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About the Role

Cooper Parry Wealth is seeking a chartered or nearly qualified Level 6 Junior Relationship Manager to join their London office. This role focuses on supporting clients in achieving their life goals through personalized financial plans, moving away from traditional, transactional wealth management. The position offers hands-on experience and rapid career growth within the wealth management sector.

Responsibilities

• Support Relationship Managers and Directors in managing and growing client relationships.
• Complete T&C program to manage a client bank within 12 months.
• Deliver meaningful financial advice, focusing on client needs beyond paperwork.
• Understand clients as individuals, their motivations, concerns, and definition of success.
• Build internal business relationships to identify opportunities and add value.
• Develop personal network and client confidence.
• Learn to cultivate long-term, trusted client relationships from conversations.

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 in high-net-worth holistic financial planning.
• Keen to progress career working with new and existing clients.
• Passion for understanding client values, goals, and concerns.
• Team player mentality.

Skills

• Relationship building
• Communication
• Holistic financial planning
• Client relationship management

Location

• London
• Tunbridge Wells

Work Type

• Flexible approach to work
• Working from home
• In office
• With clients

Experience Level

• Junior
• Nearly qualified

Education Level

• Level 6 diploma in financial planning
• Chartered Financial Planner

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
• Volunteering opportunities
• Social/sports clubs

About the Company

• Cooper Parry Wealth is one of the largest financial planning firms in the UK.
• Focuses on people first, plain speaking, and making a difference.
• Part of the Cooper Parry Group, offering accountancy and digital services.
• Recognized as a New Model Advisor Top 100 firm.
• B Corp Certified in 2023.
• Ranked No.30 Best Large Company to Work For in the UK.
• Received 5 awards at the Inspiring Workplace Awards in 2025, including best in class for 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.