Cooper Parry Wealth in London is seeking a proactive Financial Planning Administrator to support a fast-paced wealth management team. You will manage client assets, maintain accurate data, and assist with onboarding and meeting follow-up to ensure a seamless client experience.
The role emphasizes collaboration with Paraplanners and Relationship Managers, development of client relationships, and a proactive, service‑oriented approach in a hybrid work setting.
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Wealth Planning Administrator – Hybrid Role & Growth 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.
