Senior Wealth Planning Administrator – Growth & Impact

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

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.