Graduate Recruitment Role

Within Cooper Parry Wealth Strategies, you will support our team of paraplanners and financial planners in advising high net-worth individuals on their personal financial planning and tax affairs. You will also assist them in creating bespoke wealth strategies for our clients.

You will support them in carrying out research, analysing client information, valuing client’s assets, new business processing, and a range of administrative tasks. Overall you will help the team devise an appropriate strategy so that the client has a clear picture of their wealth and has the best chance of meeting their financial goals.

You will embark on a structured development programme designed to take you from being a support administrator to an experienced and qualified financial planner.


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Qualifications and Experience

• An obtained 2:1 or first class degree within              financial services discipline

• 280 UCAS points from any one year (280 is             equivalent to BBC)
  
• Grade B or above in GCSE (or equivalent)
  Maths and English Language

We are now recruiting for graduates in the Wealth           Team.

Click below to apply