About the role...:
Let’s be honest… wealth management can feel stuck in its ways. We’re here to change that.
At Cooper Parry Wealth, we don’t follow the industry playbook. We rewrite it. We’re bold, we move fast, and we care deeply about getting it right for our clients. Big news: our Head of Paraplanning has been promoted, stepping into a long-term Advisor ambition, and now we’re searching for a brilliant leader ready to make this role their own.
Paraplanning sits at the heart of our client proposition. It isn't a support function. It's a critical driver of client outcomes, adviser effectiveness and business growth.
We've already built a highly capable paraplanning team with strong leadership, great technical expertise and a genuine commitment to delivering exceptional outcomes for clients. The foundations are firmly in place.
We're now looking for someone who can build on that success and help take the function to the next level.
This is an opportunity to lead a brilliant team of experienced paraplanners through an exciting period of growth and transformation. You'll play a key role in shaping how advice is delivered, streamlining processes, embracing technology and creating the capacity we need to scale, so we can help more client families across the UK.
This isn’t just about managing a team. It’s about leading from the front, shaping how paraplanning works, and building a high-performing, forward-thinking function that genuinely adds value.
You’ll be the person who brings clarity, energy and direction; ensuring the team delivers brilliant work, while constantly pushing for smarter, better ways of doing things.
What you’ll be doing:
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Leading, inspiring and developing a high-performing paraplanning team
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Creating an environment where people are empowered, accountable and continually developing their skills
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Building a scalable operating model that supports the next phase of growth for Cooper Parry Wealth
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Driving continuous improvement across both new business and existing client workflows
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Using technology, automation and data to remove friction and improve efficiency
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Improving turnaround times and service levels without compromising quality
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Championing technical excellence and ensuring consistently high standards across all outputs
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Working closely with Advisers, Client Services, Platform and Technology teams to deliver an exceptional client experience
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Coaching and developing future leaders within the paraplanning team
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Helping shape the future direction of advice delivery across the business
About you...:
You’re not just experienced paraplanner, you’re wired to lead.
You know how to build high-performing teams. You know how to bring people with you. You challenge constructively, raise standards and create environments where talented people can do their best work.
You're commercially minded and understand that great paraplanning isn't just about technical quality. It's about helping a business scale, helping the team succeed and delivering brilliant outcomes for clients.
You'll be comfortable influencing senior stakeholders, driving change and making decisions in a fast-moving environment.
Most importantly, you'll be excited by the opportunity to take something good and make it even better.
You’re confident, pragmatic, and people focused. You can have the tricky conversations when needed, but always with empathy and clarity.
What you’ll bring:
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Ideally Chartered Financial Planner status (or equivalent)
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Significant experience leading and developing paraplanning teams
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A proven track record of driving operational improvement, change and growth
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Strong commercial awareness and an understanding of what enables a business to scale
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Experience using technology and data to improve performance and efficiency
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Outstanding communication and stakeholder management skills
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The ambition and leadership capability to build on strong foundations and continue to create one of the leading paraplanning functions in the profession
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
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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:
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A flexible approach to work - balancing working from home, in office or with clients
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Support with career growth and qualifications
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A generous holiday entitlement
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An enhanced parental leave policy
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An enhanced pension scheme
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No dress code – just “wear something!”
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A multi-award-winning wellbeing offering to support your physical, mental, spiritual, and financial health
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Volunteering opportunities to work closer with local communities and charities
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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.
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