At Cooper Parry Wealth we’re a mould-breaking, bold decision-making, award-taking team. And we are looking for a passionate and proactive Financial Planning Trainee to join us, someone who loves working collaboratively, with communication at the heart of what they do. 

The wealth management industry loves talking about the latest products that will make people rich. But we’ve flipped the traditional model on its head. Quite simply, we realised it’s broken and ineffective. 

That’s why we made the bold decision to do things differently. And this is your chance to be a part of it by joining one of the most successful financial planning firms in the UK. 

Here at Cooper Parry, we’re in it together. All we ask of our people is that they play all in, continuously strive to keep learning – whether they are a trainee or a Partner – and be brave, willing to step out of their comfort zone and tackle new challenges. And above all of that, be nice! 

You will need to be committed and have amazing project management skills to balance studies and the day job. You need to be curious about companies and see our work as part of their success. 

Our minimum requirement would be having gained a minimum of 3 A Levels or equivalent with grades BBC (with a minimum of one A Level in numerical or business-related subjects) and undertaken a Quantitative degree.  

At Cooper Parry we are mindful of candidates who may have extenuating circumstances whilst completing their education and did not meet the minimum academic requirements. We would be open to discuss and explore the pathway that matches you the best and welcome you to apply for the role, but please notify us of your extenuating circumstances that affected your results. 

So, we look for people who... 

• Have great attention to detail, with a passion for numbers, a knack for following processes and love delivering an exceptional client experience 

• Possess great communication skills, can build rapport and are comfortable approaching clients and working closely with your colleagues 

• Can adapt to changing priorities, and enjoys working in busy fast paced, energetic environment  

• Able to multitask - processing data, chasing information and prioritising your own workload 

• Are excited about Wealth and driven to succeed in the role 

About the day to day… 

• Be responsible for our client’s data and information, making sure we are always up to date, accurate and ready to be able to deliver a fantastic service 

• Regularly communicate and interact with clients and the internal teams 

• Administer engagement of new clients and the servicing of existing clients 

• Help the team to prepare, coordinate and follow up  for client meetings 

• Successfully manage a varied workload 

• Ensure an overall brilliant client experience 

Click here to learn more about the Wealth Team

We’re proud to be a purpose-driven business. As the UK’s largest B Corp certified accountancy firm, we’re committed to making a positive impact beyond profit – measuring our success by how we support people, communities, and the planet. We were ranked 83rd in the Top 100 Apprenticeship Employers in the UK, reflecting our dedication to nurturing early careers and creating opportunities for future talent. 

What’s in it for you? 

• Flexible working – balance home, office, and client time your way 

• Generous holiday allowance to recharge and explore 

• No dress code – just “wear something!” 

• Award-winning wellbeing support – for your physical, mental, spiritual, and financial health 

• Volunteering opportunities to give back to your community 

• Social and sports clubs to connect and have fun 

What's in it for you... 

We put our people at the heart of our culture. If our people love working here then they do amazing work, that’s why we offer things like: 

• A flexible approach to work - balancing working from home, in office or with clients 

• A generous holiday entitlement 

• No dress code – just “wear something!” 

• An amazing 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 

We know everyone performs their best when they feel welcomed and supported to bring their whole selves to work. As an equal opportunities’ employer, we will work with you to ensure you have all you need to 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. 

Interested?  

If you’d like to be considered for this role, please click apply, upload your CV and follow next steps!