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- Tasks: Support Relationship Managers and prepare high-quality financial reports for clients.
- Company: Join Cooper Parry Wealth, a bold and innovative financial planning firm.
- Benefits: Flexible work options, generous holidays, and a focus on wellbeing.
- Why this job: Be part of a team thatâs redefining wealth management and making a real impact.
- Qualifications: Experience as a paraplanner and strong analytical skills required.
- Other info: Dynamic culture with opportunities for growth and community engagement.
The predicted salary is between 36000 - 60000 ÂŁ per year.
At Cooper Parry Wealth we want to be the best. We are a mouldâbreaking, bold decisionâmaking, awardâtaking team and we want you to join us. The wealth management industry loves talking about the latest products that will make people rich. But we have flipped the traditional model on its head. We realised it is broken and ineffective, so we made the bold decision to do things differently and to be the best at what we do. This is your chance to be part of one of the most successful financialâplanning firms in the UK.
As a Paraplanner you will be a key player in servicing our existing clients, working behind the scenes to ensure everything flows seamlessly. You will work alongside our Relationship Managers producing highâquality annual preparation and accurate, compliant reports.
DayâtoâDay Responsibilities
- Provide a high level of technical support to Relationship Managers
- Complete the preparation for client annual meetings
- Complete an accurate and comprehensive analysis of client's financial position
- Creating cashâflow modelling using Voyant Go
- Construct the advice underpinning each financial plan
- Responsible for the quality, accuracy and compliance of reports and advice
- Correctly carry out complex calculations such as inheritance tax, carryâforward and tapered pension contributions
About You
At Cooper Parry, we are in it together. All we ask of our people is that they play all in. You will continuously strive to keep learning, whether you are a trainee or a Partner, and you will be brave, stepping out of your comfort zone to tackle new challenges. Above all, be nice. A simple notion, but an irreplaceable part of what makes CP, CP.
Qualifications
- Experience working as a paraplanner
- Experience in writing full financial plans
- A true understanding of holistic financial planning
- Have worked with high net worth clients
- Strong technical knowledge and the ability to simplify the complex
- Wellâdeveloped analytical skills and a high level of attention to detail
- Topânotch organisational skills and ability to prioritise your workload
- Ability to juggle many tasks comfortably and deliver work within agreed timescales
- The Diploma in Regulated Financial Planning
- Working towards the Chartered or Certified Financial Planner qualification (desirable)
About Us
Cooper Parry Wealth is a mouldâbreaking, bold decisionâmaking, awardâtaking team that has flipped the traditional wealthâmanagement model on its head. We have combined a melting pot of backgrounds, skill sets and generations. We are renowned for being an incredible place to work, learn and grow in an environment where our people are happy, engaged and playing to their strengths every day.
Recent Achievements
- New Model Advisors Top 100 firm in the UK
- Became B Corp Certified in 2023, measuring and improving our impact beyond business for a brighter tomorrow
- No. 30 Best Large Company to Work For in the UK & achieved 5 awards at the Inspiring Workplace Awards in 2025: winner in the Large Business category and best in class for inspiring People & Culture, Wellbeing, Inclusion and Employee Experience
Whatâs in it for you?
Our people are the beating heart of our culture. We know that if you love working here, and you are given the trust and autonomy to work in a way that best suits you, you will produce amazing results.
We Offer
- A flexible approach to work â balancing working from home, in office or with clients
- Support with career growth and qualifications
- A generous holiday entitlement
- An enhanced parental leave policy
- An enhanced pension scheme
- No dress code â just wear something!
- A multiâawardâwinning wellbeing offering to support your physical, mental, spiritual and financial health
- Volunteering opportunities to work closer with local communities and charities
- Cooper Parry social/sports clubs
Equal Opportunities
Feeling supported and welcomed is such a big part of bringing your whole self to work. 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. Get in touch if you have any questions about our commitment to Diversity & Inclusion or about accessibility/accommodations during your application process.
Agency Statement
For the attention of agencies â unsolicited CVs will not be honoured. We will only accept CV submissions for roles briefed to you by our Talent Acquisition team.
Paraplanner in London employer: Cooper Parry
Contact Detail:
Cooper Parry Recruiting Team
StudySmarter Expert Advice đ€«
We think this is how you could land Paraplanner in London
âšTip Number 1
Network like a pro! Reach out to current employees at Cooper Parry Wealth on LinkedIn. Ask them about their experiences and what they love about working there. This not only shows your interest but can also give you insider tips that might help you stand out.
âšTip Number 2
Prepare for the interview by understanding their unique approach to wealth management. Familiarise yourself with their bold decisions and how theyâve flipped the traditional model. This will show that youâre aligned with their values and ready to contribute to their innovative culture.
âšTip Number 3
Practice your technical skills! Since you'll be providing high-level support, brush up on your financial planning knowledge and calculations. Being able to discuss complex topics confidently will impress the interviewers and demonstrate your expertise.
âšTip Number 4
Donât forget to showcase your soft skills! At Cooper Parry, being nice and collaborative is key. Share examples of how you've worked well in teams or helped clients in the past. This will highlight that you fit into their culture of support and growth.
We think you need these skills to ace Paraplanner in London
Some tips for your application đ«Ą
Show Your Passion: When writing your application, let your enthusiasm for the role shine through. We want to see that youâre excited about joining a mould-breaking team like ours and that you understand what makes Cooper Parry unique.
Tailor Your CV: Make sure your CV is tailored to the Paraplanner role. Highlight your experience with high net worth clients and your technical knowledge. We love seeing how your skills align with our needs, so donât hold back!
Be Clear and Concise: In your written application, clarity is key. Use straightforward language and avoid jargon where possible. We appreciate well-structured applications that get straight to the point while showcasing your analytical skills.
Apply Through Our Website: Donât forget to apply through our website! Itâs the best way for us to receive your application and ensures youâre considered for the role. Plus, it shows youâre serious about joining our amazing team!
How to prepare for a job interview at Cooper Parry
âšKnow Your Stuff
Make sure you brush up on your technical knowledge related to financial planning. Be ready to discuss complex calculations like inheritance tax and pension contributions, as well as how you can simplify these concepts for clients.
âšShowcase Your Experience
Prepare examples from your past work as a paraplanner, especially those involving high net worth clients. Highlight your experience in writing full financial plans and how you've contributed to client meetings.
âšEmphasise Teamwork
Cooper Parry values collaboration, so be prepared to talk about how you work with Relationship Managers and other team members. Share instances where youâve played a key role in ensuring seamless service for clients.
âšBe Bold and Nice
Reflect the company culture by being confident yet approachable. Show that you're willing to step out of your comfort zone and tackle new challenges, while also demonstrating kindness and respect towards everyone you interact with during the interview.
