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About the Role

As a Senior Paraplanner, you will construct the advice underpinning each financial plan with direction from the Relationship Manager. You will play a significant role in delivering financial plans to new clients and coordinating an expert team including tax advisers and solicitors. You will work alongside Relationship Managers, Associate Advisers, and Tax Advisers in creating financial plans and producing high-quality, accurate, and compliant reports.

Responsibilities

Complete an accurate and comprehensive analysis of clients’ financial position
Provide a high level of technical support to Relationship Managers
Provide meeting support for complex annuals and new clients through to sign up
Create and deliver cashflow modelling at client meetings
Carry out complex/technical calculations
Mentor and develop other members of the Paraplanner team

Requirements

Minimum of 5 years experience in a paraplanning role
Ability to break down complex problems into simple solutions
Proactive in taking on extra responsibilities
Acute attention to detail

Skills

Technical financial planning

Location

Remote
In office
With clients

Work Type

Flexible approach to work

Experience Level

Senior

Education Level

Level 6 qualification – CII Chartered or CFP

Benefits

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.
They are renowned for being an incredible place to work, learn, and grow, fostering an environment where people are happy, engaged, and playing to their strengths.
Achievements include being a New Model Advisors Top 100 firm in the UK, B Corp Certified in 2023, and ranked No.30 Best Large Company to Work For in the UK with multiple awards at the Inspiring Workplace Awards.

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.