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Senior Paraplanner – Lead -Impact Financial Plans

Job in Liverpool, Merseyside, L1, England, UK
Listing for: Cooper Parry
Full Time position
Listed on 2026-10-02
Job specializations:
  • Finance & Banking
    Financial Reporting, Financial Analyst, Senior Financial Analyst, Accounting & Finance
Job Description & How to Apply Below

Cooper Parry Wealth is seeking a Senior Paraplanner to support the delivery of financial plans under direction from Relationship Managers. You’ll work with tax advisers and solicitors to produce high quality, compliant reports.

You’ll analyse clients’ financial positions, provide technical support, prepare meetings with cashflow modelling, and mentor junior team members in a collaborative, award‑winning culture that values development and flexible working.

The Senior Paraplanner – Lead High-Impact Financial Plans role at Cooper Parry is now open for applications in England, United Kingdom.

This role, Senior Paraplanner – Lead High-Impact Financial Plans at Cooper Parry, could be your next career step.

Are you ready to take on the Senior Paraplanner – Lead High-Impact Financial Plans role at Cooper Parry?

We would love to welcome a new Senior Paraplanner – Lead High-Impact Financial Plans to our organisation in England, United Kingdom.

Position Requirements
10+ Years work experience
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