Wealth Management jobs in United Kingdom

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Are you an experienced Business Development Guru looking for your next challenge and an opportunity to drive growth to make an impact?

Our CP Wealth team is growing fast, and we're expanding our Midlands client portfolio. We're on the hunt for an ambitious Business Development Director to help drive that growth.

This senior‑level role blends strategic market thinking with hands‑on business development, shaping regional go‑to‑market activity and building strong networks to accelerate growth across the Midlands. You'll report to our Director of Growth and be based in the Midlands, with occasional national travel.

At Cooper Parry Wealth, we're a mould‑breaking, bold decision‑making, award‑taking team. 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.

That's why we've made the bold decision to do things differently. Our CP Wealth team is on a rocket ship with rapid growth accelerating our reach from North to South. This is your chance to be a part of it by joining one of the most successful financial planning firms in the UK. If you're bold, curious, and ready to build a career with endless opportunities, now's your moment.

As a Business Development Director, you'll lead the charge in the Midlands, driving the BD strategy, identifying opportunities and making the region your own. Day to day, you can expect to:

• Lead Midlands go‑to‑market activity, working with central marketing to deliver aligned campaigns, events, and regional visibility
• Represent CP Wealth at regional client events, networking sessions, and market‑facing activities, ensuring strong follow‑up
• Maintain an accurate pipeline, providing regular insight, updates, and market intelligence
• Build strong relationships with high‑net‑worth individuals, referral partners, and professional networks
• Develop and execute regional growth plans, track performance, and adjust strategies to keep us ahead
• Work with Relationship Managers, marketing, and leadership to deliver a seamless client experience
• Ensure all BD activities meet regulatory standards and company policies

This isn't a cushy role. You'll be managing high‑pressure targets and carrying the responsibility of growing a significant region. If that excites you, get in touch!

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.

As a Business Development Director, you should be:

• Motivated. Organised.
• Charismatic with an engaging manner and the ability to create rapport with and influence key decision makers
• Commercial awareness and an understanding how to adapt and tailor your style to different people and audiences
• Effective with your communication skills both verbal and written (with a focus on competitive positioning)
• Experienced in business development with a background in Wealth Management/Financial Planning
• Proven ability to work under pressure and smash targets
• Regional or location management experience

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.

Check out our recent 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 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

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
• 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

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.

For the attention of agencies - unsolicited CVs will not be honoured. We will only accept CV submissions for roles briefed to you by our Talent Acquisition team.