Setting the
bar high
At Cooper Associates Group, we are committed to developing our people and helping them achieve their goals and aspirations. Those who strive to succeed will thrive in our meritocratic environment.
Why work for Cooper Associates Group?
We pride ourselves on developing, supporting and mentoring every member of our staff, unlocking their ability to perform at the highest levels.
Our fast-paced, dynamic environment is driven by those who work within it, and we are always interested in individuals who align with our culture.
Explore our careers page to find out why joining Cooper Associates Group may be the best next move for you.
What do we offer?
In return for your hard work, commitment and determination to succeed, we offer a generous employment package designed to support your progression and success.
Here are just some of the distinctive benefits that we offer to our employed staff:
30-day holiday allowance
(Plus bank holidays and your birthday)
Generous pension allowance
Bonuses & Incentives
BUPA Employee Assistance Programme
Use of company gym
Generous sick pay
Fully funded qualifications
Tailored study allowance
Referral commission
(When introducing family and friends)
Current
Vacancies
Finance Director
Group
Taunton
Division: Group
Location: Taunton
Location: Taunton
About the role:
As part of our continued growth, Cooper Associates Group is seeking to appoint a commercially minded and strategically focused Finance Director to join our Senior Leadership Team.
This is an executive-level appointment, responsible for overseeing the shaping and delivery of the Group’s financial strategy, supporting board-level decision-making, and ensuring robust financial governance across the entire Group.
The successful candidate will play a central role in driving sustainable growth, enhancing performance, and strengthening financial controls within a dynamic and fast-growing organisation
Duties include, but not limited to:
Amongst other things, you will:
- Lead the development and execution of the Group’s financial strategy in line with business objectives.
- Act as key advisor to the CEO and Board on financial planning, performance and risk.
- Support with acquisitions and high-level commercial decisions.
- Maintain robust financial controls, policies, and procedures.
- Oversee budgeting, forecasting, and cash flow management.
- Ensure compliance with all regulatory, tax and reporting requirements.
- Lead audit processes, identifying and mitigating operational risks.
- Lead, develop and mentor a growing finance team, building a high-performance culture with strong collaboration and accountability.
Please see the full job description for a complete and inclusive list of responsibilities.
What are we looking for:
A successful candidate will:
- Be a fully qualified accountant (ACA, ACCA, CIMA or equivalent)
- Have experience in a similar role, ideally within a growth-focused environment.
- Have a proven track record of developing governance and auditing frameworks.
- Be an engaging and collaborative leader.
- Show a proactive, solution-focused approach with high professional standards.
We look forward to receiving your application.
Financial Consultants
Wealth Management
Taunton, Bristol & Cheltenham
Division: Wealth Management
Location: Taunton, Bristol & Cheltenham
Location: Taunton, Bristol & Cheltenham
About the role:
As Cooper Associates Wealth Management continues to grow, we are looking for ambitious and motivated Financial Consultants to join our team.
You will be provided with a client bank, giving you the opportunity to focus on what you do best delivering expert, ongoing financial advice and building strong, long-term relationships. Alongside this, you will have the opportunity to bring new clients on board.
This is a fantastic chance to become part of an award-winning practice and one of the largest practices within St. James’s Place, where you will be supported by an experienced team and a strong reputation in the market.
We are looking for individuals who are passionate about helping clients achieve their financial goals and who are eager to build a successful long-term career in financial advice.
What are we looking for:
To be considered for this role, you should:
· Hold the full Diploma in Financial Planning (DipPFS or equivalent)
· Have a driving licence, as the role requires travelling to meet clients
· Be confident building relationships and delivering high-quality financial advice
If you are driven, client-focused, and ready to take the next step in your career within a thriving and supportive environment, we would love to hear from you.
We look forward to receiving your application.
Client Relationship Managers
Wealth Management
Taunton, Bristol & Cheltenham
Division: Wealth Management
Location: Taunton, Bristol & Cheltenham
Location: Taunton, Bristol & Cheltenham
About the role:
As Cooper Associates Wealth Management continues its exciting growth journey, we’re always eager to connect with talented individuals who share our passion for delivering exceptional client service. We anticipate future opportunities within our dynamic and professional Client Relationship Team and welcome expressions of interest from those keen to grow their career with us.
Our Client Relationship team sits at the heart of our operations, ensuring smooth day-to-day client interactions, supporting our advisers, and upholding the high standards our clients value and trust.
If you’re looking to take the next step in your career and would like to be part of a growing and forward-thinking firm, we’d love to hear from you. Register your interest today, and we’ll be in touch as suitable opportunities arise.
We look forward to receiving your application.
Client Relationship Managers
Mortgages
Taunton
Division: Mortgages
Location: Taunton
Location: Taunton
About the role:
Are you an experienced administrative professional with a passion for delivering exceptional client service, both in person and over the phone? If so, we’d love to hear from you.
As part of our ongoing growth journey, Cooper Associates Mortgages is always looking to connect with talented individuals who share our commitment to outstanding client care. We’re building for the future, and we anticipate opportunities arising within our dynamic and professional Client Relationship Team.
Joining this team in the future would mean playing a key role within the heart of our mortgage division, ensuring seamless client interactions, supporting our advisers, and upholding the high standards that define our service.
If you’re excited about the prospect of growing your career with a forward-thinking and expanding firm, we encourage you to register your interest. We’ll be in touch as suitable opportunities become available.
We look forward to receiving your application.
LEAP Trainee Mortgage Advisers
Mortgages
Taunton, Bristol & Cheltenham
Division: Mortgages
Location: Taunton, Bristol & Cheltenham
Location: Taunton, Bristol & Cheltenham
About the role:
Fun. Rewarding. Hard work. Supportive. Does that sound like your current role?
We are looking for determined, motivated individuals who are looking to switch careers and join our Taunton, Bristol or Cheltenham offices in Autumn 2026.
Our Leap Accelerator program offers a limited number of outstanding individuals the opportunity to become a successful mortgage adviser within the business. There is no limit to the opportunities and rewards available from a career in Mortgages and Wealth Management with us.
My favourite thing about working for Cooper Associates is that everyone shares the same ambition and drive for success, which creates a dynamic, challenging, but supportive environment.
Rory Hinton-Lockie
SEO & Content Manager
Joining Cooper Associates has been one of the best decisions I’ve made. It’s a business that truly champions ambition, invests in personal development, and empowers you to build a rewarding career on your own terms which complements your lifestyle, not competes with it. The support, culture, and opportunity here are second to none.
Ellis Watkins
Financial Consultant, Cooper Associates Wealth Management
Working at Cooper Associates is incredibly fulfilling. It’s a supportive and social place to work, where teamwork is at the heart of everything we do. There are always opportunities to learn and grow, and being part of such a passionate, driven team makes coming to work something I genuinely enjoy every day.
Terri Hodge
Mortgage & Protection Adviser
Discover
Switch Career
Our LEAP Accelerator programme offers a limited number of outstanding individuals, with no previous experience of providing financial advice, the opportunity to become a successful adviser within Cooper Associates.
Make the LEAPCooper Associates are always happy to receive speculative job enquiries.
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