Cottons Wealth is seeking a Next Generation Financial Planner to step into a lead adviser role and shape the future 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 role focuses on holistic financial planning, developing warm client opportunities, and growing a collaborative ecosystem within Cottons Wealth.
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Next-Gen Financial Planner | Lead Advisor, Hybrid Role 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
