Senior Financial Planning Administrator

Logan UK; Manchester; Hybrid; GBP 38,000 - 48,000; Full time

Benefits offered by this job

Flexible working

Parental leave policy

No dress code

Wellbeing offering

Volunteering

Job summary

Cooper Parry Wealth in Manchester is expanding its client services team and seeking a Senior Financial Planning Administrator to support paraplanners and relationship managers. You’ll own client data, onboarding new clients and delivering first-class service in a fast-growing wealth practice.

You’ll have 3+ years in financial planning administration, experience with HNWI, and ideally a Diploma in Regulated Financial Planning.

Qualifications

• 3+ years in administration for a Financial Planning firm.
• Experience with HNWI clients and products (pensions, ISAs, trusts, bonds).
• Diploma in Regulated Financial Planning (desirable).
• Aspirations to lead a team.
• Strong listening and questioning skills.
• Build trust-based client relationships.
• Thrives in a busy, fast-paced environment.
• Self-motivated to own learning.
• Motivate, innovate and encourage others.

Responsibilities

• Support paraplanners, Relationship Managers and the wider team.
• Own client data accuracy and onboarding of new clients.
• Communicate with clients regularly and support meetings.
• Prepare, coordinate and follow up on client meetings; own actions.
• Deliver outstanding internal support and client experience.
• Lead onboarding of new clients and servicing existing ones.

Skills

Financial planning experience

Client relationship support

Proactive learner

Strong communication

Education

Diploma in Regulated Financial Planning

Job description

Are you an experienced or Senior Financial Planning/Wealth Administrator looking for your next challenge and an opportunity to further your career? Maybe you have a vision of one day having a team of your own? Do you have a passion for Wealth Management?

Our Wealth team are continuing to grow and have expanded to Manchester. We’re seeking an experienced Financial Planning Administrator / Senior Financial Planning Administrator to join them on their journey.

About the team…

At Cooper Parry Wealth we’re a mould-breaking, bold decision-making, award-taking team. 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’ve made the bold decision to do things differently. Our Client Services team is on a rocket ship with rapid business growth and the ongoing progression of our talented team; this is your chance to be a part of it by joining one of the most successful financial planning firms in the UK. If you’re bold, curious, and ready to build a career with endless opportunities, now’s your moment.

About the day to day…

As a Senior Financial Planning Administrator, you’ll be at the heart of a fast-growing, high-performing team that’s redefining what “best in class” service looks like.

In this role, you’ll be a key player supporting Paraplanners, Relationship Managers, and the wider team—making a real impact every day. Expect variety, challenge, and the chance to grow your career in a business that’s scaling fast. You’ll be:

• Managing and administering clients’ assets and implementing new advice
• Owning client data, keeping it accurate, up-to-date, and ready to deliver an exceptional service
• Communicating with clients regularly, including supporting meetings
• Leading the onboarding of new clients and servicing existing ones
• Preparing, coordinating, and following up on client meetings; owning the actions and driving outcomes
• Delivering outstanding internal support and an unforgettable client experience

Why this role is different

You won’t just be supporting the team, you’ll be growing with it and even supporting in building the team for the Manchester region. With access to a wealth of knowledge from our talented people across the UK, you’ll be surrounded by individuals who want to see you succeed. If you’re driven, client centric, and ready to take your career to the next level, this is it!

About you…

As a Senior Financial Planning Administrator, you will work well under pressure whilst managing a varied workload, endeavouring to be highly organised and focused. We are looking for someone who is proactive and positive to help motivate the team, with a high attention to detail and well-developed analytical skills. To really pull it off you need to:

• Have a passion for financial planning with 3 or more years experience working in administration for a Financial Planning firm
• Have experience working directly with a client back of HNWI and experience and exposure working on a variety of products e.g. pensions, ISAs, trusts, Bonds
• Be working towards the Diploma in Regulated Financial Planning (desirable)
• Be keen to develop with aspirations to one day lead a team
• Be a great listen and ask great questions
• Build strong relationships that create trust, open dialogue and be able to give and accept feedback
• Strive in a busy, fast paced environment
• Be self-motivated to take ownership of your own learning and development
• Have a desire to want to motivate, innovate and encourage

We want someone who enjoys being the hub of the team and who can be relied upon to keep our team ideals upheld.

About us…

We’ve been dubbed ‘the rebels of accountancy’. We’re straight-talking. Never afraid to share our opinions. We put people and relationships before products and services, and deliver a streamlined, client-focused service – free from unnecessary red tape.

Check out our recent achievements:

• Best Companies’No.1 Accountancy Firm & No.30 Best Large Companyto Work For in the UK
• BecameB CorpCertifiedin 2023 and we’re still the UK’s largest accountancy B Corp, measuring and improving our impact beyond business for a brighter tomorrow
• Achieved 5 awards at theInspiring Workplace Awardsin 2025: winner in the Large Business category and best in class for inspiring People & Culture, Wellbeing, Inclusion and Employee Experience

What’s in it for you?

Our people are the beating heart of our culture. We know that if you love working here, and you’re given the trust and autonomy to work in a way that best suits you, you’ll produce amazing results.

That’s why we offer things like:

• Aflexible approachto work – balancing working from home, in office or with clients
• Anenhanced parental leavepolicy
• No dress code– just “wear something!”
• Amulti-award-winning wellbeing offeringto support your physical, mental, spiritual, and financial health
• Volunteeringopportunities to work closer with local communities and charities
• Cooper Parry social/sports clubs

Feeling supported and welcomed is such a big part of bringing your whole self to work. As an equal opportunities employer, we’ll work with you to ensure you have everything you need to develop your skills and achieve your best.

Get in touch if you have any questions about our commitment to Diversity & Inclusion or about accessibility/accommodations during your application process.

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