Financial Planning Administrator — Hybrid/Remote Flexible Growth

Cooper Parry; East Midlands; Hybride; GBP 26 000 - 36 000; Plein temps

Avantages offerts par ce poste

Flexible work arrangement

Generous holiday entitlement

Enhanced pension scheme

Career progression support

Résumé du poste

Cooper Parry Wealth is seeking an experienced Financial Planning Administrator for our East Midlands team. You will play a key role in supporting paraplanners and relationship managers, delivering a high-quality client experience and handling client data with precision.

The role offers a flexible, hybrid working approach including home, office, and client-site work, with opportunities to grow within a fast-expanding wealth management firm.

Qualifications

• Experience in administration for a Financial Planning firm.
• Proactive, well-organised and able to manage multiple tasks.
• Strong communication and relationship-building with clients.

Responsabilités

• Support onboarding of new clients and data administration.
• Coordinate client meetings and assist paraplanners and relationship managers.
• Help deliver a best-in-class client service.
• Maintain accurate client data records and documentation.

Connaissances

Experience in financial planning admin

Client service focus

Team collaboration

Formation

Diploma in Regulated Financial Planning (desirable)

Description du poste

Cooper Parry Wealth is seeking an experienced Financial Planning Administrator for our East Midlands team. You will play a key role in supporting paraplanners and relationship managers, delivering a high-quality client experience and handling client data with precision.

The role offers a flexible, hybrid working approach including home, office, and client-site work, with opportunities to grow within a fast-expanding wealth management firm.