About the team…

Cooper Parry Wealth isn’t your typical financial services firm. We’re bold, innovative, and committed to delivering an exceptional client experience. Our award-winning team is passionate about making a real difference for our clients and each other. You’ll be joining a collaborative, people-first environment where ideas are encouraged, and growth is celebrated.

About the day to day…

You’ll lead and inspire our Client Services team, ensuring smooth operations and compliance while driving continuous improvement. Your responsibilities will include:

• Leading and managing a team of Client Services professionals, providing guidance, support, and regular feedback.
• Overseeing day-to-day operations, ensuring accuracy, efficiency, and compliance with regulatory requirements.
• Acting as a role model for our culture and values, fostering collaboration and engagement.
• Identifying training needs and delivering tailored development plans.
• Conducting regular 1:1s, performance reviews, and career progression conversations.
• Supporting process improvements and initiatives that enhance client experience and operational efficiency.
• Collaborating with senior leaders and other teams to ensure seamless service delivery.

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 Client Services Team Leader you should have:

• Proven experience in a line management role within Client Services or Financial Services.
• Strong understanding of operational processes and compliance requirements.
• Excellent communication and interpersonal skills, with the ability to motivate and develop others.
• Highly organised, proactive, and able to manage multiple priorities.
• Tech-savvy with proficiency in Microsoft Office and collaboration tools.

Desirable:

• Experience in process improvement and change management.
• Knowledge of training delivery and talent development.

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

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
• 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.

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