Cooper Parry Wealth in Scotland is seeking an experienced Financial Planning Administrator to support a growing wealth team. You will play a pivotal role in managing complex client assets, maintaining accurate client data, and delivering a best-in-class service across onboarding, client meetings, and ongoing support.
You will work with paraplanners and relationship managers, helping to deliver exceptional client experiences while adopting new technology and smarter ways of working.
Wealth Planning Administrator – Hybrid/Flexible 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.
