Financial planner Work, Jobs in Windsor, Brk (with Salaries)

Trainee/Junior Financial Planner
Cooper Parry —London
- Full-time
- Travel
Investment Specialist Administrator
TrinityBridge —London
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
3d
Trainee Wealth Manager
RGH‑Global Limited —London
- £29,000 - £33,000 a year
- Full-time
- Hybrid work
- Communication skills
- Employee assistance programme
Financial Planning / Advice, Team Leader (Regulated Supervisor)
Stephen Bell Associates —London
- Call to connect
- IT
- Leadership
- Communication skills
1d
Paraplanner (Stokenchurch)
Perspective Financial Group —Stokenchurch
- Monday to Friday
- Microsoft Powerpoint
- Communication skills
- Referral programme
Wealth Planner
Morris Jane Associates —London
- £90,000 a year
Financial Advisor - Life & Inheritance Tax
Howden Group Holdings —London
- Full-time
- Hybrid work
- Communication skills
- Life insurance
IFA Administrator
Moore Kingston Smith —London
- £30,000 - £36,000 a year
- Full-time
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
Quick apply
Client Administrator
Evelyn Partners —London
- Full-time
- Organisational skills
- IT
- Communication skills
Quick apply
Paraplanner
Menzies LLP —London
- Full-time
- Hybrid work
- English
Wealth Adviser
Howden Group Holdings —London
- Full-time
- Hybrid work
- Supervising experience
- Mentoring
- Communication skills
Financial Planning Administrator
The Progeny Group Limited —Marlow
- Full-time
- Hybrid work
- Microsoft Office
- Financial services
- Employee assistance programme
- Referral programme
Quick apply
Associate Financial Planner
Moore Kingston Smith —London
- £42,000 - £47,500 a year
- Full-time
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
Quick apply
4d
Retirement focused Financial Planning Manager – Leading Wealth Manager
Stephen Bell Associates —London
- Call to connect
- IT
- Communication skills
Technical Administrator
Harding Financial —Shalford
- £25,000 - £28,000 a year
- Full-time
- Microsoft Word
- Microsoft Office
- Organisational skills
Head of Paraplanning
Cooper Parry —London
- Full-time
- Leadership
- Communication skills
Client Support Executive
Benchmark Capital —Weybridge
- Full-time
- Hybrid work
- Microsoft Office
- Organisational skills
- Financial services
11d

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Investment Specialist Administrator
TrinityBridge —London
Stay fully abreast of developments and updates across key TrinityBridge funds and services – understanding the various investment teams’ investment philosophies…
3d
Investment Operations and Fund Dealing Analyst
London LGPS CIV Ltd —London
Coordinate and oversee fund dealing activities end-to-end with all key stakeholders (Investment Managers, Partner Funds, Custodians, Transfer Agents and other…
Quick apply

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Trainee/Junior Financial Planner

Cooper Parry -
London

Apply Now

Job details

Full-time

Benefits

Company pension

Qualifications

Financial planning

Full job description

About the role...:

Let’s be real…

Most wealth firms talk about products, performance and portfolios. We don’t.

At Cooper Parry Wealth, we believe the industry’s got it wrong. It’s too transactional, too complicated, and too far removed from what actually matters to people. So we’ve flipped it. We focus on people first.

We help our clients figure out what they really want from life, and then build a plan to get them there.

No jargon. No ego. No “traditional wealth manager” stereotype. And now, we’re looking for a Junior/Trainee Relationship Manager to join us and start building a career that actually means something. You’ll be based in our London office with occasional travel to Tunbridge Wells.

This isn’t a sit-back-and-watch role. You’ll be right in the mix; learning fast, getting stuck in, and building the foundations of a brilliant career in wealth.

What you'll be doing:

Initially supporting Relationship Managers & Directors in managing and growing client relationships
Complete our T&C program so you can have your own client bank in 12 months
Help deliver genuinely meaningful advice, not just paperwork and process
Get to know clients as people: what drives them, what worries them, what success looks like
Build relationships across the wider business to spot opportunities and add value
Start developing your own network and confidence with clients
Learn how to turn great conversations into long-term, trusted relationships

You won’t be expected to know everything. But you will be expected to show up, get involved, and grow fast.

About you...:

We are looking for someone who is strong at relationship building and can communicate with confidence. We are looking for someone who is hungry to learn and not afraid to ask questions.

You’ll need to bring energy, drive and a willingness to step outside your comfort zone. But most importantly, you’ll need to care about doing the right thing – even when it’s not the easiest option.

You could be a Paraplanner looking for your next step, or a Relationship Manager/Financial Planner in the wrong seat looking to kick on with a great opportunity.

We want people who:

Are Chartered Financial Planners or Certified Financial Planning professionals with experience in high-net-worth holistic financial planning (we would consider candidates close to achieving these qualifications)
Keen to progress their career, working with new and existing clients
Have a passion for getting to know what clients really value, want to achieve and what keeps them up at night
A team player, who wants to be part of something big for the future

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

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financial planner jobs in windsor, brk

Trainee/Junior Financial Planner

Investment Specialist Administrator

Trainee Wealth Manager

Financial Planning / Advice, Team Leader (Regulated Supervisor)

Paraplanner (Stokenchurch)

Wealth Planner

Financial Advisor - Life & Inheritance Tax

IFA Administrator

Client Administrator

Paraplanner

Wealth Adviser

Financial Planning Administrator

Associate Financial Planner

Retirement focused Financial Planning Manager – Leading Wealth Manager

Technical Administrator

Head of Paraplanning

Client Support Executive

More jobs to discover

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