £ per year.
About the role...
At Cooper Parry Wealth we’re a mould-breaking, bold decision-making, award-taking team. We are looking for a passionate and proactive Financial Planning Trainee to join us, someone who loves working collaboratively, with communication at the heart of what they do. This is an exciting opportunity for someone at the beginning of their financial planning career who is eager to learn, develop new skills, and gain invaluable experience within a supportive and collaborative environment. This role is more than just a job; it's a development opportunity.
Alongside gaining practical, hands-on experience, you'll be fully supported on your journey towards achieving the Diploma in Regulated Financial Planning, providing you with the foundation, knowledge, and qualifications needed to progress within the profession. Successful candidates will be invited to attend an Assessment Centre at our East Midlands (Sky View) office on 9th December, giving you the opportunity to meet the team, learn more about Cooper Parry and showcase your potential.
About you...
Here at Cooper Parry, we’re in it together. All we ask of our people is that they play all in, continuously strive to keep learning – whether they are a trainee or a Partner – be brave, open to learning, exploring new approaches and taking on new challenges. You will need to be committed and have amazing project management skills to balance studies and the day job. If you are a School Leaver our minimum requirement would be having gained a minimum of 3 A Levels or equivalent with grades BBC (with a minimum of one A Level in numerical or business-related subjects). At Cooper Parry we are mindful of candidates who may have extenuating circumstances whilst completing their education and did not meet the minimum academic requirements. We would be open to discuss and explore the pathway that matches you the best and welcome you to apply for the role, but please notify us of your extenuating circumstances that affected your results.
- Have great attention to detail, with a passion for numbers, a knack for following processes and love delivering an exceptional client experience
- Possess great communication skills, can build rapport and are comfortable approaching clients and working closely with your colleagues
- Can adapt to changing priorities, and enjoys working in a dynamic environment where priorities can change and teamwork is important
- Able to multitask - processing data, chasing information and prioritising your own workload
- Are excited about Wealth and motivated to succeed in the role through learning, developing and making a positive contribution
About the day to day…
- Be responsible for our client’s data and information, making sure we are always up to date, accurate and ready to be able to deliver a fantastic service
- Regularly communicate and interact with clients and the internal teams
- Administer engagement of new clients and the servicing of existing clients
- Help the team to prepare, coordinate and follow up for client meetings
- Successfully manage a varied workload
- Ensure an overall brilliant client experience
About us...
At Cooper Parry, we're building a business where talented people can do their best work, be themselves, and make a real impact from day one. We're proud to be the UK's largest B Corp certified accountancy firm, which means we're committed to being a force for good. For us, success isn't just about profit. It's about creating opportunities for our people, supporting our communities, and making responsible choices that have a positive impact on the world around us. We've also been recognised as one of the UK's Top 100 Apprenticeship Employers, reflecting our commitment to helping young people launch successful careers and giving future talent the support, development and opportunities they need to thrive.
A place where everyone belongs. We know that the best ideas come from different perspectives, experiences and backgrounds. That's why we're committed to creating an inclusive workplace where everyone feels valued, respected and empowered to be themselves. Whether you're a school leaver, graduate, career changer, or joining us from a different background, we'll support you to grow, develop and succeed. We want our teams to reflect the diverse clients and communities we work with, and we're always looking for ways to make Cooper Parry an even more inclusive place to build a career. If you need any adjustments or support during the recruitment process, we'll work with you to make sure you can perform at your best.
What's in it for you...
- Flexible working - balance home, office and client time in a way that works for you
- Generous holiday allowance to recharge and explore
- No dress code - just "wear something!"
- Award-winning wellbeing support for your physical, mental, financial and emotional wellbeing
- Paid volunteering opportunities to support causes you care about
- Social events, sports clubs and communities that help you connect and make friends
- Industry-leading training, professional qualifications and development opportunities
- A supportive culture where you'll be encouraged to bring your ideas, challenge thinking and make an impact from day one
Interested? If you'd like to be considered for this role, click Apply, upload your CV and follow the next steps! Got questions? We'd love to hear from you. Whether you'd like to know more about our Early Careers programmes, Diversity & Inclusion commitments, or accessibility and adjustments during the application process, we're here to help.
Financial Planning Trainee / School Leaver, 2027 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.
StudySmarter Expert Advice🤫
We think this is how you could land Financial Planning Trainee / School Leaver, 2027
✨Get Involved with University Events
Trainee roles in financial controlling often pop up through university career fairs and networking events. Join finance-related societies at your university so you can mingle with professionals and get the insider scoop on who’s hiring. Plus, these events often have companies like Cooper Parry actively scouting for fresh talent, so get your face out there!
✨Show Off Your Excel Skills
Financial controlling is all about crunching numbers and analysis, so make sure you highlight any relevant skills, especially in Excel. Consider creating a portfolio showcasing your analytical projects or even doing a small financial analysis on a company like Cooper Parry. This will not only impress them but also show you’re proactive!
✨Leverage Professional Networks
Connect with professionals in the financial controlling space through platforms like LinkedIn. Join finance groups and participate in discussions. Even better, search for mentors who can guide you through the maze of securing a trainee role. It’s all about building those connections!
✨Apply through Your University
Many firms, including Cooper Parry, have partnerships with universities for trainee positions. Make sure you utilise your university's career services to get access to exclusive openings and even mock interview practice. Don’t just submit your application blindly—tap into this resource to maximise your chances of landing that trainee position.
We think you need these skills to ace Financial Planning Trainee / School Leaver, 2027
Some tips for your application 🫡
Show Off Your Academic Credentials:In the financial controlling world, your grades matter! Highlight your academic achievements, especially in relevant subjects like finance, accounting, or economics in your CV. If you’ve completed any finance-related courses or certifications, don’t shy away from boasting about them!
Quantify Your Experience:Employers love numbers! When describing any work experience or projects on your CV, try to include metrics or results. For example, if you managed a budget or helped cut costs for a project, mention how much you saved or increased efficiency. This shows you can make an impact.
Express Your Passion in the Cover Letter:As a trainee, your eagerness to learn is crucial. Use your cover letter to convey your enthusiasm for finance. Share what intrigues you about financial controlling and how this role at Cooper Parry can help you grow your skills and knowledge in the field.
Tailor Your Application to Cooper Parry:When applying, it’s vital to tailor your CV and cover letter to reflect the values and goals of Cooper Parry. Mention specific projects or initiatives of the company that resonate with you. Personalising your application shows you’ve done your research and are genuinely interested in being part of their team.
How to prepare for a job interview at Cooper Parry
✨Master the Numbers
Finance ain't just about the glitzy spreadsheets! Brush up on your numerical skills and be prepared for some practical case questions. Expect scenarios where you’ll need to crunch some numbers to analyse financial scenarios—it’s a big part of the trainee role in financial controlling.
✨Know Your Tools
Familiarise yourself with financial software and tools commonly used in the industry like SAP or Excel. During the interview, you might be quizzed on your experience with these tools and how you would use them to streamline financial reporting or budgeting processes.
✨Show Your Willingness to Learn
As a trainee, your potential is just as important as your current skills. Be prepared to talk about your eagerness to learn and grow in the role. Sharing examples of how you've picked up new skills in the past can show that you’re adaptable and ready for the challenges ahead!
✨Ask Smart Questions
Tailor your questions to show you understand the financial controlling field—think about how the company handles its financial reporting processes or ask about the specific tools they use. This not only demonstrates your interest but gives us insight into your analytical thinking and engagement with the role at Cooper Parry.
