Financial Planning Graduate | Client Services & Growth

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

Benefits offered by this job

Flexible working

Holiday allowance

No dress code

Wellbeing support

Volunteering

Social events

Training & development

Supportive culture

Job summary

Cooper Parry Wealth is seeking a passionate Financial Planning Graduate to join our collaborative team in a full-time Client Services Assistant role. This development-focused position offers hands-on experience and support toward the Diploma in Regulated Financial Planning.

Successful candidates will attend an Assessment Centre at our East Midlands (Sky View) office on 9th December, meeting the team and showcasing their potential.

Qualifications

• Minimum of 3 A Levels or equivalent with BBC, with at least one A Level in numerical or business-related subjects.
• Must have or be working towards a degree.
• Progress towards the Diploma in Regulated Financial Planning is supported by the firm.

Responsibilities

• Be responsible for our client’s 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 and deliver an exceptional client experience.

Education

3 A Levels or equivalent with BBC

Degree

Diploma in Regulated Financial Planning (path)

Job description

Cooper Parry Wealth is seeking a passionate Financial Planning Graduate to join our collaborative team in a full-time Client Services Assistant role. This development-focused position offers hands-on experience and support toward the Diploma in Regulated Financial Planning.

Successful candidates will attend an Assessment Centre at our East Midlands (Sky View) office on 9th December, meeting the team and showcasing their potential.