Client Services Associate – Wealth & Planning

Logan UK; Greater London; Hybrid; GBP 28,000 - 36,000; Full time

Benefits offered by this job

Flexible work options

Enhanced parental leave

No dress code

Wellbeing programme

Volunteering opportunities

Job summary

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.

Qualifications

• Experience working in administration for a Financial Planning firm or similar Financial Services industry.
• Desirable: working towards the Diploma in Regulated Financial Planning.
• Ability to listen and ask great questions.
• Effective communication and able to build strong relationships that create trust, open dialogue and be able to give and accept feedback.
• Client-centric, prioritising the needs and satisfaction of the client.
• Ability to anticipate client needs and address them without being prompted.
• Solution-based outlook to progress and resolve client requests.
• Work well with internal teams to meet client expectations and build strong internal bonds.

Responsibilities

• Managing and administering clients’ assets and implementing new advice
• Owning client data, keeping it accurate, up-to-date, and ready to deliver an exceptional service
• Communicating with clients regularly, including supporting meetings
• Leading the onboarding of new clients and servicing existing ones
• Preparing, coordinating, and following up on client meetings; owning the actions and driving outcomes
• Delivering outstanding internal support and an unforgettable client experience

Skills

Financial planning

Administration

Client communication

Relationship building

Education

Diploma in Regulated FP

Job description

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.