Client Facing Paraplanner

Plannex Property Management Ltd; Greater London; Hybrid; GBP 42,000 - 54,000; Full time

Benefits offered by this job

Flexible work

Parental leave

Casual dress

Wellbeing program

Volunteering

Social clubs

Job summary

Cooper Parry Wealth is seeking a Client Facing Paraplanner to join our onboarding team and work directly with new prospects! You’ll attend client meetings from Discovery to sign-up and collaborate with the Relationship Manager to craft the advice that drives each financial plan.

You will be hands-on, learning our way of working, and over 2-3 years you’ll be nurtured into a full adviser or Senior Paraplanner depending on your ambitions. The role offers flexible work options and clear progression.

Qualifications

• 2–3 years of paraplanning experience and strong financial planning fundamentals.
• Level 4 qualification and progression toward CII Chartered/CFP.
• Excellent client-facing communication with high attention to detail.
• Strong analytical and attention to detail

Responsibilities

• Engaging in client meetings, collating key client information and completing follow up.
• Diving deep into clients’ financial positions with thorough, accurate analysis to uncover the client goals and objectives.
• Craft dynamic, comprehensive financial plans that captivate clients and follow up with compelling compliance suitability reports.
• Providing top‑tier technical support to Relationship Managers, ensuring seamless, expert‑backed solutions.
• Crafting and presenting cashflow models at client meetings, bringing financial strategies to life.
• Tackling complex calculations, navigating intricate details with ease to provide clarity and precision.

Skills

Client meetings

Financial analysis

Attention to detail

Excel proficiency

Multi-tasking

Education

Paraplanning experience 2-3 years

Level 4 qualification

CII Chartered/CFP in progress

Tools

Excel

Cashflow modelling

Job description

At Cooper Parry Wealth, we want to be the best. We’re a mould-breaking, bold decision-making, award-taking team. And we want you to join us.

The wealth management industry loves talking about the latest products that will make people rich. But we’ve flipped the traditional model on its head. Quite simply, we realised it’s broken and ineffective.

That’s why we made the bold decision to do things differently. To be the best at what we do. And this is your chance to be a part of it by joining one of the most successful financial planning firms in the UK.

As a Client Facing Paraplanner, you’ll be a key player on our onboarding team, working directly with new prospects! You’ll be in the action, attending all client meetings from Discovery to sign-up, and collaborating with the Relationship Manager to create the advice that drives each financial plan. You won’t just be behind the scenes, you’ll be hands on, making sure everything flows seamlessly. You’ll immerse yourself in our way of working, learning from the ground up, and over the next 2-3 years, you’ll be nurtured and developed into a full‑made adviser or a Senior Paraplanner within this team depending on your ambitions.

Day‑to‑day responsibilities

• Engaging in client meetings, collating key client information and completing follow up
• Diving deep into clients’ financial positions with thorough, accurate analysis to uncover the client goals and objectives
• Craft dynamic, comprehensive financial plans that captivate clients and follow up with compelling compliance suitability reports
• Providing top‑tier technical support to Relationship Managers, ensuring seamless, expert‑backed solutions
• Crafting and presenting cashflow models at client meetings, bringing financial strategies to life
• Tackling complex calculations, navigating intricate details with ease to provide clarity and precision

About you

As a Client Facing Paraplanner, you’ll thrive on the technical side of financial planning and truly enjoy diving into the details. You’ll be a proactive go‑getter, always ready to take on new challenges with a sharp eye for detail. You’ll also:

• Excel in client interactions, feeling confident and at ease when facing clients.
• A true understanding of holistic financial planning
• Have worked with high‑net‑worth clients
• Strong technical knowledge and the ability to simplify the complex
• Well‑developed analytical skills and a high level of attention to detail
• Top‑notch organisation skills and ability to actively prioritise your workload
• Ability to juggle lots of different tasks comfortably and deliver work within agreed timescales
• Simplify complex problems, turning them into clear, actionable solutions
• Step up and take on extra responsibilities, always looking for ways to make an impact
• Bring 2-3 years of paraplanning experience to the table, ready to elevate your skills
• Hold a Level 4 qualification and be working towards your CII Chartered or CFP certification, with a passion to keep progressing

About us

We’ve been dubbed ‘the rebels of accountancy’. So, we don’t give run‑of‑the‑mill advice.

We’re straight‑talking. Never afraid to share our opinions. We put people and relationships before products and services, and deliver a streamlined, client‑focused service – free from unnecessary red tape.

That’s how we’ve become the fastest‑growing accountancy firm in the UK, and we’ve never been the type to rest on our laurels.

Over the last couple of years alone, we’ve achieved some fantastic feats:

• Best Companies’ No.1 Accountancy Firm & No.30 Best Large Company to Work For in the UK
• Became B Corp Certified in 2023 and we’re still the UK’s largest accountancy B Corp, measuring and improving our impact beyond business for a brighter tomorrow
• Achieved 6 awards at the Inspiring Workplace Awards in 2024, against all businesses of all sizes in the UK and Ireland. We were recognised as “Best‑in‑class” for Inspiring Culture and Purpose, Wellbeing, Employee Voice and Employee Experience

What’s in it for you?

Our people are the beating heart of our culture. We know that if you love working here, and you’re given the trust and autonomy to work in a way that best suits you, you’ll produce amazing results.

That’s why we offer things like:

• A flexible approach to work – balancing working from home, in office or with clients
• An enhanced parental leave policy
• No dress code – just “wear something!”
• A multi‑award‑winning wellbeing offering to support your physical, mental, spiritual, and financial health
• Volunteering opportunities to work closer with local communities and charities
• Cooper Parry social/sports clubs

Feeling supported and welcomed is such a big part of bringing your whole self to work. As an equal opportunities’ employer, we’ll work with you to ensure you have everything you need to develop your skills and achieve your best.

Get in touch if you have any questions about our commitment to Diversity & Inclusion or about accessibility/accommodations during your application process.