Wealth Planning Administrator – Client‑Centric Support

Wealth Planning Administrator – Client‑Centric Support

Full-Time No working from home possible
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Cooper Parry Wealth is seeking an experienced Financial Planning Administrator to join our London-based wealth team. You will support Paraplanners and Relationship Managers, manage client data, and help deliver a best-in-class service to our clients.

We value a proactive, organised approach and a strong client-centric mindset. The role offers flexibility between home, office, and client meetings, with opportunities for career growth and industry qualifications.

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Wealth Planning Administrator – Client‑Centric Support 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.

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Contact Details:

Cooper Parry Recruitment Team