Head of Paraplanning

About the role...

Let’s be honest… wealth management can feel stuck in its ways. We’re here to change that.

At Cooper Parry Wealth, we don’t follow the industry playbook. We rewrite it. We’re bold, we move fast, and we care deeply about getting it right for our clients. Big news: our Head of Paraplanning has been promoted, stepping into a long-term Advisor ambition, and now we’re searching for a brilliant leader ready to make this role their own.

Paraplanning sits at the heart of our client proposition. It isn't a support function. It's a critical driver of client outcomes, adviser effectiveness and business growth.

We've already built a highly capable paraplanning team with strong leadership, great technical expertise and a genuine commitment to delivering exceptional outcomes for clients. The foundations are firmly in place.

We're now looking for someone who can build on that success and help take the function to the next level.