Financial Planning Grad: Flexible Work & Training Path

targetjobs UK; East Midlands; On-site; GBP 24,000 - 32,000; Full time

Benefits offered by this job

Flexible working

Generous holiday allowance

No dress code - just "wear something!"

Wellbeing support

Paid volunteering opportunities

Social events & clubs

Industry-leading training & career dev

Job summary

Cooper Parry Wealth is seeking a passionate Financial Planning Graduate to join us as a full-time Client Services Assistant. You will learn, develop new skills, and gain hands-on experience while working in a collaborative team focused on innovative wealth planning.

The role supports your Diploma in Regulated Financial Planning and progression within the firm. Successful candidates will join an assessment centre at our East Midlands (Sky View) office on 9th December, with opportunities to grow

Qualifications

• Minimum of 3 A Levels or equivalent with grades BBC (with a minimum of one A Level in numerical or business-related subjects)
• Undertaken a degree
• Willingness to pursue the Diploma in Regulated Financial Planning and develop within the profession

Responsibilities

• Be responsible for client data and information, keeping it up to date and accurate for top‑quality service
• Regularly communicate with clients and internal teams
• Administer engagement of new clients and servicing existing ones
• Help the team prepare, coordinate and follow up for client meetings
• Successfully manage a varied workload
• Ensure an overall brilliant client experience

Skills

Communication skills

Project management

Curiosity about companies

Team collaboration

Education

3 A Levels or equivalent

Degree required

Job description

Cooper Parry Wealth is seeking a passionate Financial Planning Graduate to join us as a full-time Client Services Assistant. You will learn, develop new skills, and gain hands-on experience while working in a collaborative team focused on innovative wealth planning.

The role supports your Diploma in Regulated Financial Planning and progression within the firm. Successful candidates will join an assessment centre at our East Midlands (Sky View) office on 9th December, with opportunities to grow