Financial Planning Ops & Systems Leader

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

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.