Financial Planning Administrator

Cooper Parry; Greater London; Hybrid; GBP 26,000 - 38,000; Full time

Benefits offered by this job

Flexible work

Career growth

Generous holidays

Parental leave

Pension scheme

Wellbeing programme

Volunteering

Social clubs

Job summary

Cooper Parry Wealth in London is seeking a Financial Planning Administrator to support our Wealth team with client data, onboarding, and meeting coordination. You will work closely with Paraplanners and Relationship Managers to deliver high-quality services while embracing new technology and smarter workflows.

The role focuses on administering complex client assets, maintaining accurate data, and sustaining an excellent client experience.

Qualifications

• Experience in administration for a Financial Planning firm.
• Strong communication and relationship-building abilities.
• Ability to manage client data accurately and efficiently.

Responsibilities

• Manage and administer complex client assets and implement advice smoothly and accurately.
• Own client data, keep everything up to date and precise for a great client experience.
• Build strong relationships through regular client interaction and meeting support.
• Assist onboarding of new clients and ensure existing clients receive seamless service.
• Coordinate and follow up after client meetings to ensure polished interactions.
• Identify improvements to processes and contribute to change initiatives.
• Provide proactive support to colleagues and the client-facing team.
• Be part of a growing business embracing new technology and modern tools.

Skills

Financial planning

Client relationships

Communication

Team collaboration

Education

Diploma in Regulated Financial Planning (desirable)

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 within the industry. Do you love working collaboratively and have found a passion for Wealth Management? Our Wealth team in the London are growing, and we’re currently seeking a Financial Planning Administrator to join them on their journey.

About The Day To Day

Our Experienced Financial Planning Administrator role is paramount to supporting our wider team, like our Paraplanners and Relationship Managers. You will play a huge part in delivering a “best in class” service to our clients and a pivotal role helping the team succeed.

You Will Get Stuck Into

• Playing a key role in managing and administering complex client assets, and implementing new advice smoothly and accurately.
• Taking ownership of our client data — keeping everything up to date, precise and ready, so we can consistently deliver an exceptional experience.
• Building strong relationships through regular client interaction, from day‑to‑day communication to meeting support.
• Assisting with the onboarding of new clients and ensuring our existing clients continue to receive seamless, high‑quality service.
• Helping the team prepare for, coordinate, and follow up after client meetings so every interaction feels polished and purposeful.
• Spotting opportunities to improve how we work, sharing great ideas, and getting involved in implementing positive change.
• Contributing to an outstanding client experience while providing reliable, proactive support to colleagues.
• Being part of a growing, ambitious business that embraces new technology — and getting hands‑on with modern tools and smarter ways of working to make everything we do better.

Additionally, you will need to be a role model – supporting with the development and training of other team members, sharing knowledge and best practices.

About You

As the next Financial Planning Administrator, you will work well under pressure in a fast‑paced environment whilst managing a varied workload, utilising well-developed analytical skills and endeavouring to be highly organised whilst maintaining acute attention to detail. We are looking for someone who is proactive and positive to help motivate the team.

Role

• A passion for financial planning with proven experience working in administration for a Financial Planning firm
• 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

At Cooper Parry Wealth we’re a mould-breaking, bold decision-making, award-taking team. We’ve flipped the traditional wealth management 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. We’ve combined a melting pot of backgrounds, skillsets and generations. We’re renowned for being an incredible place to work, learn, and grow; an environment where our people are happy, engaged, and playing to their strengths every day.

Check Out Our Recent Achievements

• New Model Advisors Top 100 firm in the UK
• Became B Corp Certified in 2023, measuring and improving our impact beyond business for a brighter tomorrow
• No.30 Best Large Company to Work For in the UK & 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
• Support with career growth and qualifications
• 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.

For the attention of agencies - unsolicited CVs will not be honoured. We will only accept CV submissions for roles briefed to you by our Talent Acquisition team.