Paraplanner – Flexible, Holistic Wealth Planning

Cooper Parry; Birmingham; Hybrid; GBP 32,000 - 46,000; Full time

Benefits offered by this job

Flexible work arrangement

Career development

Generous holiday entitlement

Parental leave policy

Pension scheme

Wellbeing program

Job summary

Cooper Parry Wealth is seeking a dedicated Paraplanner to support Relationship Managers by producing high quality annual preparation and accurate, compliant reports.

You will join a high-performing team of paraplanners, delivering robust analyses and underpinning advice to protect and grow client wealth. This role offers flexibility to work from home, in the office or with clients, and opportunities for career development.

Qualifications

• Experience working as a paraplanner.
• Experience in writing full financial plans.
• A true understanding of holistic financial planning.
• Have worked with high net worth clients.
• Strong technical knowledge and the ability to simplify the complex.
• Well developed analytical skills and a high level of attention to detail.
• Top-notch organisation skills and ability to actively prioritise your workload.
• Ability to juggle lots of different tasks comfortably and deliver work within agreed timescales.
• The Diploma in Regulated Financial Planning.
• Working towards the Chartered or Certified Financial Planner qualification (desirable).

Responsibilities

• Provide high level technical support to Relationship Managers.
• Prepare client annual meetings with accuracy.
• Create and analyse client financial positions clearly.
• Build cashflow models using Voyant Go.
• Support the creation of robust, compliant financial plans.
• Ensure reports and advice are accurate and compliant.

Skills

Paraplanner experience

Financial planning

Holistic planning

High net worth clients

Analytical skills

Attention to detail

Organisational skills

Prioritisation

Time management

Diploma in Regulated FinancialPlanning

Education

Diploma in Regulated Financial Planning

Chartered or Certified Financial Planner (desirable)

Job description

Cooper Parry Wealth is seeking a dedicated Paraplanner to support Relationship Managers by producing high quality annual preparation and accurate, compliant reports.

You will join a high-performing team of paraplanners, delivering robust analyses and underpinning advice to protect and grow client wealth. This role offers flexibility to work from home, in the office or with clients, and opportunities for career development.