Senior Paraplanner
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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...
- Complete an accurate and comprehensive analysis of clients' financial position
- Provides a high level of technical support to Relationship Managers
- Provides meeting support for complex annuals and new clients through to sign up
- Creates and delivers cashflow modelling at client meetings
- Carrys out complex/technical calculations
- Mentor and develop other members of the PP team
About you...
As a Senior Paraplanner, you will love the technical aspect of financial planning. You will be proactive in taking on extra responsibilities and have an acute level of attention to detail. You will also...
- Can break down complex problems into simple solutions
- Proactive in taking on extra responsibilities
- Hold Level 4 Diploma in Financial Planning
- Minimum of 5 years experience in a paraplanning role
- Holds Level 6 qualification - CII Chartered or CFP
About us...
We're straight-talking and put people and relationships before products and services. This is what's made us the fastest growing firm of accountants in the UK... and our vision is to continue.
Over the last couple years alone, we have achieved some fantastic feats:
- Achieved 6 awards at the Inspiring Workplaces - Best in Class for Wellbeing, Employee Voice, Culture & Purpose and Employee Experience, as well as Best Company/Most Inspiring Place to Work For - No.1 in Large Companies category and No.3 in Top 50 overall list
- B Corp certified! Measuring and improving our impact beyond business for a brighter tomorrow
- Best Companies No.1 Accountancy Firm to work for in the UK & No.30 Best Large Company to work for 2023
What's in it for you...
We put our people at the heart of our culture. If our people love working here then they do amazing work, that's why we offer things like:
- Supported development to help you learn and progress
- Open Holidays - unlimited paid annual leave to take what you need to feel well rested
- A truly flexible approach to hybrid working
- Empowered and entrusted to do what you do best
- An amazing wellbeing offering to support your physical, mental, spiritual, and financial health
- Volunteering opportunities to work closer with local communities and charities
- Alongside an array of benefits and perks all nicely packaged on our CP Pay & Perks platform
We know everyone performs their best when they feel welcomed and supported to bring their whole selves to work. As an equal opportunities' employer, we will work with you to ensure you have all you need to achieve your best.
Get in touch if you have any questions about our commitment to Diversity & Inclusion or about accessibility/accommodations during your application process.
A note for Recruitment Agencies...
Agencies, we love you... but unsolicited CV's will not be honoured. We will only accept CV submissions for roles briefed to you by our Talent Acquisition team.
If you would be interested in working with us - please send a message to careers@cooperparry.com, should we have anything we need additional support on we will reach out to you.
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