What do you do?
I help build relationships with businesses through our audit and tax services. Working alongside our Partners and Business Development colleagues, I talk with and visit potential new clients. Our aim is always to truly understand the business and personalities we’re talking with and their aims, challenges and what’s most important to them in an advisor. Once we understand who we’re talking with, we know where we can add value to their business and can create a proposal reflecting this.
I’m a point of contact through a sales process and help with the organising and moving the process forward. Me doing this role allows our Partners to get on with what they do best – looking after clients.
Why do you do it?
I had a close friend who kept telling me about this amazing new job she had. It was at CP. The more I heard about it, the more I liked what I heard and wanted to be part of it. I started working as a PA in the Audit team for a few years. After some time on Maternity leave, I was given the opportunity to join the Business Development team. I’d been in sales roles before and so when one of the team told me there was a role, I had to go for it.
I’ll always be grateful to my friend for helping me become part of CP! Working here has changed my outlook. I no longer get the ‘Monday morning blues’ and going to work is something I look forward to. The freedom and trust you’re given at CP to get on with things how you see fit, to try new ways and not fear failure and to work for a business where you feel you can make a real difference is truly empowering.
What kind of projects have you been involved in?
I am gaining experience, having discussions now with business owners, managing directors and finance directors who can go on to become Cooper Parry clients. Every service line we have is solely geared to driving value to these clients. I’m very lucky to be one of the first people to meet these prospective clients and hear about their successes, failures and journey as a whole. Our knowledge just gets stronger and stronger and the advice we’re giving and opportunities we’re spotting are getting better and better. I love hearing from new clients about how much they enjoy working with us.
What’s on top of your bucket list?
I have a long list and it’s hard to pick just one thing, but for me the ultimate and the most important thing to me is my little boy Teddy. Having fun, lots of adventures and making him happy.
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