Holistic Paraplanner — Flexible Wealth Planning

Cooper Parry; England; Hybrid; GBP 28,000 - 36,000; Full time

Benefits offered by this job

Flexible work approach

Career growth & qualifications

Generous holiday entitlement

Enhanced parental leave

Enhanced pension

No dress code

Wellbeing offering

Volunteering opportunities

Social/sports clubs

Job summary

Cooper Parry Wealth is seeking a Paraplanner to support our Relationship Managers, producing high-quality annual preparation and compliant reports for our clients. You’ll work within a high-performing team of paraplanners to build robust financial plans and deliver thorough analyses.

You’ll combine a strong technical foundation with meticulous attention to detail, handling complex calculations for high net worth clients while prioritising workload in a flexible, supportive environment.

Qualifications

• Experience working as a paraplanner.
• Experience in writing full financial plans.
• Understanding of holistic financial planning.
• Experience with high net worth clients.
• Strong technical knowledge and ability to simplify complexity.
• Excellent organisation and workload prioritisation.
• Ability to juggle tasks and meet deadlines.
• Diploma in Regulated Financial Planning.
• Desirable: working towards Chartered or Certified Financial Planner.

Responsibilities

• Provide a high level of technical support to Relationship Managers
• Complete the preparation for client annual meetings
• Complete an accurate and comprehensive analysis of client’s financial position
• Create cashflow modelling using Voyant Go
• Construct the advice underpinning each financial plan
• Ensure the quality, accuracy and compliance of reports and advice
• Carry out complex calculations e.g. inheritance tax, carry forward and tapered pension contributions

Skills

Paraplanner experience

Financial planning

Holistic planning

High net worth

Technical knowledge

Organisation

Time management

Diploma Regulated FP

Chartered/Certified FP (desirable)

Education

Diploma in Regulated Financial Planning

Chartered or Certified Financial Planner qualification (desirable)

Job description

Cooper Parry Wealth is seeking a Paraplanner to support our Relationship Managers, producing high-quality annual preparation and compliant reports for our clients. You’ll work within a high-performing team of paraplanners to build robust financial plans and deliver thorough analyses.

You’ll combine a strong technical foundation with meticulous attention to detail, handling complex calculations for high net worth clients while prioritising workload in a flexible, supportive environment.