Financial Planning Trainee, September 2027

Cooper Parry; Hemington; On-site; GBP 21,000 - 25,000; Full time

Job summary

Cooper Parry Wealth is seeking a passionate Financial Planning Trainee to join our bold, collaborative team. You’ll be supported on the journey toward the Diploma in Regulated Financial Planning, building skills and gaining invaluable experience in wealth management.

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

Qualifications

• School Leaver with 3 A Levels (BBC) including at least one in numerical or business subjects.
• Excellent attention to detail and numeracy.
• Strong communication skills and ability to build rapport with clients.
• Willingness to balance studies with a demanding workload.
• Curiosity about companies and client experience.

Responsibilities

• Manage and maintain client data to ensure accuracy and readiness to deliver a great service.
• Regularly communicate with clients and internal teams.
• Assist in engagement of new clients and servicing of existing clients.

Skills

Attention to detail

Project management

Communication skills

Curiosity about companies

Education

3 A Levels (BBC)

Job description

At Cooper Parry Wealth we're a mould-breaking, bold decision-making, award-taking team. And we are looking for a passionate and proactive Financial Planning Trainee to join us, someone who loves working collaboratively, with communication at the heart of what they do.

The wealth management industry loves talking about the latest products that will make people rich. But we've flipped the traditional model on its head. Quite simply, we realised it's broken and ineffective.

That's why we made the bold decision to do things differently. And this is your chance to be a part of it by joining one of the most successful financial planning firms in the UK.

You would be joining in a full-time Client Services Assistant role. This is an exciting opportunity for someone at the beginning of their financial planning career who is eager to learn, develop new skills, and gain invaluable experience within a supportive and collaborative environment. This role is more than just a job; it's a development opportunity.

Alongside gaining practical, hands-on experience, you will be fully supported on your journey towards achieving the Diploma in Regulated Financial Planning, providing you with the foundation, knowledge, and qualifications needed to progress within the profession.

Successful candidates will be invited to attend an Assessment Centre at our East Midlands (Sky View) office on 9th December, giving you the opportunity to meet the team, learn more about Cooper Parry and showcase your potential.

About you...

Here at Cooper Parry, we're in it together. All we ask of our people is that they play all in, continuously strive to keep learning - whether they are a trainee or a Partner - be brave, open to learning, exploring new approaches and taking on new challenges. And above all of that, be nice!

You will need to be committed and have amazing project management skills to balance studies and the day job. You need to be curious about companies and see our work as part of their success.

If you are a School Leaver our minimum requirement would be having gained a minimum of 3 A Levels or equivalent with grades BBC (with a minimum of one A Level in numerical or business-related subjects)

At Cooper Parry we are mindful of candidates who may have extenuating circumstances whilst completing their education and did not meet the minimum academic requirements. We would be open to discuss and explore the pathway that matches you the best and please notify us of your extenuating circumstances that affected your results.

So, we look for people who...Have great attention to detail, with a passion for numbers, a knack for following processes and love delivering an exceptional client experiencePossess great communication skills, can build rapport and are comfortable approaching clients and working closely with your colleaguesCan adapt to changing priorities, and enjoys working in a dynamic environment where priorities can change and teamwork is importantAble to multitask - processing data, chasing information and prioritising your own workloadAre excited about Wealth and motivated to succeed in the role through learning, developing and making a positive contributionAbout the day to day…Be responsible for our clients data and information, making sure we are always up to date, accurate and ready to be able to deliver a fantastic serviceRegularly communicate and interact with clients and the internal teamsAdminister engagement of new clients and the servicing of existing clientsHelp the team to prepare, coordinate and follow up for client meetingsSuccessfully manage a varied workloadEnsure an overall brilliant client experience