At a Glance
- Tasks: Construct financial plans and support clients with expert advice.
- Company: Join a bold, award-winning team at Cooper Parry Wealth.
- Benefits: Flexible work options, generous holidays, and career growth support.
- Other info: Enjoy a vibrant culture with social clubs and community volunteering.
- Why this job: Make a real impact in wealth management and mentor others.
- Qualifications: 5+ years in paraplanning and Level 6 qualification required.
The predicted salary is between 50000 - 60000 € per year.
About The Role
At Cooper Parry Wealth we want to be the best. We’re a mould‑breaking, bold decision‑making, award‑taking team. We’ve flipped the traditional wealth management model on its head. As a Senior Paraplanner you’ll construct the advice underpinning each financial plan with direction from the Relationship Manager, play a big role in delivering financial plans to new clients and coordinate an expert team including tax advisers and solicitors. You’ll work in a high‑performing team of Paraplanners alongside Relationship Managers, Associate Advisers and Tax Advisers to create financial plans and produce high‑quality, accurate and compliant reports.
Responsibilities
- Complete an accurate and comprehensive analysis of clients’ financial position
- Provide a high level of technical support to Relationship Managers
- Provide meeting support for complex annuals and new clients through to sign‑up
- Create and deliver cashflow modelling at client meetings
- Carry out complex/technical calculations
- Mentor and develop other members of the PP team
Qualifications
- Break down complex problems into simple solutions
- Proactive in taking on extra responsibilities
- Minimum of 5 years experience in a paraplanning role
- Holds Level 6 qualification – CII Chartered or CFP
Benefits
- A flexible approach to work – 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 – just “wear something!”
- A 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’ll work with you to ensure you have everything you need to develop your skills and achieve your best.
Senior Paraplanner in London employer: Cooper Parry
At Cooper Parry Wealth, we pride ourselves on being a forward-thinking employer that champions innovation and collaboration. Our flexible work culture allows you to balance home and office life while providing ample opportunities for professional growth and development. With a strong focus on employee wellbeing and community engagement, we offer a unique environment where you can thrive both personally and professionally.
StudySmarter Expert Advice🤫
We think this is how you could land Senior Paraplanner in London
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance world, especially those who work at Cooper Parry Wealth. A friendly chat can sometimes lead to opportunities that aren’t even advertised.
✨Tip Number 2
Prepare for the interview by understanding their unique approach to wealth management. Show them you’re not just another candidate; you’re someone who gets their bold, mould-breaking vibe and can contribute to it.
✨Tip Number 3
Practice your technical skills! As a Senior Paraplanner, you’ll need to demonstrate your ability to break down complex problems. Brush up on your cashflow modelling and calculations to impress during practical assessments.
✨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 take the initiative to engage with us directly.
We think you need these skills to ace Senior Paraplanner in London
Some tips for your application 🫡
Show Your Passion:When writing your application, let your enthusiasm for the role shine through. We want to see why you're excited about becoming a Senior Paraplanner with us and how you align with our bold, mould-breaking approach.
Be Specific:Use concrete examples from your experience to demonstrate your skills. Whether it's complex calculations or mentoring others, we love to see how you've tackled challenges in the past and what you've achieved.
Tailor Your Application:Make sure to customise your application to reflect the job description. Highlight your Level 6 qualifications and relevant experience, and show us how you can contribute to our high-performing team.
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates during the process!
How to prepare for a job interview at Cooper Parry
✨Know Your Stuff
Make sure you brush up on your technical knowledge related to financial planning and paraplanning. Be ready to discuss complex calculations and cashflow modelling, as these are key aspects of the role. Familiarise yourself with the latest trends in wealth management to show you're on top of your game.
✨Showcase Your Team Spirit
Since this role involves working closely with Relationship Managers and other advisers, highlight your experience in collaborative environments. Share examples of how you've successfully mentored others or contributed to a team project. This will demonstrate that you can thrive in a high-performing team.
✨Prepare for Scenario Questions
Expect questions that assess your problem-solving skills. Prepare to break down complex scenarios into simple solutions, as this is crucial for the role. Think of specific instances where you've tackled challenging situations and be ready to explain your thought process.
✨Embrace the Culture
Cooper Parry Wealth prides itself on being bold and innovative. Research their company culture and values, and think about how you can align with them. During the interview, express your enthusiasm for their approach to wealth management and how you can contribute to their mould-breaking ethos.
