Job Type: | permanent | Duration: | |
Category: | Accounting / Finance | Recruiter Reference: | eaf02abe-eb63-42d2-bbc5-c906c4820d9b |
URL for Applications: | Apply Here | Salary: |
At Cooper Parry Wealth we’re a mould-breaking, bold decision-making, award-taking team. And we are looking for a passionate and proactive Client Services Associate 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.
Our Client Services Associate role has a huge focus on working with the wider team. Supporting and working with the Paraplanners, Associate Advisors and Relationship Managers you will play a huge part in delivering a “best in class” service to our clients.
You will:
What you’ll be need…
This is an important role that sits in the heart of our team so to really pull it off you need to:
We want someone who enjoys being the hub of the team and who can be relied upon to keep our team ideals upheld.
What's in it for you...
We’ve always believed in trusting our people to make the right decisions for themselves. From how you dress, to where you work and how often you take holiday. We give our people the opportunity to work flexibly, as well as the trust and accountability to deliver.
Cooper Parry’s mindset is simple. We put our people at the heart of our culture. Why? Pretty simple really… if our people love working here then they do amazing work.
That’s why we offer things like:
Play to your strengths, we say. Create a role you’re truly passionate about.
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.