Financial Planning Graduate

Framework Design Agency

. Join Cooper Parry Wealth as a Client Services Assistant while developing a financial planning career .

Posted 10/26/2026full-timeDerby • United KingdomEntry LevelWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates strong project management skills and attention to detail while maintaining accurate client data and delivering exceptional client experiences. Possesses effective communication abilities to build rapport with clients and colleagues in a dynamic, team-oriented environment.

Highest-signal resume keywords

Project Management SkillsAttention To DetailStrong Communication SkillsClient EngagementWealth Management Interest

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Client Data ManagementNumerical AnalysisBusiness-Related Subjects KnowledgeMultitaskingProcess Following

Soft Skills

Ability To AdaptTeam CollaborationRapport BuildingWorkload Prioritization

Certifications & Qualifications

Diploma In Regulated Financial Planning

Industry Keywords

Client ServicesFinancial PlanningWealth Management

About the role

Key responsibilities & impact

Join Cooper Parry Wealth as a Client Services Assistant while developing a financial planning career
Maintain accurate and up-to-date client data and information
Communicate and interact regularly with clients and internal teams
Administer the engagement of new clients and service existing clients
Help prepare, coordinate and follow up on client meetings
Manage a varied workload
Deliver an excellent overall client experience
Work toward achieving the Diploma in Regulated Financial Planning

Requirements

What you’ll need

Minimum of 3 A Levels or equivalent with grades BBC
Minimum of one A Level in numerical or business-related subjects
Undertaken a degree
Committed and able to balance studies with the day job
Project management skills
Attention to detail and passion for numbers
Ability to follow processes and deliver an exceptional client experience
Strong communication skills and ability to build rapport with clients and colleagues
Ability to adapt to changing priorities and work in a dynamic, team-oriented environment
Ability to multitask, process data, chase information and prioritise workload
Interest in wealth management and motivation to learn, develop and contribute
Successful candidates must attend the Assessment Centre at the East Midlands (Sky View) office on 9th December

Benefits

Comp & perks

Flexible working - balance home, office and client time in a way that works for you
Generous holiday allowance
No dress code
Award-winning wellbeing support for your physical, mental, financial and emotional wellbeing
Paid volunteering opportunities
Social events, sports clubs and communities
Industry-leading training, professional qualifications and development opportunities
Supportive culture encouraging ideas, challenge and impact from day one
Support during the recruitment process for adjustments and accessibility needs