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At Cooper Parry Wealth we’re a mould-breaking, bold decision-making, award-taking team. And we are looking for a passionate and proactive placement year student to join us, someone who loves working collaboratively, with communication at the heart of what they do.
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. And this is your chance to be a part of it by joining one of the most successful financial planning firms in the UK.
The start date for this role will be mid July-early August, with interviews taking place towards the end of June. This role will be based in our East Midlands office.
About you…
Here at Cooper Parry, we’re in it together. All we ask of our people is that they play all in, continuously strive to keep learning – whether they are a trainee or a Partner – and be brave, willing to step out of their comfort zone and tackle new challenges. And above all of that, be nice!
You will need to be committed and have amazing project management skills to balance studies and the day job. You need to be curious about companies and see our work as part of their success.
If you are an undergraduate our minimum requirement would be currently undertaking a degree and having gained a minimum of 3 A Levels or equivalent with grades BBC (with a minimum of one A Level in numerical or business-related subjects)
This is a placement year, so you must be able to complete this as part of your university degree.
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.
So, we look for people who...
- Have great attention to detail, with a passion for numbers and a knack for following processes
- Possess great communication skills, can build rapport and are comfortable approaching clients
- Can adapt to changing priorities and work in different teams
- Able to multitask - processing data, chasing information and prioritising your own workload
- Are excited about Wealth and driven to succeed in the role
About the day to day…
- Providing support to the team in the delivery, coordination, and administration of ongoing projects.
- Accurately inputting and updating information in our back-office systems
- Verifying and reviewing data for accuracy and completeness.
- Assisting in organising client records and documentation.
- Maintaining accurate records, databases, and tracking systems.
- Supporting the team with administrative tasks as needed.
- Liaising with internal teams and stakeholders as required.
- Contributing to identifying process improvements and efficiency opportunities.
- Successfully managing a varied workload
- Ensuring an overall brilliant client experience
Click here to learn more about the Wealth Team
About us...
We’re no ordinary firm of accountants and business advisers. And this means we don’t give ordinary advice.
We’re straight-talking, we put people and relationships before products and services, and deliver a streamlined, client-focused service free from unnecessary red tape.
This is what’s made us the fastest growing firm of accountants in the UK... and our vision is to continue.
Over the last couple years alone, we have achieved some fantastic feats:
Ranked No.1 in the Accountancy Age Mid-Tier Power Index in 2022
- Were Best Companies No.1 Accountancy Firm & No.30 Best Large Company to work for in the UK in 2023
- Became B Corp certified in 2023! Measuring and improving our impact beyond business for a brighter tomorrow
What's in it for you...
We put our people at the heart of our culture. If our people love working here then they do amazing work, that’s why we offer things like:
A flexible approach to work - balancing working from home, in office or with clients
- A generous holiday entitlement
- No dress code – just “wear something!”
- An amazing 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
We know everyone performs their best when they feel welcomed and supported to bring their whole selves to work. As an equal opportunities’ employer, we will work with you to ensure you have all you need to 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.
Interested?
If you’d like to be considered for this role, please click apply, upload your CV and follow next steps, you can find out more about our process, please check out our “What to expect section!”
