Senior Wealth Planning Administrator - Growth & Impact
Posted 19 hours 45 minutes ago by Logan UK
Permanent
Full Time
Other
Lancashire, Manchester, United Kingdom, M21 0
Job Description
Cooper Parry Wealth in Manchester is expanding its client services team and seeking a Senior Financial Planning Administrator to support paraplanners and relationship managers. You'll own client data, onboarding new clients and delivering first-class service in a fast-growing wealth practice.
You'll have 3+ years in financial planning administration, experience with HNWI, and ideally a Diploma in Regulated Financial Planning.