Wealth Planning Trainee — Learn, Grow & Impact

Cooper Parry; Derby; On-site; GBP 25,000 - 30,000; Full time

Benefits offered by this job

Flexible working

Generous holiday allowance

Wellbeing support

Volunteer opportunities

Industry-leading training

Job summary

Cooper Parry Wealth is seeking a passionate Financial Planning Trainee to join our collaborative team in a full‑time Client Services Assistant role. This is an ideal start to a financial planning career with hands‑on experience and support toward the Diploma in Regulated Financial Planning.

Successful candidates will join an Assessment Centre at East Midlands (Sky View) on 9 December, meeting the team and exploring the firm’s approach to development and client service.

Qualifications

• Great attention to detail with a passion for numbers and delivering an excellent client experience.
• Strong communication skills and ability to build rapport with clients and colleagues.
• Ability to adapt to changing priorities in a dynamic, collaborative environment.
• School leaver pathway with BBC grades and numerical/business-related subjects.

Responsibilities

• Be responsible for our client’s data and information, keeping it up to date and accurate.
• Regularly communicate with clients and internal teams.
• Administer engagement of new clients and servicing of existing clients.
• Help the team prepare, coordinate and follow up for client meetings.
• Maintain an exceptional overall client experience.

Education

3 A Levels BBC (school leaver pathway)

Open to learning Diploma path

Job description

Cooper Parry Wealth is seeking a passionate Financial Planning Trainee to join our collaborative team in a full‑time Client Services Assistant role. This is an ideal start to a financial planning career with hands‑on experience and support toward the Diploma in Regulated Financial Planning.

Successful candidates will join an Assessment Centre at East Midlands (Sky View) on 9 December, meeting the team and exploring the firm’s approach to development and client service.