Financial Planning Operations Manager

Cooper Parry; East Midlands; Hybrid; GBP 60,000 - 90,000; Full time

Benefits offered by this job

Flexible work

Career development

Generous holiday entitlement

Enhanced parental leave

Enhanced pension

Casual dress code

Wellbeing programme

Volunteering opportunities

Social/sports clubs

Job summary

Cooper Parry Wealth is seeking a Financial Planning Systems & Operations Manager to sit at the centre of operations, technology, data and transformation. You’ll own CRM, drive data quality, and support business-wide transformation to improve efficiency and client experience.

Ideal candidates will have experience in financial planning operations or related roles, strong Excel and data insight capabilities, and a collaborative, cross-functional mindset.

Qualifications

• Experience in financial planning operations or similar wealth management role.
• Experience with financial planning systems and technology.
• Ability to drive process improvements and change initiatives.

Responsibilities

• Keep systems, processes and operational support running smoothly and effectively.
• Lead or support transformation initiatives across the business.
• Own CRM and client portal, ensuring data quality and user adoption.

Skills

Excel skills

Data analysis

Reporting

Problem solving

Stakeholder management

Tools

CRM

Job description

About The Role

Ready to help shape the future of wealth management? At Cooper Parry Wealth, we don't do things because "that's how they've always been done". We challenge the status quo, rethink the traditional wealth model, and build better experiences for our clients and our people.

We're looking for a Financial Planning Systems & Operations Manager to play a pivotal role in how our business runs and evolves. This is an opportunity to sit at the centre of operations, technology, data and transformation, driving improvements that genuinely make a difference.

Whether your background is in financial planning operations, paraplanning, administration, systems management, or process improvement, this role offers the chance to take ownership and influence change.

Working closely with our Transformation Director, you'll support the day-to-day running of our operations while helping deliver strategic projects that improve efficiency, enhance the client experience, and future-proof our business.

Your Role

• Keep our systems, processes and operational support running smoothly and effectively


• Be the go-to person for operational challenges, process improvements, and finding smarter ways of working


• Support the delivery of business-wide transformation and change initiatives


• Take ownership of our CRM and client portal, ensuring data quality, user adoption and continuous improvement


• Turn operational data into meaningful insights through reporting and KPI tracking


• Champion innovation, automation and technology adoption across the business


• Develop and improve processes, documentation and operational best practice

This is a role for someone who enjoys solving problems, improving how things work, and making a visible impact every day.

As we're continuing to grow our Wealth presence across the UK, we're ideally looking for someone who is happy to travel occasionally to support teams, projects and growth initiatives in different locations.

About You

You're someone who sees opportunity where others see process.

You enjoy understanding how things work, spotting ways to make them better, and bringing people with you on the journey. You're naturally curious, commercially minded, and comfortable balancing detail with the bigger picture.

We're Particularly Interested In People Who

• Have experience in financial planning operations, paraplanning, administration, or a similar operational role within wealth management


• Understand financial planning systems and technology, and enjoy challenging existing ways of working to drive improvement


• Feel comfortable leading or supporting change and helping teams adopt new processes, systems and ways of working


• Are confident working with data and using insights to support decisions and improve performance


• Bring strong Excel skills and a practical, problem-solving mindset


• Take ownership, follow through on commitments, and act with accountability


• Build strong relationships and communicate effectively with people at all levels


• Enjoy collaborating, influencing and working cross-functionally


• Are motivated by continuous improvement and delivering meaningful outcomes for clients and colleagues alike

About Us

At Cooper Parry Wealth we’re a mould-breaking, bold decision-making, award-taking team. We’ve flipped the traditional wealth management model on its head. Quite simply, we realised it’s broken and ineffective.

That’s why we’ve made the bold decision to do things differently. We’ve combined a melting pot of backgrounds, skillsets and generations. We’re renowned for being an incredible place to work, learn, and grow; an environment where our people are happy, engaged, and playing to their strengths every day.

Check Out Our Recent Achievements

• New Model Advisors Top 100 firm in the UK


• Became B Corp Certified in 2023, measuring and improving our impact beyond business for a brighter tomorrow


• No.30 Best Large Company to Work For in the UK & 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?

That’s Why We Offer Things Like

• A flexible approach to work - balancing working from home, in office or with clients


• Support with career growth and qualifications


• 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.