Financial Planning Administrator

Cooper Parry; City Of London; Hybrid; GBP 30,000 - 40,000; Full time

Job summary

A leading financial planning firm in London is seeking a Financial Planning Administrator to support Paraplanners and Relationship Managers. This role involves managing client data, communicating with clients, and ensuring a high level of service. The ideal candidate will have a passion for financial planning and a client-centric approach. This position offers opportunities for career growth within a collaborative team environment and flexible work arrangements.

Benefits

Flexible work arrangements

Generous holiday entitlement

Enhanced parental leave policy

Enhanced pension scheme

Wellbeing offerings

Volunteering opportunities

Qualifications

• Proven experience working in administration for a Financial Planning firm or a similar Financial Services industry.
• Client-centric approach prioritizing client needs and satisfaction.
• Quickly adjust to changes in client requirements or internal processes.

Responsibilities

• Manage and administer clients' assets and implement new advice.
• Communicate with clients regularly and support meetings.
• Own client data and keep it accurate and up-to-date.

Skills

Client-Centric

Effective communication

Financial planning passion

Ability to listen and ask great questions

Solution-based outlook

Education

Working towards Diploma in Regulated Financial Planning

Job description

About the role

Are you an experienced Financial Planning Administrator looking for your next challenge and an opportunity to further build on your career into Senior Administration or Paraplanning? Do you love working collaboratively and have found a passion for Wealth Management?

Our Wealth team in London are continuing to grow, and we're currently seeking an experienced Financial Planning Administrator to join them on their journey.

About the team

At Cooper Parry Wealth we're a mould-breaking, bold decision-making, award-taking team. 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've made the bold decision to do things differently. Our Client Services team is on a rocket ship with rapid business growth and the ongoing progression of our talented team; this is your chance to be a part of it by joining one of the most successful financial planning firms in the UK. If you're bold, curious, and ready to build a career with endless opportunities, now's your moment.

About the day to day

As a Client Services Associate, you'll be at the heart of a fast-growing, high-performing team that's redefining what "best in class" service looks like.

In this role, you'll be a key player supporting Paraplanners, Relationship Managers, and the wider team-making a real impact every day. Expect variety, challenge, and the chance to grow your career in a business that's scaling fast.

• 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

Why this role is different

You won't just be supporting the team, you'll be growing with it. With access to a wealth of knowledge from our talented people, you'll be surrounded by individuals who want to see you succeed. If you're driven, client centric, and ready to take your career to the next level, this is it!

About you

At Cooper Parry, we're in it together. All we ask of our people is that they play all in. You'll continuously strive to keep learning - whether you're a trainee or a Partner - and you'll be brave, stepping out of your comfort zone to tackle new challenges. Above all, be nice. A simple notion, but an irreplaceable part of what makes CP, CP.

In addition to those core values, as a Financial Planning Assistant / Client Services Assistant, you will know this is an important role that sits in the heart of our team. To really pull it off you need to:

• A passion for financial planning with proven experience working in administration for a Financial Planning firm or a similar Financial Services industry
• Be working towards the Diploma in Regulated Financial Planning (desirable)
• 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, always prioritising the needs and satisfaction of the client
• Ability to anticipate client needs and address them without being prompted
• Solution based outlook to come up with ways to progress and resolve client requests
• Work well with internal teams to meet client expectations and build strong internal bonds
• Quickly adjust to changes in client requirements or internal processes

About us

We've been dubbed 'the rebels of accountancy'. 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.

Check out our recent achievements:

• 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 5 awards at the Inspiring Workplace Awards in 2025: winner in the Large Business category and best in class for inspiring People & Culture, Wellbeing, Inclusion 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
• A generous holiday entitlement
• An enhanced parental leave policy
• An enhanced pension scheme
• 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.

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