Client Services Team Leader

About the team

Cooper Parry Wealth isnt your typical financial services firm. Were bold innovative and committed to delivering an exceptional client experience. Our award-winning team is passionate about making a real difference for our clients and each other. Youll be joining a collaborative people-first environment where ideas are encouraged and growth is celebrated.

About the day to day

Youll lead and inspire our Client Services team ensuring smooth operations and compliance while driving continuous improvement. Your responsibilities will include:

• Leading and managing a team of Client Services professionals providing guidance support and regular feedback.
• Overseeing day-to-day operations ensuring accuracy efficiency and compliance with regulatory requirements.
• Acting as a role model for our culture and values fostering collaboration and engagement.
• Identifying training needs and delivering tailored development plans.
• Conducting regular 1:1s performance reviews and career progression conversations.
• Supporting process improvements and initiatives that enhance client experience and operational efficiency.
• Collaborating with senior leaders and other teams to ensure seamless service delivery.

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 Client Services Team Leader you should have:

• Proven experience in a line management role within Client Services or Financial Services.
• Strong understanding of operational processes and compliance requirements.
• Excellent communication and interpersonal skills with the ability to motivate and develop others.
• Highly organised proactive and able to manage multiple priorities.
• Tech-savvy with proficiency in Microsoft Office and collaboration tools.

Desirable:

• Experience in process improvement and change management.
• Knowledge of training delivery and talent development.

Weve been dubbed the rebels of accountancy. Were straight-talking. Never afraid to share our opinions. We put people and relationships before products and services and deliver a streamlined client-focused service free from unnecessary red tape.

Check out our recent achievements:

• Best CompaniesNo.1 Accountancy Firm & No.30 Best Large Companyto Work For in the UK
• BecameB CorpCertifiedin 2023 and were still the UKs largest accountancy B Corp measuring and improving our impact beyond business for a brighter tomorrow
• Achieved 5 awards at theInspiring Workplace Awardsin 2025: winner in the Large Business category and best in class for inspiring People & Culture Wellbeing Inclusion 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
• 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 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.

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.

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