Lead Financial Planner: Build Client-First Wealth Practice

Lead Financial Planner: Build Client-First Wealth Practice

Full-Time On-site
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Cottons Wealth, a joint venture between Longhurst and one of Northamptonshire’s leading accountancy practices, is building a fully integrated, human-first wealth business with access to 10,000+ existing clients across four offices. 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

Lead Financial Planner: Build Client-First Wealth Practice 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.

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Contact Details:

Plannex International Recruitment Team