Wealth Planning Admin: Flexible, Hybrid Role

Cooper Parry; Greater London; Hybrid; GBP 26,000 - 38,000; Full time

Benefits offered by this job

Flexible work

Career growth

Generous holidays

Parental leave

Pension scheme

Wellbeing programme

Volunteering

Social clubs

Job summary

Cooper Parry Wealth in London is seeking a Financial Planning Administrator to support our Wealth team with client data, onboarding, and meeting coordination. You will work closely with Paraplanners and Relationship Managers to deliver high-quality services while embracing new technology and smarter workflows.

The role focuses on administering complex client assets, maintaining accurate data, and sustaining an excellent client experience.

Qualifications

• Experience in administration for a Financial Planning firm.
• Strong communication and relationship-building abilities.
• Ability to manage client data accurately and efficiently.

Responsibilities

• Manage and administer complex client assets and implement advice smoothly and accurately.
• Own client data, keep everything up to date and precise for a great client experience.
• Build strong relationships through regular client interaction and meeting support.
• Assist onboarding of new clients and ensure existing clients receive seamless service.
• Coordinate and follow up after client meetings to ensure polished interactions.
• Identify improvements to processes and contribute to change initiatives.
• Provide proactive support to colleagues and the client-facing team.
• Be part of a growing business embracing new technology and modern tools.

Skills

Financial planning

Client relationships

Communication

Team collaboration

Education

Diploma in Regulated Financial Planning (desirable)

Job description

Cooper Parry Wealth in London is seeking a Financial Planning Administrator to support our Wealth team with client data, onboarding, and meeting coordination. You will work closely with Paraplanners and Relationship Managers to deliver high-quality services while embracing new technology and smarter workflows.

The role focuses on administering complex client assets, maintaining accurate data, and sustaining an excellent client experience.