Client Facing Paraplanner

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 Client Facing Paraplanner, you'll be a key player on our onboarding team, working directly with new prospects You'll be in the action, attending all client meetings from Discovery to sign-up, and collaborating with the Relationship Manager to create the advice that drives each financial plan. You won't just be behind the scenes, you'll be hands on, making sure everything flows se...