Have you recently finished school or University and looking for the first step in your career? We are looking to bring on an entry level Client Services Assistant/Client Administrator to join us.
With this opportunity comes the chance to explore the different career paths available to you in the future, depending on your strengths and aspirations; whether you wish to progress into a more senior client services role or go into paraplanning.
We’ll support you in building the foundations of your career and teach you everything there is to know about the industry.
What does the day to day look like
As a successful Financial Planning/Client Services Assistant, you will support the Client Services Associate in the administration of client’s data and provide day to day administrative support to the team based from our East Midlands office. You will:
- Manage prospects by working with the Relationship Managers to manage leads, coordinate initial meetings and prepare relevant documentation
- Update and maintain client data on our back office system Xplan
- Review meeting preparation, prepare documents and obtain updates and valuations from providers
- Send and chase Letters of Authority
- General office administration i.e. manage post, printing, booking meeting rooms etc.
About you
Studying for a professional qualification and working is not an easy pathway. You will need to be committed and have amazing project management skills to balance studies and the day job. We want to know why Wealth is the career path for you.
So, we look for people who
For this role you do not need any prior experience. What we are looking for is someone who is:
- A people person – we will support you to start engaging with clients, providers and other team members
- A team player – we are there to support each other
- Self-motivated to learn both on the job and through study as ideally, we would like you to work towards the Diploma in Financial Planning as part of your career progression
- Holds 3 A-levels or equivalent with grades BBC as a minimum.
At Cooper Parry we are mindful of candidates who may have extenuating circumstances whilst completing their education and did not meet the minimum academic requirements. We would be open to discuss and explore the pathway that matches you the best and welcome you to apply for the role, but please notify us of the extenuating circumstances that affected your results.
About us
We work with privately owned, not for profit and multi-national businesses across the UK to help them become more aware of their financial position, become more financially efficient, help them grow and much more. But we’re no ordinary firm of accountants and business advisers.
We’re straight-talking and put people and relationships before products and services. This is what’s made us the fastest growing firm of accountants in the UK... and our vision is to continue.
Over the last couple years alone, we have achieved some fantastic feats...
- Ranked No.1 in the Accountancy Age Mid-Tier Power Index
- B Corp certified! Measuring and improving our impact beyond business for a brighter tomorrow
- Best Companies No.1 Accountancy Firm to work for in the UK & No.30 Best Large Company to work for 2023
What's in it for you?
We have always believed in trusting our people to make the right decisions for themselves. From how you dress, to where you work and how often you take holiday. We give our people the opportunity to work flexibly, as well as the trust and accountability to deliver.
We put our people at the heart of our culture. If our people love working here then they do amazing work, that’s why we offer things like:
- Empowered and entrusted to do what you do best
- An amazing wellbeing offering to support your physical, mental, spiritual, and financial health
- Volunteering opportunities to work closer with local communities and charities
- Open holidays
- Robust support to see you through your qualification
- A flexible approach to work balancing working from home, in office or with clients
- Cooper Parry social/sports clubs
- Alongside an array of benefits and perks all nicely packaged on our CP Pay & Perks platform
This role is looking to start as soon as possible.
We know everyone performs their best when they feel welcomed and supported to bring their whole selves to work. As an equal opportunities’ employer, we will work with you to ensure you have all you need to 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.
Interested?
If you’d like to be considered for this role, please click apply, upload your CV and follow next steps, you can find out more about our process, please check out our “What to expect section!”