Financial Planning Graduate: Client Services & Growth

Cooper Parry; Derby; On-site; GBP 21,000 - 27,000; Full time

Benefits offered by this job

Flexible working

Generous holiday allowance

No dress code - wear something!

Wellbeing support

Paid volunteering opportunities

Social events

Industry-leading training

Supportive culture

Job summary

Cooper Parry Wealth in Derby is seeking a proactive Financial Planning Graduate to join our bold, collaborative team. This full-time Client Services Assistant role offers hands-on experience while you study toward the Diploma in Regulated Financial Planning, building a solid foundation for a career in wealth management.

You’ll gain practical experience, be supported by mentors, and participate in an Assessment Centre at Sky View East Midlands on 9 December, with opportunities to progress as you

Qualifications

• Minimum of 3 A Levels or equivalent with BBC and at least one A Level in numerical or business-related subjects
• Pursuing or committed to a degree with focus on financial planning or related field
• Curiosity about companies and a proactive approach to learning and client service

Responsibilities

• Be responsible for client data and information, ensuring it is up-to-date and accurate
• Regularly communicate with clients and internal teams
• Administer engagement of new clients and servicing of existing clients
• Help the team prepare, coordinate and follow up for client meetings
• Manage a varied workload while delivering excellent client experience
• Support the journey toward Diploma in Regulated Financial Planning

Skills

Attention to detail

Strong communication

Multitasking

Curiosity about companies

Education

3 A Levels BBC

Degree

Job description

Cooper Parry Wealth in Derby is seeking a proactive Financial Planning Graduate to join our bold, collaborative team. This full-time Client Services Assistant role offers hands-on experience while you study toward the Diploma in Regulated Financial Planning, building a solid foundation for a career in wealth management.

You’ll gain practical experience, be supported by mentors, and participate in an Assessment Centre at Sky View East Midlands on 9 December, with opportunities to progress as you