Paraplanner

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 Senior Paraplanner, you’ll construct the advice underpinning each financial plan with direction from the Relationship Manager. You’ll play a big role in delivering financial plans to new clients and co-ordinating an expert team including tax advisers and solicitors.

 

As part of a high performing team of Paraplanners, you'll be working alongside our Relationship Managers, Associate Advisers and Tax Advisers in creating financial plans and producing high quality, accurate and compliant reports.

 

Other day-to-day responsibilities include…

 

• Complete an accurate and comprehensive analysis of clients’ financial position
• Provides a high level of technical support to Relationship Managers
• Provides meeting support for complex annuals and new clients through to sign up
• Creates and delivers cashflow modelling at client meetings
• Carrys out complex/technical calculations
• Mentor and develop other members of the PP team

About you...

As a Senior Paraplanner, you will love the technical aspect of financial planning. You will be proactive in taking on extra responsibilities and have an acute level of attention to detail. You will also…

 

• Can break down complex problems into simple solutions
• Proactive in taking on extra responsibilities
• Minimum of 5 years experience in a paraplanning role
• Holds Level 6 qualification – CII Chartered or CFP

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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