Junior Financial Planner

🔥 0 minutes ago

Apply Now
Find Similar Remote Jobs

📊 Check your resume score for this job

Improve your chances of getting an interview by checking your resume score before you apply.

Logo of Cooper Parry

Cooper Parry

201 - 500 employees

Founded 1850

🤝 B2B

🛍️ eCommerce

📱 Media

💰 Private Equity Round on 2022-07

B2B • eCommerce • Media

Cooper Parry is a branding and web design agency located in Nottingham. They specialize in solving problems through unique and creative solutions in branding, design, digital marketing, and content creation. Renowned for their passionate and dedicated team, Cooper Parry works collaboratively with clients to deliver outstanding results while maintaining clear communication throughout the project process.

📋 Description

• Initially supporting Relationship Managers & Directors in managing and growing client relationships • Complete our T&C program so you can have your own client bank in 12 months • Help deliver genuinely meaningful advice, not just paperwork and process • Get to know clients as people: what drives them, what worries them, what success looks like • Build relationships across the wider business to spot opportunities and add value • Start developing your own network and confidence with clients • Learn how to turn great conversations into long-term, trusted relationships

🎯 Requirements

• Strong at relationship building • Communicate with confidence • Hungry to learn • Not afraid to ask questions • Energy, drive and a willingness to step outside your comfort zone • Care about doing the right thing – even when it’s not the easiest option • Chartered Financial Planners or Certified Financial Planning professionals with experience in high-net-worth holistic financial planning or close to achieving these qualifications • Keen to progress their career, working with new and existing clients

🏖️ Benefits

• 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

Apply Now

Similar Jobs

🕒 October 22, 2025

Quilter

1001 - 5000

💸 Finance

💳 Fintech

🤝 B2B

Join Quilter Academy’s training programme to achieve qualification as a Financial Adviser and build a fulfilling career. Engage with clients and manage financial responsibilities in a supportive environment.

🕒 October 22, 2025

Quilter

1001 - 5000

💸 Finance

💳 Fintech

🤝 B2B

Join Quilter Academy's Trainee Financial Adviser programme in Wales, assisting individuals with meaningful financial advice. Grow your career with structured training and support for becoming self-employed.

🕒 October 22, 2025

Quilter

1001 - 5000

💸 Finance

💳 Fintech

🤝 B2B

Become a Qualified Financial Adviser through Quilter Academy. Join a training programme to achieve your Level 4 Diploma in Regulated Financial Planning while working remotely in the UK.

🕒 October 22, 2025

Quilter

1001 - 5000

💸 Finance

💳 Fintech

🤝 B2B

Join Quilter Academy to transition into a financial adviser role. Participate in a structured training programme and achieve qualifications with needed support.

🕒 October 22, 2025

Quilter

1001 - 5000

💸 Finance

💳 Fintech

🤝 B2B

Join Quilter Academy as a Trainee Financial Adviser. Supported career transition programme leading to qualification in financial advice.