Financial Planning Administrator

About The Role

Are you an experienced Financial Planning Administrator looking for your next challenge and an opportunity to further build on your career within the industry. Do you love working collaboratively and have found a passion for Wealth Management? Our Wealth team in the London are growing, and we’re currently seeking a Financial Planning Administrator to join them on their journey.

Our Experienced Financial Planning Administrator role is paramount to supporting our wider team, like our Paraplanners and Relationship Managers. You will play a huge part in delivering a “best in class” service to our clients and a pivotal role helping the team succeed.

• Playing a key role in managing and administering complex client assets, and implementing new advice smoothly and accurately.
• Taking ownership of our client data — keeping everything up to date, precise and ready, so we can consistently deliver an exceptional experience.
• Building strong relationships through regular client interaction, from day‑to‑day communication to meeting support.
• Assisting with the onboarding of new clients and ensuring our existing clients continue to receive seamless, high‑quality service.
• Helping the team prepare for, coordinate, and follow up after client meetings so every interaction feels polished and purposeful.
• Spotting opportunities to improve how we work, sharing great ideas, and getting involved in implementing positive change.
• Contributing to an outstanding client experience while providing reliable, proactive support to colleagues.
• Being part of a growing, ambitious business that embraces new technology — and getting hands‑on with modern tools and smarter ways of working to make everything we do better.

Additionally, you will need to be a role model – supporting with the development and training of other team members, sharing knowledge and best practices.

As the next Financial Planning Administrator, you will work well under pressure in a fast‑paced environment whilst managing a varied workload, utilising well-developed analytical skills and endeavouring to be highly organised whilst maintaining acute attention to detail. We are looking for someone who is proactive and positive to help motivate the team.

• A passion for financial planning with proven experience working in administration for a Financial Planning firm
• Be working towards the Diploma in Regulated Financial Planning (desirable)
• Ability to listen and ask great questions
• Effective communication and able to build strong relationships that create trust, open dialogue and be able to give and accept feedback
• Client-Centric, always prioritising the needs and satisfaction of the client
• Ability to anticipate client needs and address them without being prompted
• Solution based outlook to come up with ways to progress and resolve client requests
• Work well with internal teams to meet client expectations and build strong internal bonds
• Quickly adjust to changes in client requirements or internal processes

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.

• 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…