At a Glance
- Tasks: Lead business development for Wealth across London, creating opportunities and building influential networks.
- Company: Join Cooper Parry Wealth, a top financial planning firm with big ambitions.
- Benefits: Flexible work, generous holiday, enhanced parental leave, and a focus on wellbeing.
- Other info: Dynamic environment with a commitment to diversity and inclusion.
- Why this job: Make a real impact in a fast-growing company that values innovation and collaboration.
- Qualifications: Proven track record in business development and strong relationship-building skills.
The predicted salary is between 80000 - 100000 £ per year.
About the role... This isn't a role for someone who wants to maintain the status quo. We're looking for a London based Business Development Director to support our Wealth business and to take ownership across the South and help shape the next chapter of our success. You'll combine strategic thinking with hands-on business development, creating opportunities, building influential networks and turning ambition into results. You'll be at the centre of our wealth growth strategy, working alongside Partners, Relationship Managers and marketing teams to raise our profile, strengthen our referral network and bring new clients into the business. This is a role with real influence, real accountability and real opportunity.
What you can expect:
- Lead the financial planning business development strategy across London & the South, working with central marketing, Relationship Managers and Partners to deliver aligned campaigns, events and regional growth initiatives.
- Build and execute regional growth plans, using data and market insights to identify opportunities, deliver measurable results and support ambitious commercial targets.
- Develop strong relationships with Partners, professional introducers, centres of influence, high-net-worth individuals and referral partners.
- Become a key voice for Wealth across the wider Cooper Parry business, helping to unlock opportunities and strengthen collaboration, embedding CPW within regional growth plans.
- Represent Cooper Parry Wealth in the market, growing your financial planning network and creating opportunities through events, introductions and strategic partnerships.
- Work closely with senior stakeholders to convert opportunities into long-term client relationships.
- Use market insight, commercial awareness and data-driven thinking to help shape regional strategy and performance.
This role comes with high expectations. You'll be trusted to drive growth in a key region and deliver against ambitious targets. But if you're motivated by building something meaningful, creating opportunities and making a visible impact, you'll find plenty to get excited about here.
About you... You're someone who can walk into a room, start a conversation and leave with a new opportunity. You know that successful business development is about more than hitting targets. It's about building trust, understanding people and spotting potential before anyone else does. You're commercially minded, naturally curious and energised by growth. You don't sit back and wait for opportunities to come to you. You create them. And when you commit to something, you see it through.
You'll bring:
- A strong track record in business development within the Wealth Management / Financial Planning industry, with a history of delivering and exceeding growth targets.
- The ability to build credible, lasting relationships with senior stakeholders, Partners and decision-makers.
- Commercial instinct and the confidence to identify opportunities, challenge thinking and influence outcomes.
- Excellent communication skills and the ability to engage, persuade and inspire a range of audiences.
- Experience developing and executing successful regional growth strategies.
- A self-starting mindset, strong organisation skills and the ability to thrive in a fast-moving environment.
Most importantly, you'll be excited by the chance to join a business that's growing fast, challenging convention and creating opportunities for people who want to make their mark. At Cooper Parry, we don't expect perfection. We look for people who are brave enough to challenge themselves, curious enough to keep learning and collaborative enough to bring others with them.
About us... Cooper Parry Wealth are one of the largest ‘proper’ financial planning firms in the UK, and we’re proud of what we have built so far. And we have big ambitions in the future! We don’t do cookie-cutter advice. We don’t hide behind jargon. We put people first, speak plainly, and focus on what makes a difference. We’re part of the Cooper Parry Group which also offers accountancy and digital services. This provides the perfect environment to support us and differentiate the services we can offer to clients.
What's in it for you? Our people are the beating heart of our culture. We know that if you love working here, and you’re given the trust and autonomy to work in a way that best suits you, you’ll produce amazing results. That’s why we offer things like:
- A flexible approach to work - balancing working from home, in office or with clients.
- Support with career growth.
- 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, we’ll work with you to ensure you have everything you need to develop your skills and achieve your best.
Wealth Business Development Director employer: Cooper Parry
Cooper Parry is an exceptional employer that fosters a collaborative culture, making it an ideal place for a Senior NetSuite Functional Consultant to thrive. With generous holiday allowances and a commitment to professional development, employees are encouraged to grow their skills while enjoying the flexibility of a largely remote role. The opportunity to build strong client relationships and engage in meaningful projects further enhances the rewarding experience of working with us.
StudySmarter Expert Advice🤫
We think this is how you could land Wealth Business Development Director
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Cooper Parry. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Wealth Business Development Director
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Cooper Parry.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Cooper Parry's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Cooper Parry
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Cooper Parry.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Cooper Parry will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Cooper Parry employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
