Wealth Planning Administrator – Client Experience Lead

Cooper Parry; Greater London; Híbrido; GBP 28.000 - 38.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Flexible approach to work (hybrid)

Career growth & qualifications

Holiday entitlement

Enhanced parental leave

Enhanced pension

No dress code

Wellbeing offering

Volunteering opportunities

Social/sports clubs

Descripción de la vacante

Cooper Parry Wealth in London is seeking an experienced Financial Planning Administrator to support our wealth team and paraplanners in delivering a best-in-class client experience. You will manage and administer complex client assets, maintain accurate data, assist onboarding, and coordinate meetings, helping the team respond quickly and professionally.

We value collaboration, proactive problem solving and professional growth; you may be working towards the Diploma in Regulated Financial

Formación

• Proven experience in financial planning administration.
• Ability to manage client data accurately and confidentially.
• Strong communication and relationship-building skills.

Responsabilidades

• Support onboarding of new clients and coordinate client meetings.
• Maintain client records and ensure data accuracy across systems.
• Assist with processing and implementing new advice.

Conocimientos

Client-focused

Data management

Onboarding support

Communication

Attention to detail

Educación

Diploma in Regulated Financial Planning (desirable)

Descripción del empleo

Cooper Parry Wealth in London is seeking an experienced Financial Planning Administrator to support our wealth team and paraplanners in delivering a best-in-class client experience. You will manage and administer complex client assets, maintain accurate data, assist onboarding, and coordinate meetings, helping the team respond quickly and professionally.

We value collaboration, proactive problem solving and professional growth; you may be working towards the Diploma in Regulated Financial