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Financial Planning Administrator

Cooper Parry

Manchester

On-site

GBP 30,000 - 40,000

Full time

Today

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Job summary

A leading wealth management firm in Manchester is seeking an experienced Financial Planning Administrator. You will manage client asset administration, communicate regularly with clients, and support the Paraplanners and Relationship Managers. The role offers excellent opportunities for career growth and a collaborative team environment focused on the client's needs.

Benefits

Flexible approach to work

Generous holiday entitlement

Enhanced parental leave policy

Enhanced pension scheme

Wellbeing support programs

Volunteering opportunities

Social/sports clubs

Qualifications

Proven experience in administration for a Financial Planning firm or similar.
Ability to listen and ask great questions.
Client-centric with a focus on satisfaction.

Responsibilities

Manage clients’ assets and implement new advice.
Lead onboarding of new clients and service existing ones.
Communicate regularly with clients and support meetings.

Skills

Internal Audit

Financial Services

Financial Performance

Variance Analysis

Account Management

Customer Relationships

Education

Working towards the Diploma in Regulated Financial Planning

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 are continuing to grow and have expanded to Manchester and were 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. 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 ability to build strong relationships that create trust, open dialogue and 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

We want someone who enjoys being the hub of the team and who can be relied upon to keep our team ideals upheld.

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 were still the UKs 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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Required Experience

Unclear Seniority

Key Skills