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Key Responsibilities:

-Drive the business development strategy in the Midlands region.

-Identify new opportunities and expand the client portfolio.

-Develop and execute regional growth plans.

Relationship Management:

-Build and maintain strong relationships with high-net-worth individuals.

-Network with referral partners and professional networks.

-Work with Relationship Managers to deliver excellent client experience.

Market Engagement:

-Represent CP Wealth at regional events and networking sessions.

-Lead Midlands go-to-market activity with aligned marketing campaigns.

-Maintain an accurate pipeline and provide market intelligence.

Cooper Parry Wealth

Cooper Parry Wealth is a financial planning firm in the UK that has flipped the traditional model on its head to do things differently.

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