Cooper Parry Wealth is looking for a Paraplanner to support Relationship Managers and prepare high-quality, compliant client reports. You will work behind the scenes to ensure smooth delivery of annual planning and advice, with involvement in cashflow modelling and complex calculations.
The role requires strong technical knowledge, careful analysis, and the ability to prioritise workloads while maintaining quality across a high-performing team. Hybrid working and a supportive culture are offered.
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Paraplanner: Holistic Wealth Planning for HNW Clients in Reading 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.
