Financial Planning Ops & Systems Leader

Company: Cooper Parry
Apply for the Financial Planning Ops & Systems Leader
Location: East Midlands
Job Description:

Cooper Parry Wealth is seeking a Financial Planning Systems & Operations Manager to sit at the centre of operations, technology, data and transformation. You’ll own CRM, drive data quality, and support business-wide transformation to improve efficiency and client experience.

Ideal candidates will have experience in financial planning operations or related roles, strong Excel and data insight capabilities, and a collaborative, cross-functional mindset.

#J-18808-Ljbffr…

Posted: October 10th, 2026