Associate Financial Planner

About the role...

Let’s be real…

 

Most wealth firms talk about products, performance and portfolios. We don’t.

 

At Cooper Parry Wealth, we believe the industry’s got it wrong. It’s too transactional, too complicated, and too far removed from what actually matters to people. So we’ve flipped it. We focus on people first.

 

We help our clients figure out what they really want from life, and then build a plan to get them there.

 

No jargon. No ego. No “traditional wealth manager” stereotype. And now, we’re looking for a chartered or nearly qualified Level 6 Junior Relationship Manager to join us and start building a career that actually means something. You’ll be based in our London office with occasional travel to Tunbridge Wells.

 

This isn’t a sit-back-and-watch role. You’ll be right in the mix; learning fast, getting stuck in, and building the foundations of a brilliant career in wealth.

 

What you'll be doing:

 

• Initially supporting Relationship Managers & Directors in managing and growing client relationships
• Complete our T&C program so you can have your own client bank in 12 months
• Help deliver genuinely meaningful advice, not just paperwork and process
• Get to know clients as people: what drives them, what worries them, what success looks like
• Build relationships across the wider business to spot opportunities and add value
• Start developing your own network and confidence with clients
• Learn how to turn great conversations into long-term, trusted relationships

 

You won’t be expected to know everything. But you will be expected to show up, get involved, and grow fast.

About you...

We are looking for someone who is strong at relationship building and can communicate with confidence. We are looking for someone who is hungry to learn and not afraid to ask questions.

 

You’ll need to bring energy, drive and a willingness to step outside your comfort zone. But most importantly, you’ll need to care about doing the right thing – even when it’s not the easiest option.

 

You could be a Paraplanner looking for your next step, or a Relationship Manager/Financial Planner in the wrong seat looking to kick on with a great opportunity.

 

We want people who:

 

• Are Chartered Financial Planners or close to achieving the level 6 diploma in financial planning with experience in high-net-worth holistic financial planning
• Keen to progress their career, working with new and existing clients
• Have a passion for getting to know what clients really value, want to achieve and what keeps them up at night
• A team player, who wants to be part of something big for the future

About us...

Cooper Parry Wealth are one of the largest ‘proper’ financial planning firms in the UK, and we’re proud of what we have built so far. And we have big ambitions in the future!

 

We don’t do cookie-cutter advice. We don’t hide behind jargon. We put people first, speak plainly, and focus on what makes a difference.

 

We’re part of the Cooper Parry Group which also offers accountancy and digital services. This provides the perfect environment to support us and differentiate the services we can offer to clients.

 

Check out our recent achievements:

 

• New Model Advisors Top 100 firm in the UK
• Became B Corp Certified in 2023, measuring and improving our impact beyond business for a brighter tomorrow
• No.30 Best Large Company to Work For in the UK & achieved 5 awards at the Inspiring Workplace Awards in 2025: winner in the Large Business category and best in class for inspiring People & Culture, Wellbeing, Inclusion and Employee Experience

 

What's in it for you?

 

Our people are the beating heart of our culture. We know that if you love working here, and you’re given the trust and autonomy to work in a way that best suits you, you’ll produce amazing results.

 

That’s why we offer things like:

 

• 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

 

Feeling supported and welcomed is such a big part of bringing your whole self to work. As an equal opportunities employer, we’ll work with you to ensure you have everything you need to develop your skills and achieve your best.

 

Get in touch if you have any questions about our commitment to Diversity & Inclusion or about accessibility/accommodations during your application process.

 

For the attention of agencies - unsolicited CVs will not be honoured. We will only accept CV submissions for roles briefed to you by our Talent Acquisition team.

 

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