At a Glance
- Tasks: Create and analyse financial plans while mentoring fellow paraplanners.
- Company: Join Cooper Parry Wealth, a leader in financial planning.
- Benefits: Competitive salary, professional development, and a supportive team environment.
- Other info: Opportunity to work alongside tax advisers and solicitors in a dynamic setting.
- Why this job: Make a real difference in clients' financial futures with expert guidance.
- Qualifications: Experience in financial planning and strong analytical skills.
The predicted salary is between 60000 - 80000 £ per year.
Cooper Parry Wealth is seeking a Senior Paraplanner to underpin financial plans under the guidance of the Relationship Manager.
You will contribute to delivering high-quality, compliant reports and work with a team of experts including tax advisers and solicitors.
You will analyze clients’ financial positions, provide technical support, and produce cashflow models for client meetings, while mentoring other paraplanners to maintain excellence in the team.
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Senior Paraplanner – Lead Financial Plans & Modelling employer: Cooper Parry
Cooper Parry is an exceptional employer that fosters a collaborative culture, making it an ideal place for a Senior NetSuite Functional Consultant to thrive. With generous holiday allowances and a commitment to professional development, employees are encouraged to grow their skills while enjoying the flexibility of a largely remote role. The opportunity to build strong client relationships and engage in meaningful projects further enhances the rewarding experience of working with us.
