Senior Paraplanner

Job description

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…: About you... As a Senior Paraplanner, you will love the technical aspect of fi...