Finance Work, Jobs in Long Whatton, Lec (with Salaries)

Financial Planning Administrator
Cooper Parry —Derby
- Full-time
- Analysis skills
- Training & development
Business Analyst (12 Month FTC)
Cooper Parry —Derby
- Organisational skills
- Agile
- Communication skills
Finance Assistant
Futures Housing Group —Derby
- £28,380 a year
- Full-time
- Free parking
1d
Accounts Receivable Specialist
Blue Light Card —Leicester
- Hybrid work
- Communication skills
- Free parking
- Annual leave
Desktop Support Analyst - Derby
Brightwell —Derby
- Analysis skills
- Computer networking
- SharePoint
- Free parking
- Employee assistance programme
Accounts Payable Assistant
Greenwood Academies Trust —Nottingham
- £26,403 - £28,142 a year
- Hybrid work
- Communication skills
- Free parking
- Annual leave
Data Analyst
Cromwell —Leicester
- Full-time
- Time management
- Analytics
- Annual leave
- Sick pay
Pricing & Data Analyst
Parkland Fleet Solution —Loughborough
- £13 - £20 an hour
- Part-time
- English
- Maths
- In-person
Quick apply
HR & Finance Support (Full-time or part-time hours considered)
DSL Group (Nottingham) Limited —Annesley
- £28,000 a year
- Part-time
- Microsoft Word
- Microsoft Outlook
- Administrative experience
- Free parking
- Employee discount
Quick apply
4d
Customer Experience Consultant | S1 | Retail Banking | Nottingham
A01 Santander UK plc —Nottingham
- Full-time
- Cash handling
- Banking
Finance and HR Support Officer (FSO)
East Midlands Reserve Forces and Cadets Association —Nottingham
- £15,518 a year
- Part-time
- Hybrid work
- Microsoft Word
- Human resources
- Communication skills
Quick apply
5d
Financial Planning Administrator / Wealth Management Administrator
Willday Wealth Management —Leicester
- £32,000 - £37,000 a year
- Full-time
- Organisational skills
- Financial services
- In-person
- Free parking
- Annual leave
Quick apply
12d
Road Logistics Business Analyst
Kuehne+Nagel —Kegworth
- Microsoft Powerpoint
- Analysis skills
- Continuous improvement
- Annual leave
Credit Controller/Accounts/Office clerk, part-time
MIES International ltd —Ashby-De-La-Zouch
- £13 - £14 an hour
- Part-time
- Microsoft Excel
- Data entry
- Typing
Quick apply
13d
Accounts Assistant
Sytner —Leicester
- Part-time
- In-person
- Employee discount
Purchase Ledger Assistant
Code Students —Leicester
- Up to £30,000 a year
- Full-time
- Organisational skills
- In-person
- Cash handling
- Free parking
- Health & wellbeing programme
Quick apply
2d
Financial Controller
Bywater Services Ltd —Coalville
- £45,000 - £55,000 a year
- Full-time
- Free parking
- Work from home
Quick apply
8d
Financial Services Administrator
Witcher Associates —Leicester
- £25,500 - £33,000 a year
- Full-time
- Organisational skills
- Computer skills
- Financial services
- Annual leave
Quick apply
6d
Finance Director
loc8me —Loughborough
- Up to £100,000 a year
- Full-time
- Analysis skills
- Presentation skills
- In-person
- Free parking
- Annual leave
Quick apply
Accounts Assistant
Tennants UK Ltd —Nottingham
- £28,000 a year
- Full-time
- Organisational skills
- Financial services
- In-person
- Free parking
Quick apply

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Financial Planning Administrator

Cooper Parry -
Derby

Apply Now

Job details

Full-time

Benefits

Company pension

Qualifications

Financial planning
Meeting coordination
Client engagement
Process improvement
Analysis skills
Relationship management
Customer interaction
Training & development
Team motivation leadership

Full job description

About the role...:

Are you an experienced Financial Planning Administrator looking for your next challenge and an opportunity to further build on your career within the industry. Do you love working collaboratively and have found a passion for Wealth Management?

Our Wealth team in the East Midlands are growing, and we’re currently seeking a Financial Planning Administrator to join them on their journey following an internal promotion.

About the day to day…

Our Experienced Financial Planning Administrator role is paramount to supporting our wider team, like our Paraplanners and Relationship Managers. You will play a huge part in delivering a “best in class” service to our clients and a pivotal role helping the team succeed.

You will get stuck into:

Playing a key role in managing and administering complex client assets, and implementing new advice smoothly and accurately.
Taking ownership of our client data — keeping everything up to date, precise and ready, so we can consistently deliver an exceptional experience.
Building strong relationships through regular client interaction, from day‑to‑day communication to meeting support.
Assisting with the onboarding of new clients and ensuring our existing clients continue to receive seamless, high‑quality service.
Helping the team prepare for, coordinate, and follow up after client meetings so every interaction feels polished and purposeful.
Spotting opportunities to improve how we work, sharing great ideas, and getting involved in implementing positive change.
Contributing to an outstanding client experience while providing reliable, proactive support to colleagues.
Being part of a growing, ambitious business that embraces new technology — and getting hands‑on with modern tools and smarter ways of working to make everything we do better

Additionally, you will need to be a role model – supporting with the development and training of other team members, sharing knowledge and best practices.

About you...:

As the next Financial Planning Administrator, you will work well under pressure in a fast-paced environment whilst managing a varied workload, utilising well-developed analytical skills and endeavouring to be highly organised whilst maintaining acute attention to detail. We are looking for someone who is proactive and positive to help motivate the team.

This is an important role that sits in the heart of our team so to really pull it off you need:

A passion for financial planning with proven experience working in administration for a Financial Planning firm
Be working towards the Diploma in Regulated Financial Planning (desirable)
Ability to listen and ask great questions
Effective communication and able to build strong relationships that create trust, open dialogue and be able to give and accept feedback
Client-Centric, always prioritising the needs and satisfaction of the client
Ability to anticipate client needs and address them without being prompted
Solution based outlook to come up with ways to progress and resolve client requests
Work well with internal teams to meet client expectations and build strong internal bonds
Quickly adjust to changes in client requirements or internal processes

We want someone who enjoys being the hub of the team and who can be relied upon to keep our team ideals upheld.

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

finance jobs in long whatton, lec

Financial Planning Administrator

Business Analyst (12 Month FTC)

Finance Assistant

Accounts Receivable Specialist

Desktop Support Analyst - Derby

Accounts Payable Assistant

Data Analyst

Pricing & Data Analyst

HR & Finance Support (Full-time or part-time hours considered)

Customer Experience Consultant | S1 | Retail Banking | Nottingham

Finance and HR Support Officer (FSO)

Financial Planning Administrator / Wealth Management Administrator

Road Logistics Business Analyst

Credit Controller/Accounts/Office clerk, part-time

Accounts Assistant

Purchase Ledger Assistant

Financial Controller

Financial Services Administrator

Finance Director

Accounts Assistant

I want to receive the latest job alerts for finance in long whatton, lec

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