Find a job 
Featured Companies 
Featured Universities 
For Companies 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, generous holidays, career growth support, and a vibrant culture.
- Other info: Dynamic environment with a focus on wellbeing and community engagement.
- Why this job: Be part of a revolutionary approach to wealth management and make a real impact.
- Qualifications: 5+ years in paraplanning and Level 6 qualification required.
The predicted salary is between 45000 - 60000 £ per year.
At Cooper Parry Wealth, we want to be the best. We’re a mould-breaking, bold decision-making, award-taking team. The wealth management industry loves talking about the latest products that will make people rich. But we’ve flipped the traditional model on its head. Quite simply, we realised it’s broken and ineffective. That’s why we made the bold decision to do things differently. To be the best at what we do. And this is your chance to be a part of it by joining one of the most successful financial planning firms in the UK.
As a Senior Paraplanner, you’ll construct the advice underpinning each financial plan with direction from the Relationship Manager. You’ll play a big role in delivering financial plans to new clients and co-ordinating an expert team including tax advisers and solicitors. As part of a high performing team of Paraplanners, you'll be working alongside our Relationship Managers, Associate Advisers and Tax Advisers in creating financial plans and producing high quality, accurate and compliant reports.
Other day-to-day responsibilities include:
- Complete an accurate and comprehensive analysis of clients’ financial position
- Provides a high level of technical support to Relationship Managers
- Provides meeting support for complex annuals and new clients through to sign up
- Creates and delivers cashflow modelling at client meetings
- Carries out complex/technical calculations
- Mentor and develop other members of the PP team
As a Senior Paraplanner, you will love the technical aspect of financial planning. You will be proactive in taking on extra responsibilities and have an acute level of attention to detail. You will also:
- Can 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
At Cooper Parry Wealth we’re renowned for being an incredible place to work, learn, and grow; an environment where our people are happy, engaged, and playing to their strengths every day.
What's in it for you? Our people are the beating heart of our culture. We know that if you love working here, and you’re given the trust and autonomy to work in a way that best suits you, you’ll produce amazing results. That’s why we offer things like:
- 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 closer with local communities and charities
- Cooper Parry social/sports clubs
Feeling supported and welcomed is such a big part of bringing your whole self to work. 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 employer: Cooper Parry
Contact Detail:
Cooper Parry Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Paraplanner
✨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 a Senior Paraplanner role. You never know who might have the inside scoop on openings at Cooper Parry Wealth or other firms.
✨Tip Number 2
Prepare for those interviews by brushing up on your technical knowledge. Since you'll be dealing with complex financial plans, make sure you can break down intricate concepts into simple solutions. Practice explaining your thought process clearly and confidently.
✨Tip Number 3
Show off your proactive side! During interviews, share examples of how you've taken on extra responsibilities in previous roles. This will demonstrate that you're not just a team player but also someone who’s ready to step up and contribute to the success of the team.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you’re genuinely interested in joining our mould-breaking team at Cooper Parry Wealth.
We think you need these skills to ace Senior Paraplanner
Some tips for your application 🫡
Show Your Passion for Financial Planning: When you're writing your application, let your enthusiasm for the technical side of financial planning shine through. We want to see how you break down complex problems into simple solutions and how you've taken on extra responsibilities in your previous roles.
Tailor Your CV and Cover Letter: Make sure to customise your CV and cover letter to reflect the specific skills and experiences that align with the Senior Paraplanner role. Highlight your experience in paraplanning and any relevant qualifications, like your Level 6 certification.
Be Clear and Concise: We appreciate clarity! Keep your application straightforward and to the point. Use bullet points where necessary to make it easy for us to see your key achievements and skills at a glance.
Apply Through Our Website: Don’t forget to submit your application through our website! It’s the best way for us to receive your details and ensures you’re considered for the role. Plus, it shows you’re keen to be part of our mould-breaking team!
How to prepare for a job interview at Cooper Parry
✨Know Your Stuff
As a Senior Paraplanner, you’ll need to demonstrate your technical expertise. Brush up on financial planning concepts, cashflow modelling, and the latest industry trends. Be ready to discuss how you've tackled complex problems in your previous roles.
✨Show Your Proactivity
Cooper Parry Wealth values proactive team members. Prepare examples of times when you took on extra responsibilities or initiated projects that improved processes. This will show that you’re not just a follower but a leader in your field.
✨Be Detail-Oriented
Attention to detail is crucial for this role. During the interview, highlight your experience with creating accurate reports and conducting thorough analyses. You might even want to bring along a sample of your work to showcase your meticulousness.
✨Cultural Fit Matters
Cooper Parry is all about breaking the mould and fostering a positive culture. Research their values and be prepared to discuss how your personal values align with theirs. Show enthusiasm for their innovative approach to wealth management and how you can contribute to their mission.