Playing a key role in managing and administering complex client assets, and implementing new advice smoothly and accurately
Taking ownership of our client data — keeping everything up to date, precise and ready, so we can consistently deliver an exceptional experience
Building strong relationships through regular client interaction, from day‑to‑day communication to meeting support
Assisting with the onboarding of new clients and ensuring our existing clients continue to receive seamless, high‑quality service
Helping the team prepare for, coordinate, and follow up after client meetings so every interaction feels polished and purposeful
Spotting opportunities to improve how we work, sharing great ideas, and getting involved in implementing positive change
Contributing to an outstanding client experience while providing reliable, proactive support to colleagues
Being part of a growing, ambitious business that embraces new technology — and getting hands‑on with modern tools and smarter ways of working to make everything we do better
Supporting with the development and training of other team members, sharing knowledge and best practices.

A passion for financial planning with proven experience working in administration for a Financial Planning firm
Be working towards the Diploma in Regulated Financial Planning (desirable)
Ability to listen and ask great questions
Effective communication and able to build strong relationships that create trust, open dialogue and be able to give and accept feedback
Client-Centric, always prioritising the needs and satisfaction of the client
Ability to anticipate client needs and address them without being prompted
Solution based outlook to come up with ways to progress and resolve client requests
Work well with internal teams to meet client expectations and build strong internal bonds
Quickly adjust to changes in client requirements or internal processes

A flexible approach to work
balancing working from home, in office or with clients
Support with career growth and qualifications
A generous holiday entitlement
An enhanced parental leave policy
An enhanced pension scheme
No dress code – just “wear something!”
A multi-award-winning wellbeing offering to support your physical, mental, spiritual, and financial health
Volunteering opportunities to work closer with local communities and charities
Cooper Parry social/sports clubs

Financial Planning Administrator

Key skills