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Junior Financial Planner
Cooper ParryJunior/Trainee Relationship Manager focusing on building meaningful client relationships at Cooper Parry Wealth. Support relationship managers and deliver personalized financial advice to clients.
ATS Keywords
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Soft Skills
relationship buildingcommunicationwillingness to learncuriosityenergydriveintegrityconfidencenetworkingclient engagement
Certifications & Qualifications
Chartered Financial PlannerCertified Financial Planning
Industry Keywords
high-net-worthholistic financial planningclient relationshipsfinancial adviceclient bankT&C programtrusted relationshipsvalue additioncareer progressionclient network
About the role
Key responsibilities & impact- 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
Requirements
What you’ll need- Strong at relationship building
- Communicate with confidence
- Hungry to learn
- Not afraid to ask questions
- Energy, drive and a willingness to step outside your comfort zone
- Care about doing the right thing – even when it’s not the easiest option
- Chartered Financial Planners or Certified Financial Planning professionals with experience in high-net-worth holistic financial planning or close to achieving these qualifications
- Keen to progress their career, working with new and existing clients
Benefits
Comp & perks- 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