Cooper Parry
Cooper Parry
Cooper Parry is a Nottingham-based branding and web design agency that helps clients address business challenges through creative, practical solutions. Its work spans brand development, digital design, marketing, and content creation, with projects shaped through close collaboration and clear communication. The company brings together a dedicated team focused on producing distinctive work that supports each client’s goals.

Financial Planning Operations Manager – Cooper Parry (Hybrid, UK)

Lead operational improvement across financial planning at Cooper Parry Wealth, with responsibility for systems, data, CRM ownership and process transformation. This hybrid, full-time role supports operational growth and change across the UK.

Description

  • Maintain effective systems, processes and operational support
  • Resolve operational issues and drive process improvements
  • Identify more efficient ways of working
  • Support transformation and change initiatives across the business
  • Manage the CRM and client portal, maintaining data quality, user adoption and ongoing improvement
  • Use reporting and KPI tracking to turn operational data into actionable insight
  • Promote innovation, automation and technology adoption
  • Create and refine processes, documentation and operational best practice
  • Partner closely with the Transformation Director
  • Support the daily operation of the business
  • Deliver strategic projects that improve efficiency, strengthen the client experience and prepare the business for future growth

Requirements

  • Experience in financial planning operations, paraplanning, administration or a comparable wealth management operations role
  • Knowledge of financial planning systems and technology
  • Experience leading or supporting change and helping teams adopt new processes, systems and working practices
  • Confidence using data and insights to inform decisions and improve performance
  • Strong Excel proficiency
  • A practical approach to solving problems
  • Demonstrated ownership, follow-through and accountability
  • Strong relationship-building and communication skills across all levels
  • Ability to collaborate, influence and work effectively across functions
  • Commitment to continuous improvement and meaningful results
  • Willingness to travel occasionally to support teams, projects and growth initiatives in different locations

Benefits

  • Flexible working across home, office and client locations
  • Support for career development and professional qualifications
  • Generous holiday allowance
  • Enhanced parental leave
  • Enhanced pension scheme
  • No formal dress code
  • Award-winning wellbeing support covering physical, mental, spiritual and financial health
  • Volunteering opportunities with local communities and charities
  • Cooper Parry social and sports clubs

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