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About the Role
As a Paraplanner at Cooper Parry Wealth, you will be a key player in servicing existing clients, ensuring seamless operations behind the scenes. You will work within a high-performing team, collaborating with Relationship Managers to produce high-quality annual preparation and accurate, compliant reports.
Responsibilities
- Provide a high level of technical support to Relationship Managers
- Complete the preparation for client annual meetings
- Complete an accurate and comprehensive analysis of client’s financial position
- Creating cashflow modelling using Voyant Go
- Construct the advice underpinning each financial plan
- Responsible for the quality, accuracy and compliance of reports and advice
- Correctly carrying out complex calculations e.g. inheritance tax, carry forward and tapered pension contributions
Requirements
- Experience working as a paraplanner
- Experience in writing full financial plans
- A true understanding of holistic financial planning
- Have worked with high net worth clients
- Strong technical knowledge and the ability to simplify the complex
- Top-notch organisation skills and ability to actively prioritise your workload
- Ability to juggle lots of different tasks comfortably and deliver work within agreed timescales
Skills
- Analytical skills
- Attention to detail
- Technical knowledge
- Organisation skills
- Prioritisation
Location
- Remote
- In office
- With clients
Work Type
- Flexible approach to work
Education Level
- The Diploma in Regulated Financial Planning
- Working towards the Chartered or Certified Financial Planner qualification (desirable)
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
- At Cooper Parry Wealth we want to be the best. We’re a mould-breaking, bold decision-making, award-taking team.
- We’ve flipped the traditional wealth management model on its head. Quite simply, we realised it’s broken and ineffective.
- That’s why we’ve made the bold decision to do things differently.
- We’ve combined a melting pot of backgrounds, skillsets and generations.
- We’re 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.