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Gen Financial Planner | Lead Advisor

Remote / Online - Candidates ideally in
London, Greater London, W1B, England, UK
Listing for: Plannex Property Management Ltd
Full Time, Remote/Work from Home position
Listed on 2026-10-02
Job specializations:
  • Finance & Banking
    Financial Advisor / Consultant, Wealth Management
Job Description & How to Apply Below

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.

The following opening is for a Next-Gen Financial Planner | Lead Advisor, Hybrid Role with Plannex Property Management Ltd.

We are seeking a motivated Next-Gen Financial Planner | Lead Advisor, Hybrid Role to join Plannex Property Management Ltd in England, United Kingdom.

Consider building your career as a Next-Gen Financial Planner | Lead Advisor, Hybrid Role at Plannex Property Management Ltd.

The Next-Gen Financial Planner | Lead Advisor, Hybrid Role position in the Finance, Sales field is open for applications.

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