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About the Role

Cooper Parry Wealth is seeking a leader to head their paraplanning team, aiming to elevate the function's impact on client outcomes, advisor effectiveness, and business growth. This role involves shaping advice delivery, streamlining processes, and embracing technology to scale services for more clients.

Responsibilities

• Leading, inspiring, and developing a high-performing paraplanning team
• Creating an environment where people are empowered, accountable, and continually developing their skills
• Building a scalable operating model that supports the next phase of growth for Cooper Parry Wealth
• Driving continuous improvement across both new business and existing client workflows
• Using technology, automation, and data to remove friction and improve efficiency
• Improving turnaround times and service levels without compromising quality
• Championing technical excellence and ensuring consistently high standards across all outputs
• Working closely with Advisers, Client Services, Platform and Technology teams to deliver an exceptional client experience
• Coaching and developing future leaders within the paraplanning team
• Helping shape the future direction of advice delivery across the business

Requirements

• You know how to build high-performing teams and bring people with you
• You challenge constructively, raise standards, and create environments where talented people can do their best work
• You're commercially minded and understand that great paraplanning enables business scale, team success, and client outcomes
• You're comfortable influencing senior stakeholders, driving change, and making decisions in a fast-moving environment
• You're excited by the opportunity to take something good and make it even better
• You’re confident, pragmatic, and people focused
• You can have the tricky conversations when needed, but always with empathy and clarity

Skills

• Leadership
• Team development
• Operational improvement
• Change management
• Growth strategy
• Commercial awareness
• Technology utilization
• Data analysis
• Communication
• Stakeholder management

Location

• UK

Work Type

• Flexible approach to work - balancing working from home, in office or with clients

Experience Level

• Significant experience leading and developing paraplanning teams
• The ambition and leadership capability to build on strong foundations and continue to create one of the leading paraplanning functions in the profession

Education Level

• Ideally Chartered Financial Planner status (or equivalent)

Benefits

• Support with career growth and qualifications
• A generous holiday entitlement
• An enhanced parental leave policy
• An enhanced pension scheme
• No dress code
• A multi-award-winning wellbeing offering to support your physical, mental, spiritual, and financial health
• Volunteering opportunities to work closer with local communities and charities
• Cooper Parry social/sports clubs

About the Company

• Cooper Parry Wealth are one of the largest ‘proper’ financial planning firms in the UK with big ambitions for the future.
• They focus on people, speak plainly, and prioritize what makes a difference.
• They are part of the Cooper Parry Group, offering accountancy and digital services.
• New Model Advisors Top 100 firm in the UK
• Became B Corp Certified in 2023
• No.30 Best Large Company to Work For in the UK & achieved 5 awards at the Inspiring Workplace Awards in 2025: winner in the Large Business category and best in class for inspiring People & Culture, Wellbeing, Inclusion and Employee Experience

Equal Opportunity

• As an equal opportunities employer, we’ll work with you to ensure you have everything you need to develop your skills and achieve your best.
• Get in touch if you have any questions about our commitment to Diversity & Inclusion or about accessibility/accommodations during your application process.