Wealth Administrator

Cooper Parry; City of Edinburgh; Hybrid; GBP 32,000 - 42,000; Full time

Benefits offered by this job

Flexible approach to work (home/office

Career growth and qualifications

Generous holiday entitlement

Enhanced parental leave

Enhanced pension

No dress code

Wellbeing offering

Volunteering opportunities

Social/sports clubs

Job summary

Cooper Parry Wealth in Scotland is seeking an experienced Financial Planning Administrator to support a growing wealth team. You will play a pivotal role in managing complex client assets, maintaining accurate client data, and delivering a best-in-class service across onboarding, client meetings, and ongoing support.

You will work with paraplanners and relationship managers, helping to deliver exceptional client experiences while adopting new technology and smarter ways of working.

Qualifications

• Experience working in administration for a Financial Planning firm.
• Strong client data handling and accuracy.
• Excellent communication and stakeholder engagement.
• Proactive approach to process improvements.

Responsibilities

• Manage and administer complex client assets and implement advice smoothly and accurately.
• Own and maintain client data to ensure up-to-date records for exceptional service.
• Build strong relationships through regular client interaction and meeting support.
• Assist onboarding of new clients and maintain seamless service for existing clients.
• Coordinate and follow up after client meetings to ensure polished interactions.
• Identify and contribute ideas to improve ways of working across the team.
• Provide reliable, proactive support to colleagues as part of a growing business.
• Engage with new technology and modern tools to enhance efficiency and client experience.

Skills

Client service orientation

Data management

Relationship building

Proactive problem solving

Excellent communication

Education

Diploma in Regulated Financial Planning (desirable)

Job description

About the role...

Are you an experienced Financial Planning Administrator looking for your next challenge and an opportunity to further build on your career within the industry. Do you love working collaboratively and have found a passion for Wealth Management?

This year marked an exciting milestone as our Wealth team expanded intoScotland. We're now recruiting for ourfirst Financial Planning Administrator to join the team and support its continued growth and success.

About the day to day…

Our Experienced Financial Planning Administrator role is paramount to supporting our wider team, like our Paraplanners and Relationship Managers. You will play a huge part in delivering a “best in class” service to our clients and a pivotal role helping the team succeed.

You will get stuck into:

• Playing a key role in managing and administering complex client assets, and implementing new advice smoothly and accurately.
• Taking ownership of our client data — keeping everything up to date, precise and ready, so we can consistently deliver an exceptional experience.
• Building strong relationships through regular client interaction, from day‑to‑day communication to meeting support.
• Assisting with the onboarding of new clients and ensuring our existing clients continue to receive seamless, high‑quality service.
• Helping the team prepare for, coordinate, and follow up after client meetings so every interaction feels polished and purposeful.
• Spotting opportunities to improve how we work, sharing great ideas, and getting involved in implementing positive change.
• Contributing to an outstanding client experience while providing reliable, proactive support to colleagues.
• Being part of a growing, ambitious business that embraces new technology — and getting hands‑on with modern tools and smarter ways of working to make everything we do better

Additionally, you will need to be a role model – supporting with the development and training of other team members, sharing knowledge and best practices.

About you...

As the next Financial Planning Administrator, you will work well under pressure in a fast‑paced environment whilst managing a varied workload, utilising well‑developed analytical skills and endeavouring to be highly organised whilst maintaining acute attention to detail. We are looking for someone who is proactive and positive to help motivate the team.

This is an important role that sits in the heart of our team so to really pull it off you need:

• A passion for financial planning with proven experience working in administration for a Financial Planning firm
• Be working towards the Diploma in Regulated Financial Planning (desirable)
• Ability to listen and ask great questions
• Effective communication and able to build strong relationships that create trust, open dialogue and be able to give and accept feedback
• Client‑Centric, always prioritising the needs and satisfaction of the client
• Ability to anticipate client needs and address them without being prompted
• Solution based outlook to come up with ways to progress and resolve client requests
• Work well with internal teams to meet client expectations and build strong internal bonds
• Quickly adjust to changes in client requirements or internal processes

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...

At Cooper Parry Wealth we’re a mould-breaking, bold decision‑making, award‑taking team. We’ve flipped the traditional wealth management 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. We’ve combined a melting pot of backgrounds, skillsets and generations. We’re renowned for being an incredible place to work, learn, and grow; an environment where our people are happy, engaged, and playing to their strengths every day.

Check out our recent achievements:

• New Model Advisors Top 100 firm in the UK
• BecameB CorpCertifiedin 2023, measuring and improving our impact beyond business for a brighter tomorrow
• No.30 Best Large Companyto Work For in the UK & achieved 5 awards atInspiring 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:

• A flexible approach to work - balancing working from home, in office or with clients
• Support with career growth and qualifications
• A generous holiday entitlement
• An enhanced parental leave policy
• An enhanced pension scheme
• No dress code – just “wear something!”
• A multi-award-winning wellbeing offering to support your physical, mental, spiritual, and financial health
• Volunteering opportunities 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.

For the attention of agencies - unsolicited CVs will not be honoured. We will only accept CV submissions for roles briefed to you by our Talent Acquisition team.

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