Wealth Planning Administrator – Hybrid

Cooper Parry Wealth in Scotland is seeking an experienced Financial Planning Administrator to support a growing wealth team. You will play a pivotal role in managing complex client assets, maintaining accurate client data, and delivering a best-in-class service across onboarding, client meetings, and ongoing support.

You will work with paraplanners and relationship managers, helping to deliver exceptional client experiences while adopting new technology and smarter ways of working.

We are currently recruiting a Wealth Planning Administrator – Hybrid/Flexible Role for our team in City of Edinburgh, Scotland, United Kingdom.

Full responsibilities and requirements are described in the listing above.

Learn more about the Wealth Planning Administrator – Hybrid/Flexible Role role in the description above.

We appreciate your interest in this position.

Join Cooper Parry and contribute to our ongoing work.