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Relationship Manager

Cooper Parry London


Job description

At Cooper Parry Wealth we want to be the best. We’re a mould-breaking, bold decision-making, award-taking team. And we want you to join us.

The wealth management industry loves talking about the latest products that will make people ‘rich’. But we’ve flipped the traditional model on its head. Quite simply, we realised it’s broken and ineffective.

That’s why we made the bold decision to do things differently. To be the best at what we do. And this is your chance to be a part of it by joining one of the most successful financial planning firms in the UK as a Relationship Manager in the South East, with the role being split between our Cooper Parry London office, and our joint venture, Creaseys Wealth in Tunbridge Wells.

About the role...

As one of our Relationship Managers your focus isn’t about trying to get the highest return or to make the most money. It’s about understanding what’s truly important to a client and creating a financial plan to help them get it.

Helping clients and their families achieve peace of mind by giving clear and straightforward advice. This means they can live life by their own design – with a better sense of financial freedom.

What you’ll need…

As the ideal Relationship Manager candidate, you’ll need to demonstrate the following:

  • Ideally, level 6 Chartered, or CFP qualification
  • The ability to ‘woo’ clients and build rapport with clients
  • Professionally and technically sound, but you’ll also be someone we’d want to go for a drink with!
  • A track record of working with high-net-worth clients, and an ability to win new work
  • Passion for working with people, helping them to understand how to achieve what they want in the future
  • A great communicator who’s used to working in a team environment

What's in it for you...

You’ll get to see first-hand, the impact that our advice can have, and it's extremely rewarding.

We're building a truly modern workplace culture... we’ve always believed in trusting our people to make the right decisions for themselves. From how you dress (our only rule is ‘wear something’) to when you work (we have no ‘core hours’) and how often you holiday (we have open holiday).

We now give our people the opportunity to work flexibly, giving our people the trust and accountability to deliver to the required standards of their role. Play to your strengths, we say. Create a role you’re truly passionate about. Then, work flexibly to design a life that’s right for you.

Our reward package reflects the fact our people are at the heart of our culture. Why? Pretty simple really… if our people love working here then then they do amazing work.

If you are interested or require more information, click apply and a member of the Recruitment Team will be in touch.

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