How your CV stacks up
Upload your CV to see how well it fits this job role
?%
About The Role...
Let’s be honest… wealth management can feel stuck in its ways. We’re here to change that.
At Cooper Parry Wealth, we don’t follow the industry playbook. We rewrite it. We’re bold, we move fast, and we care deeply about getting it right for our clients.
Now we’re looking for a Paraplanning Team Leader to help drive our paraplanning function forward.
This isn’t just about supervising a team. It’s about leading from the front, supporting and developing people, and making sure the team delivers consistently brilliant work. You’ll bring structure, energy and direction, creating an environment where performance thrives and processes keep improving.
What You’ll Be Doing
Leading, supervising and developing a team of Paraplanners to deliver high-quality work Assigning work, setting priorities and managing workloads to ensure SLAs are met Monitoring performance, providing coaching, feedback and ongoing development support Creating a culture where accountability, growth and collaboration are the norm Identifying inefficiencies and driving process improvements to increase productivity Ensuring all paraplanning outputs meet compliance standards and quality expectations Managing team resources effectively, including capacity and workflow planning Handling team challenges, resolving issues and maintaining a positive working environment Working closely with Relationship Managers and other stakeholders to ensure seamless delivery Supporting recruitment, onboarding and development of new team members Keeping up to date with industry trends, regulation and best practice Leading and delivering projects across the paraplanning function
Reasons to use Rodeo
Start with a chat, not a search bar
Grad scheme, placement, apprenticeship? Not sure what you want yet — that's fine. Your agent talks it through with you and turns "I have no idea" into a shortlist.
It searches the market for you
Every day your agent scans the market matching roles against what actually matters to you, not just keywords on a CV.
Only hits
No noise. No "maybe this fits." Just roles with a clear explanation of why they're right — and where to focus when applying.
About You...
You’re not just experienced, you’re a natural people leader.
You know paraplanning inside out, but you also know how to support, motivate and develop a team to perform at its best. You’re organised, proactive and confident in managing priorities, while always keeping quality front of mind.
You’re someone who spots opportunities to improve, takes ownership, and brings others with you.
What You’ll Bring
Strong experience in paraplanning within a financial planning environment Experience managing or mentoring others, with a genuine passion for developing people A good understanding of financial planning products, processes and regulation Excellent organisational skills with the ability to manage workloads and deadlines Strong communication skills and stakeholder management capability A proactive mindset focused on continuous improvement The confidence to address challenges, provide feedback and drive performance
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
Get help with your application
Your very own career expert that helps elevate your application to the next level.
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.
“It took my CV and asked me questions relevant to understanding what kind of jobs to suggest for me. Suggestions were almost perfect. Jobs were exactly what I’ve been looking for.”
Jessica, London
Skills
Location