Wealth manager Work, Jobs in Heage, Dby (with Salaries)

Senior Paraplanner
Cooper Parry —Derby
- Full-time
- Tax experience
9d
Paraplanner
Cooper Parry —Derby
- Full-time
- Analysis skills
9d
Principal Engineer (AWS & Java)
London Stock Exchange Group —Nottingham
- Full-time
- Java
- AWS
- APIs
Financial Planning Administrator
Cooper Parry —Derby
- Full-time
- Analysis skills
14d
Senior Delivery Lead
London Stock Exchange Group —Nottingham
- Full-time
- IT
Paraplanning Team Leader
Cooper Parry —Derby
- Full-time
- Mentoring
- Organisational skills
- Communication skills
Senior Software Development Engineer - Amazon Connect
Capital One UK —Nottingham
- Full-time
- Hybrid work
- AWS
- APIs
- In-person
- Annual leave
14d
Lead Software Engineer - Java
London Stock Exchange Group —Nottingham
- Full-time
- Java
- AWS
- Agile
Field Service Engineer
Getinge Ltd. —Derby
- CRM software
- Maintenance
- Microsoft Office
- Employee assistance programme
- Employee discount
3d
Principal Data Architect
London Stock Exchange Group —Nottingham
- Full-time
- Azure
- Master's degree
- AWS
Design Engineer
Global Fire & Security Systems LTD —Nottingham
- Full-time
- Microsoft Word
- AutoCAD
- Microsoft Excel
Quick apply
Sales Consultant – PPM Contracts
Global Fire & Security Systems LTD —Nottingham
- Full-time
- Sales
- Referral programme
Quick apply
Therapy Specialist Nurse - London & South East
Fresenius Medical Care —Huthwaite
- Full-time
- Travel
- Communication skills
- Teaching
- Annual leave
- Employee assistance programme
3d
Senior Technician (Laboratory)
Nottingham Trent University —Nottingham
- £28,608 - £32,089 a year
- Hybrid work
- Laboratory experience
- University
- School
- Annual leave
- Employee discount
4d
Sessional Tutor - Drawing and Painting
Leicestershire County Council —Loughborough
- £28,605 - £31,029 a year
- Full-time
- Hybrid work
- Travel
- Classroom experience
- IT
- Flexible schedule
9d
Electrical Service Engineer - Fire and Security
Global Fire & Security Systems LTD —Nottingham
- Overtime
- Organisational skills
- Communication skills
- Annual leave
- Referral programme
Quick apply
Complex Care Support Worker
Josh's Care Company —Chesterfield
- £14.00 - £14.50 an hour
- Part-time
- Childcare
- Care experience
- Cooking
- Health & wellbeing programme
- Employee discount
Quick apply
Flexi Area Nursery Support Practitioner Stoke On Trent
Storal —Stoke-on-Trent
- £16 an hour
- Full-time
- Childcare
- Travel
- School
- Employee discount
- Flexible schedule
Quick apply
Flexi Area Nursery Support Practitioner Nottingham
Storal —Loughborough
- £16 an hour
- Full-time
- Childcare
- Travel
- School
- Employee discount
- Flexible schedule
Quick apply
Veterinary Surgeon
Vets for Pets —Beeston
- Up to £55,700 a year
- Part-time
- Annual leave
- Employee discount

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Senior Paraplanner

Cooper Parry -
Derby

Apply Now

Job details

Full-time
9 days ago

Benefits

Company pension

Qualifications

Tax experience
Certificate in Insurance

Full job description

About the role...:

At Cooper Parry Wealth, we want to be the best. We’re a mould-breaking, bold decision-making, award-taking team. And we want you to join us.

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. To be the best at what we do. And this is your chance to be a part of it by joining one of the most successful financial planning firms in the UK.

As a Senior Paraplanner, you’ll construct the advice underpinning each financial plan with direction from the Relationship Manager. You’ll play a big role in delivering financial plans to new clients and co-ordinating an expert team including tax advisers and solicitors.

As part of a high performing team of Paraplanners, you'll be working alongside our Relationship Managers, Associate Advisers and Tax Advisers in creating financial plans and producing high quality, accurate and compliant reports.

Other day-to-day responsibilities include…

Complete an accurate and comprehensive analysis of clients’ financial position
Provides a high level of technical support to Relationship Managers
Provides meeting support for complex annuals and new clients through to sign up
Creates and delivers cashflow modelling at client meetings
Carrys out complex/technical calculations
Mentor and develop other members of the PP team

About you...:

As a Senior Paraplanner, you will love the technical aspect of financial planning. You will be proactive in taking on extra responsibilities and have an acute level of attention to detail. You will also…

Can break down complex problems into simple solutions
Proactive in taking on extra responsibilities
Minimum of 5 years experience in a paraplanning role
Holds Level 6 qualification – CII Chartered or CFP

About us...:

Cooper Parry Wealth are one of the largest ‘proper’ financial planning firms in the UK, and we’re proud of what we have built so far. And we have big ambitions in the future!

We don’t do cookie-cutter advice. We don’t hide behind jargon. We put people first, speak plainly, and focus on what makes a difference.

We’re part of the Cooper Parry Group which also offers accountancy and digital services. This provides the perfect environment to support us and differentiate the services we can offer to clients.

Check out our recent achievements:

New Model Advisors Top 100 firm in the UK
Became B Corp Certified in 2023, measuring and improving our impact beyond business for a brighter tomorrow
No.30 Best Large Company to Work For in the UK & achieved 5 awards at the Inspiring Workplace Awards in 2025: winner in the Large Business category and best in class for inspiring People & Culture, Wellbeing, Inclusion and Employee Experience

What's in it for you?

Our people are the beating heart of our culture. We know that if you love working here, and you’re given the trust and autonomy to work in a way that best suits you, you’ll produce amazing results.

That’s why we offer things like:

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

Feeling supported and welcomed is such a big part of bringing your whole self to work. As an equal opportunities employer, we’ll work with you to ensure you have everything you need to develop your skills and 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.

For the attention of agencies - unsolicited CVs will not be honoured. We will only accept CV submissions for roles briefed to you by our Talent Acquisition team.

#LI-MH1

Apply Now

Refine Your Search

wealth manager jobs in heage, dby

Senior Paraplanner

Paraplanner

Principal Engineer (AWS & Java)

Financial Planning Administrator

Senior Delivery Lead

Paraplanning Team Leader

Senior Software Development Engineer - Amazon Connect

Lead Software Engineer - Java

Field Service Engineer

Principal Data Architect

Design Engineer

Sales Consultant – PPM Contracts

Therapy Specialist Nurse - London & South East

Senior Technician (Laboratory)

Sessional Tutor - Drawing and Painting

Electrical Service Engineer - Fire and Security

Complex Care Support Worker

Flexi Area Nursery Support Practitioner Stoke On Trent

Flexi Area Nursery Support Practitioner Nottingham

Veterinary Surgeon

I want to receive the latest job alerts for wealth manager in heage, dby

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