Paraplanner: Holistic Wealth Planning for HNW Clients

Cooper Parry; Reading; Hybrid; GBP 28,000 - 40,000; Full time

Benefits offered by this job

Flexible work approach

Career progression and qualifications

Holiday entitlement

Enhanced parental leave

Enhanced pension

No dress code – wear something!

Wellbeing programme

Volunteering opportunities

Social/sports clubs

Job summary

Cooper Parry Wealth is looking for a Paraplanner to support Relationship Managers and prepare high-quality, compliant client reports. You will work behind the scenes to ensure smooth delivery of annual planning and advice, with involvement in cashflow modelling and complex calculations.

The role requires strong technical knowledge, careful analysis, and the ability to prioritise workloads while maintaining quality across a high-performing team. Hybrid working and a supportive culture are offered.

Qualifications

• Experience as a paraplanner
• Ability to write full financial plans
• Strong understanding of holistic financial planning

Responsibilities

• Provide technical support to Relationship Managers
• Prepare client annual meetings
• Analyze clients' financial positions
• Create cashflow modelling using Voyant Go
• Underpin advice with robust calculations
• Ensure reports and advice are accurate and compliant
• Handle complex calculations like inheritance tax and pensions

Skills

Paraplanner experience

Writing full financial plans

Holistic financial planning

Attention to detail

Education

Diploma in Regulated Financial Planning

Chartered or Certified Financial Planner (desirable)

Tools

Voyant Go

Job description

Cooper Parry Wealth is looking for a Paraplanner to support Relationship Managers and prepare high-quality, compliant client reports. You will work behind the scenes to ensure smooth delivery of annual planning and advice, with involvement in cashflow modelling and complex calculations.

The role requires strong technical knowledge, careful analysis, and the ability to prioritise workloads while maintaining quality across a high-performing team. Hybrid working and a supportive culture are offered.