Senior Financial Planner

Logan UK; Manchester; Hybrid; GBP 60,000 - 90,000; Full time

Benefits offered by this job

Flexible work

Enhanced parental leave

No dress code

Wellbeing program

Volunteering

Social clubs

Job summary

Cooper Parry Wealth in Manchester is seeking a Senior Financial Planner to join our new Manchester office and help shape the North West’s premier wealth advisory team. You will focus on building relationships within the accountancy practice to generate new opportunities and, over time, develop a client bank and a regional team.

We value integrity, client-centric guidance and a collaborative, ambitious culture.

Qualifications

• Chartered or Certified professional in high-net-worth financial planning.
• Proven ability to generate new business.
• Strong relationship-building skills with clients.

Responsibilities

• Focus on building relationships within the accountancy practice to generate new wealth management opportunities.
• Initially build a client bank to a point, before then building out a team in the region.
• Bringing clients with you is not a necessity but would be a bonus.

Skills

Chartered

Certified

Business development

Relationship building

High net worth

Client advisory

Job description

To say that we do thing differently is an understatement! Cooper Parry Wealth challenge the traditional methods and always have the best interest of the client at heart.

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.

We work with our clients to really understand what they want to achieve; we help them focus on the bigger picture and focus on ‘making life count’.

In order to do this, we are looking for a Senior Financial Planner to join our new Manchester office and build our reputation in the North West as the ‘go-to’ advisor.

In the day to day, we are looking for someone to:

• Focus on building relationships within the accountancy practice, to generate new Wealth management opportunities
• Initially, build a client bank to a point, before then building out a team in the region
• Bringing clients with you is not a necessity but would be a bonus

You’ll enjoy seeing people realise their ambitions over time, by following your guidance. Our clients love our people. Their openness, their integrity, their friendship. We’re straight-talking. We’re multi award-winning. And while we’re one of the fastest growing firms in the UK, we’re making sure clients don’t lose the personal feel.

About you

At Cooper Parry, we’re in it together. All we ask of our people is that they play all in. You’ll continuously strive to keep learning – whether you’re a trainee or a Partner – and you’ll be brave, stepping out of your comfort zone to tackle new challenges. Above all, be nice. A simple notion, but an irreplaceable part of what makes CP, CP.

In addition to those core values, as a Senior Financial Planner we are looking for:

• Chartered or Certified professionals with experience in high-net-worth financial planning
• Proven experience in generating new business and opportunities (no expectation to bring clients with you)
• A relationship builder, whether that’s internally with CP People, or externally with connections and clients
• Ability to ‘woo’ clients, build rapport and develop into long lasting and trusting relationships
• Have a passion for getting to know what clients really value, want to achieve and what keeps them up at night
• A team player, who wants to be part of something big for the future

About us

We’ve been dubbed ‘the rebels of accountancy’. We’re straight-talking. Never afraid to share our opinions. We put people and relationships before products and services, and deliver a streamlined, client-focused service – free from unnecessary red tape.

Checkout our achievements:

• Best Companies’ No.1 Accountancy Firm & No.30 Best Large Company to Work For in the UK
• Became B Corp Certified in 2023 and we’re still the UK’s largest accountancy B Corp, measuring and improving our impact beyond business for a brighter tomorrow
• Achieved 6 awards at the Inspiring Workplace Awards in 2024, against all businesses of all sizes in the UK and Ireland. We were recognised as “Best-in-class” for Inspiring Culture and Purpose, Wellbeing, Employee Voice and Employee Experience

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
• An enhanced parental leave policy
• 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.

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