Senior Paraplanner – Lead High-Impact Financial Plans

Cooper Parry; England; Hybrid; GBP 40,000 - 60,000; Full time

Benefits offered by this job

Flexible working

Career development

Enhanced pension

Enhanced parental leave

No dress code

Wellbeing offering

Volunteering opportunities

Social/sports clubs

Job summary

Cooper Parry Wealth is seeking a Senior Paraplanner to support the delivery of financial plans under direction from Relationship Managers. You’ll work with tax advisers and solicitors to produce high quality, compliant reports.

You’ll analyse clients’ financial positions, provide technical support, prepare meetings with cashflow modelling, and mentor junior team members in a collaborative, award‑winning culture that values development and flexible working.

Qualifications

• Minimum of 5 years experience in a paraplanning role.
• Level 6 qualification – CII Chartered or CFP.

Responsibilities

• Complete an accurate and comprehensive analysis of clients’ financial position.
• Provides a high level of technical support to Relationship Managers.
• Provides meeting support for complex annuals and new clients through to sign up.
• Creates and delivers cashflow modelling at client meetings.
• Carries out complex/technical calculations.
• Mentor and develop other members of the PP team.

Skills

Analytical thinking

Attention to detail

Mentoring

Technical financial knowledge

Education

Level 6 qualification – CII Chartered or CFP

Job description

Cooper Parry Wealth is seeking a Senior Paraplanner to support the delivery of financial plans under direction from Relationship Managers. You’ll work with tax advisers and solicitors to produce high quality, compliant reports.

You’ll analyse clients’ financial positions, provide technical support, prepare meetings with cashflow modelling, and mentor junior team members in a collaborative, award‑winning culture that values development and flexible working.