Wealth Planning Administrator — Flexible, Client‑Focused

Cooper Parry; East Midlands; Hybrid; GBP 25,000 - 35,000; Full time

Benefits offered by this job

Flexible work arrangement (home/office

Career growth & qualifications

Holiday entitlement

Enhanced parental leave

Enhanced pension

No dress code

Wellbeing offering

Volunteering opportunities

Social/sports clubs

Job summary

Cooper Parry Wealth in the East Midlands is seeking an experienced Financial Planning Administrator to support our Wealth team and Paraplanners. You will help deliver a best-in-class service to clients and play a pivotal role in ensuring smooth operations.

You will handle client data, onboarding, meeting logistics, and ongoing client communications while spotting improvements and training colleagues. We value collaboration, proactive support, and embracing new tech to raise the client experience.

Qualifications

• Proven experience working in administration for a Financial Planning firm.
• Diploma in Regulated Financial Planning is desirable.
• Strong listening, questioning and communication skills.

Responsibilities

• Manage and administer complex client assets and ensure smooth execution of advice.
• Own client data accuracy and readiness for delivery of service.
• Build and maintain client relationships through regular interactions.
• Assist with onboarding of new clients and provide seamless service to existing clients.
• Support meeting preparation, coordination, and follow-up with clients.
• Suggest improvements and contribute to positive change within the team.
• Provide reliable support to colleagues and training to junior members.
• Adapt to new technology and smarter ways of working to improve processes.

Skills

Financial Planning administration

Client relationships

Communication skills

Proactive problem solving

Education

Diploma in Regulated Financial Planning

Job description

Cooper Parry Wealth in the East Midlands is seeking an experienced Financial Planning Administrator to support our Wealth team and Paraplanners. You will help deliver a best-in-class service to clients and play a pivotal role in ensuring smooth operations.

You will handle client data, onboarding, meeting logistics, and ongoing client communications while spotting improvements and training colleagues. We value collaboration, proactive support, and embracing new tech to raise the client experience.