Financial planning Work, Jobs in Derby, Eng (with Salaries)

Financial Planning Administrator
Cooper Parry —Derby
- Full-time
- Analysis skills
- Training & development
Financial Planning & Analysis Business Partner
Flint Bishop —Derby
- Full-time
- Writing skills
- Computer skills
- Leadership
- Free parking
- Employee discount
Quick apply
Financial Planning and Analysis Accountant
Finance - Urban Playground Holdings —Nottingham
- £60,000 a year
- Full-time
- Budgeting
- Communication skills
Quick apply
Financial Planning Associate - East Midlands
Atomos —Nottingham
- Hybrid work
- CRM software
- Organisational skills
- AI
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
8d
Business Analyst (12 Month FTC)
Cooper Parry —Derby
- Organisational skills
- Agile
- Communication skills
14d
Security Assurance Officer
Rolls-Royce SMR —Derby
- £42,000 - £55,150 a year
- Full-time
- Hybrid work
- Travel
Implementation Manager - UK
Maersk —Derby
- Full-time
- English
- Agile
- Training & development
Supply Chain Planning Assistant
Aldi —Atherstone
- £37,545 - £43,840 a year
- Monday to Friday
- Hybrid work
- Microsoft Word
- Continuous improvement
- Time management
- Annual leave
- Sick pay
Strategic Manager - Operations, Performance & Contracts
Erewash Health Partnership —Ilkeston
- £50,000 - £55,000 a year
- Full-time
- Up to 50% travel
- Bachelor's degree
- Continuous improvement
- Annual leave
- Life insurance
Quick apply
CRM Manager
Riviera Travel —Burton-On-Trent
- Up to £55,000 a year
- Full-time
- Hybrid work
- Team management
- Travel
- In-person
- Work from home
- Employee assistance programme
Quick apply
Chief Operating Officer
Flint Bishop —Derby
- Full-time
- Continuous improvement
- Leadership
- Communication skills
- Free parking
- Employee discount
Quick apply
Head of Operations
Ministry of Justice —Burton-On-Trent
- £50,001 - £60,001 a year
- Part-time
- Hybrid work
- Research
- Presentation skills
- Continuous improvement
- Annual leave
- Employee discount
Project Manager - VK
Rolls-Royce SMR —Derby
- £50,600 - £66,500 a year
- Full-time
- Hybrid work
- Engineering
- Continuous improvement
- Travel
10d
Senior Finance Business Partner
Leonard Cheshire —Castle Donington
- Up to £64,746 a year
- Full-time
- Travel
- In-person
- AI
- Employee assistance programme
Quick apply
Admin Operations Team Leader
Greene King Corporate - BRA_001 —Burton-On-Trent
- Full-time
- Hybrid work
- Research
- Microsoft Office
- Continuous improvement
- Employee assistance programme
- Employee discount
Quick apply
8d
Reporting & Planning Assistant Mgr
Greene King Corporate - BRA_001 —Burton-On-Trent
- Full-time
- Microsoft Powerpoint
- Continuous improvement
- Employee assistance programme
- Employee discount
Quick apply
Procurement & Contract Compliance Manager
Derby City Council —Derby
- £50,269 - £53,460 a year
- Full-time
- Hybrid work
- Analysis skills
- Continuous improvement
- Team management
- Annual leave
- Employee assistance programme
3d
Contracts Analyst
Vaillant Group U.K. Ltd —Belper
- Full-time
- Databases
- Analysis skills
- Contracts
Finance Manager Inclusion
Derby City Council —Derby
- £56,475 - £61,133 a year
- Full-time
- Hybrid work
- Annual leave
- Employee assistance programme
2d

I want to receive the latest job alerts for financial planning in derby, eng

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

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

financial planning jobs in derby, eng

Financial Planning Administrator

Financial Planning & Analysis Business Partner

Financial Planning and Analysis Accountant

Financial Planning Associate - East Midlands

Financial Planning Administrator / Wealth Management Administrator

Business Analyst (12 Month FTC)

Security Assurance Officer

Implementation Manager - UK

Supply Chain Planning Assistant

Strategic Manager - Operations, Performance & Contracts

CRM Manager

Chief Operating Officer

Head of Operations

Project Manager - VK

Senior Finance Business Partner

Admin Operations Team Leader

Reporting & Planning Assistant Mgr

Procurement & Contract Compliance Manager

Contracts Analyst

Finance Manager Inclusion

I want to receive the latest job alerts for financial planning in derby, eng

Related Searches

Explore jobs in more locations

Jobseeker tools

Employer Tools

Browse

Stay Connected