Location
Northamptonshire
Company
Cottons Wealth
This is not a job. It’s a platform.
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 to 10,000+ 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 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 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
- Delivering high-quality, holistic financial planning to clients (investments, pensions, tax, protection)
- Building trusted relationships across four 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 the Cottons Wealth proposition
At its core, this role is about advice, relationships, and presence.
Who This Is For
You’re likely:
- Level 4 qualified (DipPFS or equivalent) as a minimum
- With 3+ years’ experience advising clients
- Ambitious — working towards Chartered (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
- Hit unrealistic sales targets
- Fit into someone else’s system
This one doesn’t.
Instead, you get:
- Access to 10,000+ existing clients across the Cottons Group
- A steady flow of warm introductions from accountants
- A genuinely collaborative professional ecosystem
- The chance to help build a business from the ground up
- A clear pathway to becoming a senior, 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 in quiet 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.”
Interested?
If you’re ready to step into something bigger than a typical adviser role, we’d love to hear from you.
Please contact Chris Broome on chris@longhurst.co.uk, sending your CV and any information you feel would help your application.
