Wealth Planning Trainee: Diploma Path & Client Impact

Cooper Parry; Hemington; On-site; GBP 21,000 - 25,000; Full time

Job summary

Cooper Parry Wealth is seeking a passionate Financial Planning Trainee to join our bold, collaborative team. You’ll be supported on the journey toward the Diploma in Regulated Financial Planning, building skills and gaining invaluable experience in wealth management.

Successful candidates will attend an Assessment Centre at our East Midlands (Sky View) office on 9th December, meeting the team and showcasing potential in a fast-growing firm.

Qualifications

• School Leaver with 3 A Levels (BBC) including at least one in numerical or business subjects.
• Excellent attention to detail and numeracy.
• Strong communication skills and ability to build rapport with clients.
• Willingness to balance studies with a demanding workload.
• Curiosity about companies and client experience.

Responsibilities

• Manage and maintain client data to ensure accuracy and readiness to deliver a great service.
• Regularly communicate with clients and internal teams.
• Assist in engagement of new clients and servicing of existing clients.

Skills

Attention to detail

Project management

Communication skills

Curiosity about companies

Education

3 A Levels (BBC)

Job description

Cooper Parry Wealth is seeking a passionate Financial Planning Trainee to join our bold, collaborative team. You’ll be supported on the journey toward the Diploma in Regulated Financial Planning, building skills and gaining invaluable experience in wealth management.

Successful candidates will attend an Assessment Centre at our East Midlands (Sky View) office on 9th December, meeting the team and showcasing potential in a fast-growing firm.