At a Glance
- Tasks: Deliver holistic financial planning and build lasting client relationships.
- Company: Join Cottons Wealth, a unique venture blending finance and accountancy.
- Benefits: Access to 10,000+ clients, hybrid work, and career growth opportunities.
- Other info: Be part of a collaborative team and help build a business from the ground up.
- Why this job: Shape the future of financial planning and make a real impact.
- Qualifications: Level 4 qualified with 3+ years of client advisory experience.
The predicted salary is between 56700 - 69300 £ per year.
Cottons Wealth is being built differently. A joint venture between Longhurst (an established, award-winning financial planning firm) and one of Northamptonshire’s leading accountancy practices, we are creating something rare — a fully integrated, human-first wealth business with access to 10,000+ existing clients across four offices. No cold starts. No need to bring a client bank. No ceiling on what this can become.
The Opportunity
We are looking for a Next Generation Financial Planner to step into a lead adviser role and help shape the future of Cottons Wealth from day one. You will work closely with accountants, becoming the go-to financial planning expert across the group — building relationships, delivering advice, and turning opportunity into long-term client partnerships. This is a role for someone who wants:
- Real clients, not just promises
- A seat at the table, not a number in a team
- A business to help build, not just service
What You’ll Be Doing
- Delivering high-quality, holistic financial planning to clients (investments, pensions, tax, protection)
- Building trusted relationships across four accountancy offices
- Converting warm opportunities into lifelong clients
- Working collaboratively with accountants to identify planning opportunities
- Owning the client journey — from first conversation through to long-term advice
- Playing a key role in shaping the Cottons Wealth proposition
At its core, this role is about advice, relationships, and presence.
Who This Is For
- Level 4 qualified (DipPFS or equivalent) as a minimum
- With 3+ years’ experience advising clients
- Ambitious — working towards Chartered (Level 6+) or beyond
- Commercially aware, but client-first in your thinking
- Confident building relationships with professionals and clients alike
- Local (or willing to be local) to Northamptonshire
Most importantly, you care about doing this properly. Because great financial planning isn’t about products. It’s about people, clarity, and long-term thinking.
What Makes This Different
- Access to 10,000+ existing clients across the Cottons Group
- A steady flow of warm introductions from accountants
- A genuinely collaborative professional ecosystem
- The chance to help build a business from the ground up
- A clear pathway to becoming a senior, potentially equity-level adviser over time
The Environment
- Employed role with long-term stability
- Hybrid across Northamptonshire offices
- Surrounded by ambitious, forward-thinking professionals
- Backed by a business that believes in quiet confidence over noise
Why Join Now
Because this is the moment where careers change. You’re not joining a finished business. You’re helping build one. And in a few years’ time, you won’t just say you worked here… You’ll be able to say: “I was there at the start.”
Lead Financial Planner in England employer: Plannex International
Plannex International is an attractive employer due to its commitment to employee development and a supportive work culture. The company provides opportunities for professional growth and encourages staff to build strong relationships with clients. Employees benefit from mentorship and the chance to work with a diverse clientele.
StudySmarter Expert Advice🤫
We think this is how you could land Lead Financial Planner in England
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Plannex International. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Lead Financial Planner in England
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Plannex International.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Plannex International's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Plannex International
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Plannex International.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Plannex International will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Plannex International employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
