Cooper Parry Wealth in the East Midlands is seeking an experienced Financial Planning Administrator to support our Wealth team and Paraplanners. You will help deliver a best-in-class service to clients and play a pivotal role in ensuring smooth operations.
You will handle client data, onboarding, meeting logistics, and ongoing client communications while spotting improvements and training colleagues. We value collaboration, proactive support, and embracing new tech to raise the client experience.
#J-18808-LjbffrWealth Planning Administrator — Flexible, Client‑Focused 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.
