Leave us your email address and we'll send you all the new jobs according to your preferences.

Senior Wealth Planning Administrator - Growth & Impact

Posted 18 hours 7 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.

Email this Job