Wealth Administration Apprenticeship

at  Cooper Parry

About the role…:
Have you recently finished school 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.

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 your 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.

• 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