Wealth Planning Administrator – Client Experience Lead

Wealth Planning Administrator – Client Experience Lead

Full-Time On-site
C

Cooper Parry Wealth in London is seeking an experienced Financial Planning Administrator to support our wealth team and paraplanners in delivering a best-in-class client experience. You will manage and administer complex client assets, maintain accurate data, assist onboarding, and coordinate meetings, helping the team respond quickly and professionally.

We value collaboration, proactive problem solving and professional growth; you may be working towards the Diploma in Regulated Financial

#J-18808-Ljbffr

Wealth Planning Administrator – Client Experience Lead 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.

C

Contact Details:

Cooper Parry Recruitment Team