Cooper Parry Wealth in London is seeking a Financial Planning Administrator to support our Wealth team with client data, onboarding, and meeting coordination. You will work closely with Paraplanners and Relationship Managers to deliver high-quality services while embracing new technology and smarter workflows.
The role focuses on administering complex client assets, maintaining accurate data, and sustaining an excellent client experience.
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Wealth Planning Admin: Flexible, Hybrid Role 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.