Cooper Parry Wealth in London is seeking an experienced Financial Planning Administrator to support our wealth team and paraplanners in delivering a best-in-class client experience. You will manage and administer complex client assets, maintain accurate data, assist onboarding, and coordinate meetings, helping the team respond quickly and professionally.
We value collaboration, proactive problem solving and professional growth; you may be working towards the Diploma in Regulated Financial
#J-18808-Ljbffr
This posting is for the Wealth Planning Administrator – Client Experience Lead role at Cooper Parry, based in Greater London, England, United Kingdom.
We appreciate your interest in this position.
Join Cooper Parry and contribute to our ongoing work.
Take a moment to read everything above and see whether this role is right for you.
We are looking to fill the Wealth Planning Administrator – Client Experience Lead position at Cooper Parry in Greater London, England, United Kingdom.