Financial Planning Trainee

Cooper Parry Wealth is seeking a passionate and proactive Financial Planning Trainee to join their collaborative team. This full-time Client Services Assistant role is an opportunity for someone at the beginning of their financial planning career to learn, develop skills, and gain experience in a supportive environment.

What You'll Achieve

• Gain practical, hands-on experience in financial planning.
• Be fully supported to achieve the Diploma in Regulated Financial Planning.

About You

Cooper Parry values people who are committed, have amazing project management skills to balance studies and work, are curious about companies, and are nice to work with.

Minimum Requirements:

• 3 A Levels or equivalent with grades BBC (with a minimum of one A Level in numerical or business-related subjects).
• Consideration will be given to candidates with extenuating circumstances affecting their academic results; please notify the company if this applies.

We are looking for individuals who:

• Have great attention to detail, a passion for numbers, and enjoy delivering exceptional client experiences.
• Possess strong communication skills, can build rapport, and are comfortable interacting with clients and colleagues.
• Can adapt to changing priorities in a dynamic environment.
• Are able to multitask, process data, chase information, and prioritise their own workload.
• Are excited about Wealth and motivated to succeed through learning and development.

Day-to-Day Responsibilities

• Manage and maintain client data, ensuring accuracy and readiness for service delivery.
• Communicate regularly with clients and internal teams.
• Administer the engagement of new clients and the servicing of existing clients.
• Assist with the preparation, coordination, and follow-up for client meetings.
• Manage a varied workload effectively.
• Ensure an overall brilliant client experience.

About Cooper Parry

Cooper Parry is the UK's largest B Corp certified accountancy firm, committed to being a force for good. They focus on creating opportunities for their people, supporting communities, and making responsible choices. They are recognised as one of the UK's Top 100 Apprenticeship Employers.

Cooper Parry is committed to creating an inclusive workplace where everyone feels valued, respected, and empowered. They support individuals from all backgrounds, including school leavers, graduates, and career changers.

What's In It For You

• Flexible working arrangements.
• Generous holiday allowance.
• No dress code.
• Award-winning wellbeing support.
• Paid volunteering opportunities.
• Social events, sports clubs, and communities.
• Industry-leading training and professional qualifications.
• A supportive culture encouraging new ideas and impact.

How to Apply

Click 'Apply', upload your CV, and follow the next steps. Contact Cooper Parry if you have questions about Early Careers programmes, Diversity & Inclusion, or accessibility during the application process.