Cooper Parry Wealth in London is seeking an experienced Financial Planning Administrator to join our Client Services team and support Paraplanners, Relationship Managers, and the wider team. This role offers varied daily tasks and the chance to grow toward Senior Administration or Paraplanning.
You will manage client data, support onboarding, and help deliver an outstanding client experience while collaborating across internal teams. Flexible hybrid working and career progression are available.
#J-18808-Ljbffr
Client Services Associate – Wealth & Planning in London employer: Logan UK
EQ is an exceptional employer, offering a dynamic work environment in the heart of London, where innovation meets a commitment to social responsibility. As a Certified B Corporation, we prioritise making a positive impact on the community while providing our employees with ample opportunities for professional growth and development. With a supportive culture that values collaboration and flexibility, we empower our team to excel in their roles and contribute to industry-leading financial planning standards.
