Wealth Business Development Director

Cooper Parry; Greater London; Hybrid; GBP 90,000 - 150,000; Full time

Benefits offered by this job

Flexible work arrangement

Career growth support

Generous holiday entitlement

Enhanced pension scheme

Wellbeing programmes

Volunteering opportunities

Social/sports clubs

Job summary

Cooper Parry Wealth in London is seeking an ambitious Business Development Director to take ownership across the South and help shape the next chapter of our growth. You’ll combine strategic thinking with hands‑on BD, building networks and turning ambition into results.

You’ll be at the heart of our wealth growth strategy, working with Partners, Relationship Managers and marketing to raise our profile and secure new clients.

Qualifications

• Track record in wealth management or financial planning with growth targets.
• Ability to build and maintain credible relationships with senior stakeholders.
• Strong commercial instinct and market insight.
• Excellent communication and influential presenting skills.

Responsibilities

• Lead the wealth business development strategy across London & the South.
• Build regional growth plans using data and market insights.
• Develop relationships with Partners, introducers and high-net-worth clients.
• Represent Cooper Parry Wealth and unlock opportunities through events and partnerships.
• Collaborate with senior stakeholders to convert opportunities into long-term clients.

Skills

Wealth management experience

Business development

Relationship management

Strategic thinking

Communication skills

Job description

About The Role

This isn't a role for someone who wants to maintain the status quo. We're looking for a London based Business Development Director to support our Wealth business and to take ownership across the South and help shape the next chapter of our success. You'll combine strategic thinking with hands‑on business development, creating opportunities, building influential networks and turning ambition into results. You'll be at the centre of our wealth growth strategy, working alongside Partners, Relationship Managers and marketing teams to raise our profile, strengthen our referral network and bring new clients into the business. This is a role with real influence, real accountability and real opportunity. What you can expect:

• 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. Making the region your own!
• 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, embedding CPW within regional growth plans.
• 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.

About You

You're someone who can walk into a room, start a conversation and leave with a new opportunity. You know that successful business development is about more than hitting targets. It's about building trust, understanding people and spotting potential before anyone else does. You're commercially minded, naturally curious and energised by growth. You don't sit back and wait for opportunities to come to you. You create them. And when you commit to something, you see it through.

You'll Bring

• 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.

Benefits

• A flexible approach to work - balancing working from home, in office or with clients
• Support with career growth
• A generous holiday entitlement
• An enhanced parental leave policy
• An enhanced pension scheme
• 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

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. If you have any questions about our commitment to Diversity & Inclusion or about accessibility/accommodations during your application process, please let us know.