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 Systems & Operations Assistant to join us, someone who loves data, technology, finding a better way of doing things and driving efficiencies.

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, but this needs to constantly evolve to ensure we are delivering the best possible service to our clients. So, this is your chance to be a part of it by joining one of the most successful financial planning firms in the UK.

Our Systems & Operations Assistant role will focus on providing operational support to the team & working with our Head of Technology and Process on some key transformational projects. You’ll be supporting with team & client data reporting one minute and challenging what we do and how we do it the next. There is lots to get stuck into with this role!

You will be:

• Pulling together data to support operations and leadership, including pipeline reports, team and client data
• Helping to manage our CRM & Client portal – setting up new users, helping the team to keep the systems tidy and accurate, support with system queries, and improving system use and training
• Helping to drive improvements with our existing technology and find better ways of working
• Supporting with new technology and process change projects
• Helping to document our processes and supporting with process change and delivery

This is an important role that sits in the heart of our team so to really pull it off you need to be:

• Tech savvy, picking up new technologies with ease (excel knowledge essential)
• Someone who delves into the detail and holds themselves to a high standard for accuracy – great attention to detail is important
• Interested in or have experience in analysis, interpreting data
• Tip-top communication and organisational skills
• Experience in the Financial Planning industry would be advantageous however not essential

We want someone who enjoys being the hub of the team and who can be relied upon.

We’re straight-talking and put people and relationships before products and services. This is what’s made us the fastest growing firm of accountants in the UK... and our vision is to continue.

Over the last couple years alone, we have achieved some fantastic feats:

• Achieved 6 awards at the Inspiring Workplaces – Best in Class for Wellbeing, Employee Voice, Culture & Purpose and Employee Experience, as well as Best Company/Most Inspiring Place to Work For - No.1 in Large Companies category and No.3 in Top 50 overall list
• B Corp certified! Measuring and improving our impact beyond business for a brighter tomorrow
• Best Companies No.1 Accountancy Firm to work for in the UK & No.30 Best Large Company to work for 2023

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:

• Supported development to help you learn and progress
• Open Holidays – unlimited paid annual leave to take what you need to feel well rested
• A truly flexible approach to hybrid working
• Empowered and entrusted to do what you do best
• An amazing wellbeing offering to support your physical, mental, spiritual, and financial health
• Volunteering opportunities to work closer with local communities and charities
• Alongside an array of benefits and perks all nicely packaged on our CP Pay & Perks platform

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.

A note for Recruitment Agencies...

Agencies, we love you… but unsolicited CV’s will not be honoured. We will only accept CV submissions for roles briefed to you by our Talent Acquisition team.

If you would be interested in working with us – please send a message to [email protected], should we have anything we need additional support on we will reach out to you.