Paraplanner
Cooper Parry
Paraplanner
Cooper Parry
Corporate finance advisor for M&A deals
At Cooper Parry Wealth we want to be the best. We’re a mould-breaking, bold decision-making, award-taking team. And we want you to join us.
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. To be the best at what we do. And this is your chance to be a part of it by joining one of the most successful financial planning firms in the UK.
As a Paraplanner, you’ll be a key player in servicing our existing clients. You’ll be behind the scenes making sure everything flows seamlessly. As part of a high performing team of Paraplanners you'll be working alongside our Relationship Managers, producing high quality annual preparation and accurate and compliant reports.
Other day-to-day responsibilities include…
At Cooper Parry, we’re in it together. All we ask of our people is that they play all in. You’ll continuously strive to keep learning – whether you’re a trainee or a Partner – and you’ll be brave, stepping out of your comfort zone to tackle new challenges. Above all, be nice. A simple notion, but an irreplaceable part of what makes CP, CP.
In addition to those core values, as a Paraplanner you should;
Cooper Parry Wealth are one of the largest ‘proper’ financial planning firms in the UK, and we’re proud of what we have built so far. And we have big ambitions in the future!
We don’t do cookie-cutter advice. We don’t hide behind jargon. We put people first, speak plainly, and focus on what makes a difference.
We’re part of the Cooper Parry Group which also offers accountancy and digital services. This provides the perfect environment to support us and differentiate the services we can offer to clients.
Check out our recent achievements:
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:
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.
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Corporate finance advisor for M&A deals
Cooper Parry is a senior corporate finance adviser with a focus on Health & Social Care, Business Services and Technology in the Midlands. The firm helps business owners, management teams, and private equity firms with selling a company, management buy-outs, or private equity investments. It combines in-house transactional tax expertise with a broad international network (Global M&A Partners) and offices in over 30 countries to bring long-standing relationships and deal-making capacity to client conversations. What sets Cooper Parry apart is its large, award-winning team culture, sector specialization, and global reach, which together aim to maximize deal value and speed for clients. The firm’s goal is to connect clients with the right buyers or investors, leverage its networks, and close transactions that meet clients’ strategic and financial objectives.
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