Relationship Director
Relationship Director
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Salary Not Disclosed
1 Vacancy
Job Description
About the role...
To say that we do thing differently is an understatement! Cooper Parry Wealth challenge the traditional methods and always have the best interest of the client at heart.
The wealth management industry loves talking about the latest products that will make people rich. But weve flipped the traditional model on its head. Quite simply we realised its broken and ineffective.
We work with our clients to really understand what they want to achieve; we help them focus on the bigger picture and focus on making life count.
In order to do this we are looking for a new Relationship Director to join our new Birmingham office and build our reputation in the West Midlands as the goto advisor.
In the day to day we are looking for someone to:
- Focus on building relationships within the accountancy practice to generate new Wealth management opportunities
- Initially build a client bank to a point before then building out a team in the region
- Bringing clients with you is not a necessity but would be a bonus
Youll enjoy seeing people realise their ambitions over time by following your guidance. Our clients love our people. Their openness their integrity their friendship. Were straighttalking. Were multi awardwinning. And while were one of the fastest growing firms in the UK were making sure clients dont lose the personal feel.
About you...
At Cooper Parry were in it together. All we ask of our people is that they play all in. Youll continuously strive to keep learning whether youre a trainee or a Partner and youll be brave stepping out of your comfort zone to tackle new challenges. Above all be nice. A simple notion but an irreplaceable part of what makes CP CP.
In addition to those core values as a Relationship Director we are looking for:
- Chartered or Certified professionals with experience in highnetworth financial planning
- Proven experience in generating new business and opportunities (no expectation to bring clients with you)
- A relationship builder whether thats internally with CP People or externally with connections and clients
- Ability to woo clients build rapport and develop into long lasting and trusting relationships
- Have a passion for getting to know what clients really value want to achieve and what keeps them up at night
- A team player who wants to be part of something big for the future
About us...
Weve been dubbed the rebels of accountancy. Were straighttalking. Never afraid to share our opinions. We put people and relationships before products and services and deliver a streamlined clientfocused service free from unnecessary red tape.
Checkout our achievements:
- Best Companies No.1 Accountancy Firm & No.30 Best Large Company to Work For in the UK
- Became B Corp Certified in 2023 and were still the UKs largest accountancy B Corp measuring and improving our impact beyond business for a brighter tomorrow
- Achieved 6 awards at the Inspiring Workplace Awards in 2024 against all businesses of all sizes in the UK and Ireland. We were recognised as Bestinclass for Inspiring Culture and Purpose Wellbeing Employee Voice and Employee Experience
Whats in it for you
Our people are the beating heart of our culture. We know that if you love working here and youre given the trust and autonomy to work in a way that best suits you youll produce amazing results.
Thats why we offer things like:
- A flexible approach to work balancing working from home in office or with clients
- A generous holiday entitlement
- An enhanced parental leave policy
- No dress code just wear something!
- A multiawardwinning 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 well 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.
A note for recruitment agencies unsolicited CVs will not be honoured. We will only accept CV submissions for roles briefed to you by our Talent Acquisition team.
#LIMH1
Required Experience:
Director
Employment Type
Full-Time
