Head of Paraplanning

About The Role

Let’s be honest… wealth management can feel stuck in its ways. We’re here to change that. Paraplanning sits at the heart of our client proposition. It isn’t a support function. It’s a critical driver of client outcomes, adviser effectiveness and business growth. We’ve built a highly capable paraplanning team and are looking for a leader to build on that success and take the function to the next level.

What You’ll Be Doing

• Leading, inspiring and developing a high‑performing paraplanning team
• Creating an environment where people are empowered, accountable and continually developing their skills
• Building a scalable operating model that supports the next phase of growth for Cooper Parry Wealth
• Driving continuous improvement across both new business and existing client workflows
• Using technology, automation and data to remove friction and improve efficiency
• Improving turnaround times and service levels without compromising quality
• Championing technical excellence and ensuring consistently high standards across all outputs
• Working closely with Advisers, Client Services, Platform and Technology teams to deliver an exceptional client experience
• Coaching and developing future leaders within the paraplanning team
• Helping shape the future direction of advice delivery across the business

About You

You’re not just an experienced paraplanner – you’re wired to lead. You know how to build high-performing teams, bring people with you and raise standards. You’re commercially minded and understand that great paraplanning is about scaling a business, helping the team succeed and delivering brilliant outcomes for clients. You’ll be comfortable influencing senior stakeholders, driving change and making decisions in a fast-moving environment. Most importantly, you’ll be excited by the opportunity to take something good and make it even better.

What You’ll Bring

• Ideally Chartered Financial Planner status (or equivalent)
• Significant experience leading and developing paraplanning teams
• A proven track record of driving operational improvement, change and growth
• Strong commercial awareness and an understanding of what enables a business to scale
• Experience using technology and data to improve performance and efficiency
• Outstanding communication and stakeholder management skills
• The ambition and leadership capability to build on strong foundations and continue to create one of the leading paraplanning functions in the profession

About Us

Cooper Parry Wealth is one of the largest ‘proper’ financial planning firms in the UK, proud of what we have built so far and excited about future growth.

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

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.

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