Financial advisor Work, Jobs in Shepshed, Lec (with Salaries)

Financial Planning Administrator
Cooper Parry —Derby
- Full-time
- Analysis skills
- Training & development
Trainee Mortgage Advisor
APR Money Ltd —Derby
- From £24,000 a year
- Full-time
- Hybrid work
- Basic maths
- Financial services
- Communication skills
- Life insurance
- Sick pay
Quick apply
Student Welfare Adviser
University of Derby —Kedleston
- £32,942.00 - £42,523.55 a year
- Weekend availability
- Microsoft Office
- University
- No degree
- Annual leave
- Employee assistance programme
13d
Administration Assistant
Premier Insurance Brokers Ltd —Nottingham
- From £27,000 a year
- Full-time
- Microsoft Word
- CRM software
- Microsoft Excel
Quick apply
3d
Credit Hire Advisor
Hastings Direct —Leicester
- From £28,800 a year
- Full-time
- Hybrid work
- In-person
- Communication skills
- Life insurance
- Referral programme
11d
HR Advisor
TheNottingham —Nottingham
- Up to £40,000 a year
- Hybrid work
- Continuous improvement
- Human resources
- Organisational skills
- Annual leave
2d
Marketing Communications and Content Executive
PKF Smith Cooper —Nottingham
- Full-time
- Hybrid work
- Organisational skills
- AI
- Communication skills
- Annual leave
- Employee discount
13d
Loan Underwriter / Assessor
First Enterprise - Enterprise Loans —Nottingham
- £28,000 - £35,000 a year
- Full-time
- Microsoft Word
- Continuous improvement
- In-person
- Employee discount
Quick apply
1h
Technical Service Advisor
MAN Truck & Bus UK —North West Leicestershire
- £31,880 - £35,236 a year
- Full-time
- Customer service
- Analysis skills
- Organisational skills
4d
Customer Service Advisor
Experian —Nottingham
- Full-time
- Hybrid work
- Annual leave
Quick apply
13d
Customer Service Advisor
Experian Information Solutions —Nottingham
- Full-time
- Hybrid work
- Annual leave
13d
Legal Recoveries Specialist
Flint Bishop —Derby
- Full-time
- Communication skills
- Free parking
- Flexible schedule
Quick apply
Home Customer Service Advisor
NEXT —Leicester
- £13.29 an hour
- Part-time
- Computer literacy
- Computer skills
- Free parking
- Work from home
3d
Customer Sales Advisor
Halfords —Coalville
- £10.85 - £12.71 an hour
- Part-time
- Customer service
- Retail sales
- Store discount
- Health & wellbeing programme
Paraplanner
Cooper Parry —Derby
- Full-time
- Analysis skills
- Analytics
Customer Service Executive
Experian Information Solutions —Nottingham
- Full-time
Senior Data Analyst
Capital One UK —Nottingham
- Full-time
- Hybrid work
Junior Commercial Advisor
Verisure Services (UK) Limited —Coalville
- £3,800 a month
- Full-time
- Sales
Quick apply
Customer Service Advisor
LKQ Corporation —Tamworth
- Full-time
- Annual leave
- Employee assistance programme
12d
Tesco Travel Money Advisor
Travelex —Ashby-De-La-Zouch
- £13.50 an hour
- Overtime
- Employee discount

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financial advisor jobs near shepshed, lec

Financial Planning Administrator

Cooper Parry -
Derby

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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

financial advisor jobs in shepshed, lec

Financial Planning Administrator

Trainee Mortgage Advisor

Student Welfare Adviser

Administration Assistant

Credit Hire Advisor

HR Advisor

Marketing Communications and Content Executive

Loan Underwriter / Assessor

Technical Service Advisor

Customer Service Advisor

Customer Service Advisor

Legal Recoveries Specialist

Home Customer Service Advisor

Customer Sales Advisor

Paraplanner

Customer Service Executive

Senior Data Analyst

Junior Commercial Advisor

Customer Service Advisor

Tesco Travel Money Advisor

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