Financial Planning Operations Manager

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 Operations Lead to join us; someone who loves data, technology, finding a better way of doing things and driving efficiencies.

This is a brilliant opportunity for someone with a strong background in financial planning operations, paraplanning, or administration who’s ready for a new and exciting opportunity.

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.

You’ll be at the heart of our operations, ensuring everything runs smoothly while supporting the team and driving continuous improvement. Reporting into our Head of Technology & Process, you’ll also play a key role in supporting with the delivery of transformational projects that shape the future of our firm.

About The Day To Day…

• Supporting the business-as-usual operations, ensuring our systems, processes, and team support are running like clockwork
• Acting as the go-to person for operational queries, problem-solving, and process improvements
• Supporting the Head of Technology & Process with key transformation initiatives, helping to deliver change that enhances client and team experience
• Managing and improving our CRM and client portal, ensuring data accuracy, user support, and training
• Overseeing KPI reporting and operational insights to support leadership decision-making
• Championing efficiency and innovation, identifying better ways of working and supporting the team to embed new technologies and processes
• Supporting with process documentation, and change delivery
  
  

About You...

We’re looking for someone who enjoys being the hub of the team, who’s reliable, self-driven, resourceful, and ready to make a real impact. You’ll thrive in this role if you’re:

• An experienced operations professional or an experienced paraplanner/administrator ready to step into an operations role

Have a strong understanding of Wealth Management technology, with a proactive mindset for identifying improvements and challenging current ways of working to enhance the use of systems and platforms

Comfortable leading and supporting change management initiatives. Able to guide teams through transitions, communicate effectively, and embed new ways of working to ensure adoption and success

Confident working with data, supported by strong Excel capability

Detail‑oriented, with a strong sense of ownership and accountability

A natural communicator and collaborator, able to build trust across teams

Passionate about improving processes and delivering great outcomes

Experienced in financial planning or wealth management

About Us...

At Cooper Parry Wealth we’re a mould-breaking, bold decision-making, award-taking team. We’ve flipped the traditional wealth management model on its head. Quite simply, we realised it’s broken and ineffective.

That’s why we’ve made the bold decision to do things differently. We’ve combined a melting pot of backgrounds, skillsets and generations. We’re renowned for being an incredible place to work, learn, and grow; an environment where our people are happy, engaged, and playing to their strengths every day.

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.