At a Glance
- Tasks: Support our Wealth team by managing client assets and delivering exceptional service.
- Company: Join Cooper Parry Wealth, a bold and innovative wealth management firm.
- Benefits: Flexible work options, generous holiday, career growth support, and a vibrant culture.
- Other info: Join a diverse team with a focus on wellbeing and community engagement.
- Why this job: Be at the heart of a dynamic team making a real impact in financial planning.
- Qualifications: Experience in financial administration and a passion for client-centric service.
The predicted salary is between 30000 - 40000 £ per year.
About the role... Are you an experienced Financial Planning Administrator looking for your next challenge and an opportunity to further build on your career within the industry? Do you love working collaboratively and have found a passion for Wealth Management? Our Wealth team in London is growing, and we’re currently seeking a Financial Planning Administrator to join them on their journey.
About the day to day… Our Experienced Financial Planning Administrator role is paramount to supporting our wider team, like our Paraplanners and Relationship Managers. You will play a huge part in delivering a “best in class” service to our clients and a pivotal role helping the team succeed. You will get stuck into:
- Playing a key role in managing and administering complex client assets, and implementing new advice smoothly and accurately.
- Taking ownership of our client data — keeping everything up to date, precise and ready, so we can consistently deliver an exceptional experience.
- Building strong relationships through regular client interaction, from day-to-day communication to meeting support.
- Assisting with the onboarding of new clients and ensuring our existing clients continue to receive seamless, high-quality service.
- Helping the team prepare for, coordinate, and follow up after client meetings so every interaction feels polished and purposeful.
- Spotting opportunities to improve how we work, sharing great ideas, and getting involved in implementing positive change.
- Contributing to an outstanding client experience while providing reliable, proactive support to colleagues.
- Being part of a growing, ambitious business that embraces new technology — and getting hands-on with modern tools and smarter ways of working to make everything we do better.
Additionally, you will need to be a role model – supporting with the development and training of other team members, sharing knowledge and best practices.
About you... As the next Financial Planning Administrator, you will work well under pressure in a fast-paced environment whilst managing a varied workload, utilising well-developed analytical skills and endeavouring to be highly organised whilst maintaining acute attention to detail. We are looking for someone who is proactive and positive to help motivate the team. This is an important role that sits in the heart of our team so to really pull it off you need:
- A passion for financial planning with proven experience working in administration for a Financial Planning firm.
- Be working towards the Diploma in Regulated Financial Planning (desirable).
- Ability to listen and ask great questions.
- Effective communication and able to build strong relationships that create trust, open dialogue and be able to give and accept feedback.
- Client-Centric, always prioritising the needs and satisfaction of the client.
- Ability to anticipate client needs and address them without being prompted.
- Solution based outlook to come up with ways to progress and resolve client requests.
- Work well with internal teams to meet client expectations and build strong internal bonds.
- Quickly adjust to changes in client requirements or internal processes.
We want someone who enjoys being the hub of the team and who can be relied upon to keep our team ideals upheld.
About us... At Cooper Parry Wealth we’re a mould-breaking, bold decision-making, award-taking team. We’ve flipped the traditional wealth management model on its head. Quite simply, we realised it’s broken and ineffective. That’s why we’ve made the bold decision to do things differently. We’ve combined a melting pot of backgrounds, skillsets and generations. 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.
Check out our 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.
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. Get in touch if you have any questions about our commitment to Diversity & Inclusion or about accessibility/accommodations during your application process.
Wealth Administrator employer: Cooper Parry
Cooper Parry Wealth is an exceptional employer that champions a vibrant and inclusive work culture, where employees are empowered to thrive and innovate. With a strong focus on professional development, flexible working arrangements, and a commitment to employee wellbeing, our London-based team is dedicated to delivering outstanding service in wealth management while fostering personal growth and collaboration. Join us to be part of a forward-thinking organisation that values your contributions and supports your journey towards success.
StudySmarter Expert Advice🤫
We think this is how you could land Wealth Administrator
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Cooper Parry. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Wealth Administrator
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Cooper Parry.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Cooper Parry's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Cooper Parry
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Cooper Parry.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Cooper Parry will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Cooper Parry employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
