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 Paraplanner, you’ll be a key player in servicing our existing clients. You’ll be behind the scenes making sure everything flows seamlessly. As part of a high performing team of Paraplanners you'll be working alongside our Relationship Managers, producing high quality annual preparation and accurate and compliant reports. Other day-to-day responsibilities include…: About you... At Cooper Parry, we’re in it together . All we ask of our people is that they play all in . You’ll continuously strive to keep learning – whether you’re a trainee or a Partner – and you’ll be brave , stepping out of your comfort zone to tac...