Financial Planning Systems & Operations Assistant

at  Cooper Parry

About the role…:
At Cooper Parry Wealth we’re a mould-breaking, bold decision-making, award-taking team. And we are looking for a passionate and proactive Financial Planning Systems & Operations Assistant to join us, someone who loves data, technology, finding a better way of doing things and driving efficiencies.
The wealth management industry loves talking about the latest products that will make people rich. But we’ve flipped the traditional model on its head. Quite simply, we realised it’s broken and ineffective.
That’s why we made the bold decision to do things differently, but this needs to constantly evolve to ensure we are delivering the best possible service to our clients. So, this is your chance to be a part of it by joining one of the most successful financial planning firms in the UK.
Our Systems & Operations Assistant role will focus on providing operational support to the team & working with our Head of Technology and Process on some key transformational projects. You’ll be supporting with team & client data reporting one minute and challenging what we do and how we do it the next. There is lots to get stuck into with this role!

• Tech savvy, picking up new technologies with ease (excel knowledge essential)
• Someone who delves into the detail and holds themselves to a high standard for accuracy – great attention to detail is important
• Interested in or have experience in analysis, interpreting data
• Tip-top communication and organisational skills
• Experience in the Financial Planning industry would be advantageous however not essentia