Wealth Planning Administrator: Flexible Work & Growth

Cooper Parry; Derby; Ibrido; GBP 28.000 - 38.000; Tempo pieno

Vantaggi offerti da questo lavoro

Flexible working

Career development

Holiday entitlement

Enhanced parental leave

Enhanced pension

No dress code

Wellbeing program

Volunteering opportunities

Descrizione del lavoro

Cooper Parry Wealth is seeking an experienced Financial Planning Administrator for its East Midlands wealth team. You will support Paraplanners and Relationship Managers and play a pivotal role in delivering a high-quality client experience.

The role involves data management, client onboarding, meeting coordination, and contributing ideas to improve ways of working with modern tools and processes.

Competenze

• Experience in administration for a Financial Planning firm.
• Strong data management and accuracy.
• Proactive and client-focused approach.

Mansioni

• Support Paraplanners and Relationship Managers in delivering a best-in-class service.
• Administer complex client assets and implement advice accurately.
• Maintain and update client data to ensure a seamless client experience.
• Assist with onboarding of new clients and ongoing service for existing clients.
• Coordinate and follow up after client meetings to ensure polished interactions.

Conoscenze

Financial Planning Admin

Team collaboration

Client relationship

Analytical skills

Organised

Formazione

Diploma in Regulated Financial Planning (desirable)

Descrizione del lavoro

Cooper Parry Wealth is seeking an experienced Financial Planning Administrator for its East Midlands wealth team. You will support Paraplanners and Relationship Managers and play a pivotal role in delivering a high-quality client experience.

The role involves data management, client onboarding, meeting coordination, and contributing ideas to improve ways of working with modern tools and processes.