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About the Role

Our Wealth team in London is growing, and we’re seeking a Financial Planning Administrator to support our Paraplanners and Relationship Managers. This role is paramount to delivering a "best in class" service to our clients and helping the team succeed.

Responsibilities

• Manage and administer complex client assets, and implement new advice smoothly and accurately.
• Take ownership of client data, ensuring it is up-to-date, precise, and ready for client service.
• Build strong relationships through regular client interaction, including day-to-day communication and meeting support.
• Assist with the onboarding of new clients and ensure existing clients receive seamless, high-quality service.
• Help the team prepare for, coordinate, and follow up after client meetings.
• Identify opportunities for process improvement, share ideas, and participate in implementing positive change.
• Contribute to an outstanding client experience while providing proactive support to colleagues.
• Be part of a growing business that embraces new technology and modern working tools.
• Support the development and training of other team members, sharing knowledge and best practices.

Requirements

• Proven experience working in administration for a Financial Planning firm.
• Ability to listen and ask great questions.
• Effective communication skills to build strong relationships, foster trust, and facilitate open dialogue.
• Client-Centric approach, always prioritizing client needs and satisfaction.
• Ability to anticipate client needs and address them proactively.
• Solution-based outlook to resolve client requests.
• Ability to work well with internal teams to meet client expectations and build strong internal bonds.
• Ability to quickly adjust to changes in client requirements or internal processes.
• Ability to work well under pressure in a fast-paced environment.
• Ability to manage a varied workload.
• Utilize well-developed analytical skills.
• Be highly organised with acute attention to detail.
• Be proactive and positive to help motivate the team.
• Enjoy being the hub of the team and can be relied upon to uphold team ideals.

Skills

• Financial Planning Administration
• Client Relationship Management
• Data Management
• Communication
• Analytical Skills
• Organisation
• Attention to Detail
• Problem-Solving

Location

• London

Work Type

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

Experience Level

• Experienced

Education Level

• Working towards the Diploma in Regulated Financial Planning (desirable)

Benefits

• Support with career growth and qualifications
• Generous holiday entitlement
• Enhanced parental leave policy
• Enhanced pension scheme
• No dress code
• Multi-award-winning wellbeing offering
• Volunteering opportunities
• Social/sports clubs

About the Company

• Cooper Parry Wealth is a mould-breaking, bold decision-making, award-taking team that has flipped the traditional wealth management model.
• We have combined a melting pot of backgrounds, skillsets and generations.
• We are renowned for being an incredible place to work, learn, and grow; an environment where our people are happy, engaged, and playing to their strengths every day.
• New Model Advisors Top 100 firm in the UK
• Became B Corp Certified in 2023, measuring and improving our impact beyond business for a brighter tomorrow
• 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.