Paraplanner
Read straight from Cooper Parry's careers page, verified 14h ago.Seekless can tailor your résumé to it.
Seekless can write your résumé for this posting first.
Before you apply
LocationLondon-London, UNAVAILABLE, UK
Work modehybrid
Typefull-time
SeniorityMid
DepartmentAccounting/Finance
Company size501–1,000 people
PostedSep 28, 2026 · 1mo ago
Verified live14h ago
At a glanceSummarised by Seekless from the posting.
Experience working as a paraplanner
Experience in writing full financial plans
A true understanding of holistic financial planning
Have worked with high net worth clients
Strong technical knowledge and the ability to simplify the complex
Top-notch organisation skills and ability to actively prioritise your workload
Ability to juggle lots of different tasks comfortably and deliver work within agreed timescales
The Diploma in Regulated Financial Planning
Working towards the Chartered or Certified Financial Planner qualification
Skills
Voyant Go
Benefits
Flexible work
Career growth
Holiday entitlement
Enhanced parental leave
Enhanced pension
No dress code
Wellbeing offering
Volunteering opportunities
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 Paraplanner, you’ll be a key player in servicing our existing clients. You’ll be behind the scenes making sure everything flows seamlessly. As part of a high performing team of Paraplanners you’ll be working alongside our Relationship Managers, producing high quality annual preparation and accurate and compliant reports.
Responsibilities
Other day-to-day responsibilities include…
•
Provide a high level of technical support to Relationship Managers
•
Complete the preparation for client annual meetings
•
Complete an accurate and comprehensive analysis of client’s financial position
•
Creating cashflow modelling using Voyant Go
•
Construct the advice underpinning each financial plan
•
Responsible for the quality, accuracy and compliance of reports and advice
•
Correctly carrying out complex calculations e.g. inheritance tax, carry forward and tapered pension contributions
About you…
As a Paraplanner, you will love the technical aspect of financial planning. You will have honed your analytical skills and have an acute level of attention to detail. You will also…
•
Experience working as a paraplanner
•
Experience in writing full financial plans
•
A true understanding of holistic financial planning
•
Have worked with high net worth clients
•
Strong technical knowledge and the ability to simplify the complex
•
Top-notch organisation skills and ability to actively prioritise your workload
•
Ability to juggle lots of different tasks comfortably and deliver work within agreed timescales
•
The Diploma in Regulated Financial Planning
•
Working towards the Chartered or Certified Financial Planner qualification (desirable)
About us…
At Cooper Parry Wealth we’re a mould-breaking, bold decision-making, award-taking team. We’ve flipped the traditional wealth management model on its head. Quite simply, we realised it’s broken and ineffective.
That’s why we’ve made the bold decision to do things differently. We’ve combined a melting pot of backgrounds, skillsets and generations. We’re renowned for being an incredible place to work, learn, and grow; an environment where our people are happy, engaged, and playing to their strengths every day.
Check out our recent achievements:
•
New Model Advisors Top 100 firm in the UK
•
Became B Corp Certified in 2023, measuring and improving our impact beyond business for a brighter tomorrow
•
No.30 Best Large Company to Work For in the UK & achieved 5 awards at the Inspiring Workplace Awards in 2025: winner in the Large Business category and best in class for inspiring People & Culture, Wellbeing, Inclusion and Employee Experience
Benefits
What’s in it for you?
Our people are the beating heart of our culture. We know that if you love working here, and you’re given the trust and autonomy to work in a way that best suits you, you’ll produce amazing results.
That’s why we offer things like:
•
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
Feeling supported and welcomed is such a big part of bringing your whole self to work. As an equal opportunities employer, we’ll work with you to ensure you have everything you need to develop your skills and achieve your best.
Legal
Get in touch if you have any questions about our commitment to Diversity & Inclusion or about accessibility/accommodations during your application process.
For the attention of agencies - unsolicited CVs will not be honoured. We will only accept CV submissions for roles briefed to you by our Talent Acquisition team.