Gen Financial Planner | Lead Advisor
Newcastle upon Tyne, Newcastle, Tyne and Wear, SY7, England, UK
Listed on 2026-10-16
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Finance & Banking
Financial Advisor / Consultant, Wealth Management
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.
This opportunity is for the Next-Gen Financial Planner | Lead Advisor, Hybrid Role role at Plannex Property Management Ltd.
For the Next-Gen Financial Planner | Lead Advisor, Hybrid Role position at Plannex Property Management Ltd, we are reviewing applications now.
Step into the Next-Gen Financial Planner | Lead Advisor, Hybrid Role role at Plannex Property Management Ltd in England, United Kingdom and grow with us.
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