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 to10,000+ 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 aNext Generation Financial Plannerto step into alead adviser roleand help shape the future of Cottons Wealth from day one.
You will work closely with accountants, becoming thego-to financial planning expertacross 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
- Deliveringhigh-quality, holistic financial planningto clients (investments, pensions, tax, protection)
- Building trusted relationships acrossfour 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 theCottons Wealth proposition
At its core, this role is aboutadvice, relationships, and presence.
Who This Is For
- Level 4 qualified (DipPFS or equivalent) as a minimum
- With3+ years’ experience advising clients
- Ambitious — working towardsChartered (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
Most roles ask you to:
- Bring your own clients
- Fit into someone else’s system
This one doesn’t.
- Access to 10,000+ existing clientsacross the Cottons Group
- A steady flow ofwarm introductions from accountants
- A genuinelycollaborative professional ecosystem
- The chance to help build a business from the ground up
- A clear pathway to becoming asenior, 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 inquiet 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.”
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Lead Financial Planner employer: Plannex Property Management Ltd
Broadoak Financial Planning is an exceptional employer located in South Manchester, offering a dynamic work culture that prioritises professional development and employee well-being. With a commitment to providing outstanding financial advice, employees benefit from a supportive team environment, hybrid working options, and opportunities for growth within the wealth management sector. Join us to make a meaningful impact while enjoying a competitive salary and a fulfilling career path.
Contact Details:
Plannex Property Management Ltd Recruitment Team
