Paraplanner

Cooper Parry

. Construct the advice underpinning each financial plan with direction from the Relationship Manager .

Posted 9/30/2026full-timeLondon • United KingdomMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in financial planning, including cashflow modeling and technical calculations, while providing high-quality support to Relationship Managers and mentoring team members. Holds a Level 6 qualification and possesses a strong attention to detail in delivering compliant financial reports.

Highest-signal resume keywords

Financial PlanningCashflow ModelingTechnical SupportLevel 6 QualificationMentoring

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial AnalysisTechnical CalculationsReport ProductionComplianceProblem Solving

Soft Skills

Attention to DetailProactive Responsibility

Certifications & Qualifications

CII CharteredCFP

Industry Keywords

ParaplanningClient MeetingsTeam CoordinationTax AdvisersSolicitors

About the role

Key responsibilities & impact

Construct the advice underpinning each financial plan with direction from the Relationship Manager
Deliver financial plans to new clients
Co-ordinate an expert team including tax advisers and solicitors
Work alongside Relationship Managers, Associate Advisers and Tax Advisers in creating financial plans
Produce high quality, accurate and compliant reports
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 cashflow modelling at client meetings
Carry out complex/technical calculations
Mentor and develop other members of the PP team

Requirements

What you’ll need

Minimum of 5 years experience in a paraplanning role
Holds Level 6 qualification – CII Chartered or CFP
Technical aspect of financial planning
Proactive in taking on extra responsibilities
Acute attention to detail
Ability to break down complex problems into simple solutions

Benefits

Comp & perks

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