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’re looking for a Paraplanner to support our Relationship Managers in delivering high‑quality financial plans.
Day‑to‑Day Responsibilities
* Provide a high level of technical support to Relationship Managers.
* Prepare documentation for client annual meetings.
* Complete an accurate and comprehensive analysis of clients’ financial positions.
* Create cash‑flow modelling using Voyant Go.
* Construct the advice underpinning each financial plan.
* Ensure the quality, accuracy and compliance of reports and advice.
* Carry out complex calculations (e.g. inheritance tax, carry‑forward and tapered pension contributions).
About You
* Experience working as a paraplanner.
* Experience in writing full financial plans.
* True understanding of holistic financial planning.
* Worked with high net worth clients.
* Strong technical knowledge and ability to simplify complex information.
* Well‑developed analytical skills and a high level of attention to detail.
* Excellent organisation skills and ability to prioritise workload.
* Ability to juggle multiple tasks and deliver work within agreed timescales.
* Diploma in Regulated Financial Planning.
* Working towards the Chartered or Certified Financial Planner qualification (desirable).
Benefits
* A flexible approach to work – balancing working from home, in office or with clients.
* Support with career growth and qualifications.
* A generous holiday entitlement.
* Enhanced parental leave policy.
* Enhanced pension scheme.
* No dress code – just “wear something!”.
* A multi‑award‑winning wellbeing offering to support physical, mental, spiritual and financial health.
* Volunteering opportunities to work closely with local communities and charities.
* Cooper Parry social and sports clubs.
Equal Opportunities Statement
We are an equal opportunities employer and commit to a diverse, inclusive workplace. We will work with you to ensure you have everything you need to develop your skills and achieve your best.
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