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For Companies At a Glance
- Tasks: Support our Wealth team by managing client assets and delivering exceptional service.
- Company: Join a growing financial planning firm with a collaborative culture.
- Benefits: Flexible work options, generous holiday, career growth support, and no dress code.
- Other info: Be part of a dynamic team that embraces new technology and positive change.
- Why this job: Make a real impact in wealth management while developing your skills.
- Qualifications: Experience in financial planning administration and strong communication skills.
The predicted salary is between 35000 - 45000 £ 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 within the industry? Do you love working collaboratively and have found a passion for Wealth Management? Our Wealth team in London is growing, and we're currently seeking an Experienced Financial Planning Administrator to join them on their journey.
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 succeed.
- Play a key role in managing and administering complex client assets, and implementing new advice smoothly and accurately.
- Take ownership of client data – keeping everything up to date, precise and ready, so we can consistently deliver an exceptional experience.
- Build strong relationships through regular client interaction, from day‑to‑day communication to meeting support.
- Assist with the onboarding of new clients and ensure existing clients continue to receive seamless, high‑quality service.
- Help the team prepare for, coordinate, and follow up after client meetings so every interaction feels polished and purposeful.
- Spot opportunities to improve work processes, share great ideas, and get involved in implementing positive change.
- Contribute to an outstanding client experience while providing reliable, proactive support to colleagues.
- Be part of a growing, ambitious business that embraces new technology – getting hands‑on with modern tools and smarter ways of working.
About you
You will work well under pressure in a fast‑paced environment while managing a varied workload, utilising well‑developed analytical skills and endeavouring to be highly organised whilst maintaining acute attention to detail. You are proactive, positive, and help motivate the team.
Qualifications
- A passion for financial planning with proven experience working in administration for a Financial Planning firm.
- 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/receive 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 – able 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.
Benefits
- Flexible approach to work – balancing working from home, in office or with clients.
- Support with career growth and qualifications.
- Generous holiday entitlement.
- Enhanced parental leave policy.
- Enhanced pension scheme.
- No dress code – just "wear something!"
- Multi‑award‑winning wellbeing offering to support your physical, mental, spiritual, and financial health.
- Volunteering opportunities to work closely with local communities and charities.
- Cooper Parry social/sports clubs.
As an equal opportunities employer, we will work with you to ensure you have everything you need to develop your skills and achieve your best.
Experienced Financial Planning Administrator in London employer: Cooper Parry
Contact Detail:
Cooper Parry Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Experienced Financial Planning Administrator in London
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning industry and let them know you're on the lookout for new opportunities. You never know who might have the inside scoop on a role that’s perfect for you.
✨Tip Number 2
Prepare for interviews by researching the company and its culture. Familiarise yourself with their approach to wealth management and think about how your skills can contribute to their goals. This will help you stand out as a candidate who truly gets what they’re about.
✨Tip Number 3
Practice your communication skills! Since building strong relationships is key in this role, consider doing mock interviews with friends or family. This will help you articulate your thoughts clearly and confidently when it counts.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive and take the initiative to connect with us directly.
We think you need these skills to ace Experienced Financial Planning Administrator in London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the role of Experienced Financial Planning Administrator. Highlight your relevant experience in financial planning and administration, and don’t forget to showcase your analytical skills and attention to detail!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to express your passion for wealth management and how you can contribute to our team. Be sure to mention specific examples of how you've supported teams in the past.
Showcase Your Client-Centric Approach: In your application, emphasise your client-centric mindset. Share examples of how you've prioritised client needs and built strong relationships, as this is key to delivering that 'best in class' service we strive for.
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It’s the best way for us to receive your application 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, make sure you brush up on your financial planning knowledge. Familiarise yourself with the latest trends in wealth management and be ready to discuss how you've applied your skills in previous roles. This will show that you're not just experienced but also passionate about the industry.
✨Showcase Your Organisational Skills
As an Experienced Financial Planning Administrator, being organised is key. Prepare examples of how you've managed complex client assets or streamlined processes in the past. Bring these stories to the table during your interview to demonstrate your ability to handle a varied workload effectively.
✨Build Rapport
Since this role involves a lot of client interaction, practice building rapport with your interviewers. Use active listening techniques and ask insightful questions about their team dynamics and client relationships. This will highlight your communication skills and client-centric approach.
✨Be Proactive About Improvement
Think of ways you can contribute to improving work processes within the team. During the interview, share any ideas you have for enhancing client experiences or streamlining operations. This proactive mindset will resonate well with the interviewers and show that you're ready to make a positive impact.