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About the Role
This role is for a Junior/Trainee Relationship Manager to join Cooper Parry Wealth, focusing on people-first financial planning. You will learn fast, get involved, and build the foundations of a career in wealth management, supporting existing Relationship Managers and Directors, and eventually managing your own client bank.
Responsibilities
- Support Relationship Managers & Directors in managing and growing client relationships
- Complete T&C program to manage own client bank within 12 months
- Help deliver meaningful advice, focusing on client needs beyond paperwork
- Understand clients as individuals, their motivations, concerns, and definition of success
- Build relationships across the business to identify opportunities and add value
- Develop personal network and client confidence
- Learn to convert conversations into long-term, trusted relationships
Requirements
- Strong relationship-building skills
- Confident communication abilities
- Hunger to learn and willingness to ask questions
- Energy, drive, and willingness to step outside comfort zone
- Commitment to doing the right thing
- Experience as a Paraplanner or a Relationship Manager/Financial Planner seeking a new opportunity
- Chartered Financial Planner or Certified Financial Planning professional (or close to achieving)
- Passion for understanding client values and goals
- Team player mentality
Skills
- Relationship building
- Communication
- Holistic financial planning
- Client relationship management
Location
- London
- Tunbridge Wells
Work Type
- Flexible approach to work (home, office, client site)
- Full-time
Experience Level
- Junior
- Trainee
Education Level
- Chartered Financial Planner
- Certified Financial Planning professional
Benefits
- Flexible approach to work
- Support with career growth and qualifications
- Generous holiday entitlement
- Enhanced parental leave policy
- Enhanced pension scheme
- No dress code
- Multi-award-winning wellbeing offering (physical, mental, spiritual, financial health)
- Volunteering opportunities
- Social/sports clubs
About the Company
- Cooper Parry Wealth is one of the largest financial planning firms in the UK, focusing on people-first advice without jargon.
- Part of the Cooper Parry Group, offering accountancy and digital services.
- Recognized as a New Model Advisors Top 100 firm.
- B Corp Certified in 2023.
- Ranked No.30 Best Large Company to Work For in the UK.
- Awarded 5 accolades at the Inspiring Workplace Awards 2025, including Large Business category winner.
Equal Opportunity
- 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.
- Contact us with questions about Diversity & Inclusion or accessibility/accommodations during the application process.