Senior 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. We’ve flipped the traditional wealth management model on its head. As a Senior Paraplanner you’ll construct the advice underpinning each financial plan with direction from the Relationship Manager, play a big role in delivering financial plans to new clients and coordinate an expert team including tax advisers and solicitors. You’ll work in a high‑performing team of Paraplanners alongside Relationship Managers, Associate Advisers and Tax Advisers to create financial plans and produce high‑quality, accurate and compliant reports.

Responsibilities

• Complete an accurate and comprehensive analysis of clients’ financial position
• Provide a high level of technical support to Relationship Managers
• Provide meeting support for complex annuals and new clients through to sign‑up
• Create and deliver cashflo...

Ready to Apply?

Submit your application today and join our talented team at Cooper Parry.