Key Takeaways
- Join Cooper Parry Wealth as a Financial Planning Graduate in London.
- Gain practical experience and work towards the Diploma in Regulated Financial Planning.
- Requires a degree and 3 A Levels (BBC, including numerical/business subject).
- Full-time role with flexible working and comprehensive benefits.
About the Role
At Cooper Parry Wealth, we are looking for a passionate and proactive Financial Planning Graduate to join our team. We value collaborative work and strong communication skills.
This is a full-time Client Services Assistant role, offering an exciting opportunity for someone at the beginning of their financial planning career to learn, develop new skills, and gain invaluable experience in a supportive environment.
You will receive full support towards achieving the Diploma in Regulated Financial Planning, providing the necessary foundation, knowledge, and qualifications for career progression.
About You
We are looking for individuals who are:
- Committed with strong project management skills to balance studies and work.
- Curious about companies and how our work contributes to their success.
- Detail-oriented with a passion for numbers, a knack for following processes, and a drive to deliver exceptional client experiences.
- Possess great communication skills, able to build rapport and comfortable interacting with clients and colleagues.
- Adaptable to changing priorities in a dynamic environment.
- Able to multitask, processing data, chasing information, and prioritizing workload.
- Excited about Wealth and motivated to succeed through learning and development.
Minimum Academic Requirements:
- A minimum of 3 A Levels or equivalent with grades BBC (including at least one A Level in a numerical or business-related subject).
- Must have undertaken a degree.
We are mindful of candidates who may have experienced extenuating circumstances affecting their academic results and welcome applications. Please notify us of any such circumstances.
Day to Day Responsibilities
- Manage and maintain client data, ensuring accuracy and up-to-date information.
- Communicate regularly with clients and internal teams.
- Administer the engagement of new clients and service existing ones.
- Assist with the preparation, coordination, and follow-up for client meetings.
- Manage a varied workload effectively.
- Ensure an excellent client experience.
About Us
Cooper Parry is committed to being a force for good, as the UK's largest B Corp certified accountancy firm. Our success is measured not just by profit, but by creating opportunities for our people, supporting our communities, and making responsible choices.
We are recognised as one of the UK's Top 100 Apprenticeship Employers, dedicated to supporting young talent in launching successful careers.
We foster an inclusive workplace where diverse perspectives are valued, and everyone feels empowered to be themselves. We are committed to creating a workplace that reflects the diversity of our clients and communities.
What's In It For You
- Flexible working arrangements.
- Generous holiday allowance.
- Award-winning wellbeing support (physical, mental, financial, emotional).
- Paid volunteering opportunities.
- Social events, sports clubs, and communities.
- Industry-leading training and professional qualifications.
- A supportive culture that encourages new ideas and impact.
How to Apply
If you are interested in this role, please click 'Apply', upload your CV, and follow the next steps.