Wealth Planning Administrator - Flexible & Growth-Driven

Cooper Parry; City Of London; Hybrid; GBP 30,000 - 38,000; Full time

Benefits offered by this job

Flexible working

Career growth and qualifications

Holiday entitlement

Enhanced parental leave

Enhanced pension

No dress code

Wellbeing offering

Volunteering opportunities

Social/sports clubs

Job summary

Cooper Parry Wealth is seeking an experienced Financial Planning Administrator to join our London team. You will support a growing wealth management group, handling complex client assets, maintaining accurate data, and delivering a best‑in‑class client experience.

You will build relationships, assist with onboarding, coordinate meetings, and help implement positive changes across the team using modern tools and processes.

Qualifications

• Experience in administration for a Financial Planning firm.
• 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.

Responsibilities

• 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

Skills

Financial Planning Administration

Education

Diploma in Regulated Financial Planning

Job description

Cooper Parry Wealth is seeking an experienced Financial Planning Administrator to join our London team. You will support a growing wealth management group, handling complex client assets, maintaining accurate data, and delivering a best‑in‑class client experience.

You will build relationships, assist with onboarding, coordinate meetings, and help implement positive changes across the team using modern tools and processes.