Requirements
Candidates should have paraplanning experience, experience writing full financial plans, a strong understanding of holistic financial planning, and experience working with high-net-worth clients. The role requires strong technical knowledge, analytical ability, attention to detail, organisation, and the Diploma in Regulated Financial Planning; progress toward a Chartered or Certified Financial Planner qualification is desirable.
Job Description
About the role...
At Cooper Parry Wealth we want to be the best. We’re a mould-breaking, bold decision-making, award-taking team. And we want you to join us.
The wealth management industry loves talking about the latest products that will make people rich. But we’ve flipped the traditional model on its head. Quite simply, we realised it’s broken and ineffective.
That’s why we made the bold decision to do things differently. To be the best at what we do. And this is your chance to be a part of it by joining one of the most successful financial planning firms in the UK.
As a Paraplanner, you’ll be a key player in servicing our existing clients. You’ll be behind the scenes making sure everything flows seamlessly. As part of a high performing team of Paraplanners you'll be working alongside our Relationship Managers, producing high quality annual preparation and accurate and compliant reports.
Other day-to-day responsibilities include…
- 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
About you...
As a Paraplanner, you will love the technical aspect of financial planning. You will have honed your analytical skills and have an acute level of attention to detail. You will also…
- 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
- The Diploma in Regulated Financial Planning
- Working towards the Chartered or Certified Financial Planner qualification (desirable)
About us...
At Cooper Parry Wealth 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.
Check out our recent achievements:
- 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
What's in it for you?
Our people are the beating heart of our culture. We know that if you love working here, and you’re given the trust and autonomy to work in a way that best suits you, you’ll produce amazing results.
That’s why we offer things like:
- A flexible approach to work - balancing working from home, in office or with clients
- Support with career growth and qualifications
- A generous holiday entitlement
- An enhanced parental leave policy
- An enhanced pension scheme
- No dress code – just “wear something!”
- 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
Feeling supported and welcomed is such a big part of bringing your whole self to work. 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.
For the attention of agencies - unsolicited CVs will not be honoured. We will only accept CV submissions for roles briefed to you by our Talent Acquisition team.
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