Wealth Business Development Director at Cooper Parry | London | Rezi

Wealth Business Development Director at Cooper Parry

Wealth Business Development Director

Cooper Parry · London

1 weeks ago

Wealth Business Development Director

Cooper Parry · London

14 days ago
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About the Role

We are seeking a London-based Business Development Director to support our Wealth business, take ownership across the South, and shape the next chapter of our success. This role combines strategic thinking with hands-on business development to create opportunities, build influential networks, and turn ambition into results. You will be central to our wealth growth strategy, collaborating with Partners, Relationship Managers, and marketing teams to enhance our profile, strengthen our referral network, and attract new clients.

Responsibilities

  • 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.
  • 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.

Requirements

  • 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.

Skills

  • Business development
  • Strategic thinking
  • Networking
  • Financial planning
  • Relationship building
  • Commercial awareness
  • Data analysis
  • Communication
  • Persuasion
  • Leadership

Location

  • London

Work Type

  • Flexible approach to work - balancing working from home, in office or with clients

Experience Level

  • Director level

Benefits

  • A flexible approach to work
  • Support with career growth
  • A generous holiday entitlement
  • An enhanced parental leave policy
  • An enhanced pension scheme
  • No dress code
  • A multi-award-winning wellbeing offering
  • Volunteering opportunities
  • Cooper Parry social/sports clubs

About the Company

  • Cooper Parry Wealth are one of the largest ‘proper’ financial planning firms in the UK.
  • 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.
  • New Model Advisors Top 100 firm in the UK
  • Became B Corp Certified in 2023
  • No.30 Best Large Company to Work For in the UK & achieved 5 awards at the Inspiring Workplace Awards in 2025: winner in the Large Business category and best in class for inspiring People & Culture, Wellbeing, Inclusion and Employee Experience

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.
  • Get in touch if you have any questions about our commitment to Diversity & Inclusion or about accessibility/accommodations during your application process.