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- Tasks: Help clients make smart financial decisions and build long-term relationships.
- Company: Join a modern, client-focused advisory firm dedicated to honest financial planning.
- Benefits: Competitive salary, uncapped bonuses, and ongoing support for your success.
- Other info: Be part of a growing team where your contributions truly matter.
- Why this job: Make a real impact by providing clear, straightforward financial advice without the jargon.
- Qualifications: Must hold a Level 4 Diploma and have experience in regulated financial advice.
The predicted salary is between 36000 - 36000 ÂŁ per year.
We are seeking an experienced, client-focused Lifestyle Financial Planner to join a growing, high-quality advisory business. This role is suited to a motivated professional who wants the freedom to build long-term client relationships while being genuinely rewarded for performance.
Company Overview: Fox Lifestyle Financial Planning Ltd is a modern, forward-thinking advice firm dedicated to managing our clients' money before and after retirement. We prioritise building solid relationships based on trust to help our clients realise their dreams as they grow. Our team is committed to professional excellence and personal career development. Only qualified Financial Advisers will be considered for this role.
What’s on offer:
- Competitive base salary: ÂŁ36,000 per annum
- Uncapped bonus scheme with no earnings ceiling
- Realistic first-year earnings in excess of ÂŁ100,000 for the right individual
- Ongoing support and a framework designed to help you succeed
Location: Preston (hybrid)
Fox Lifestyle Financial Planning is growing, and we’re looking for a Financial Planner who believes in doing the job properly. No crippling sales targets. No product pushing. No corporate jargon. Just honest advice that genuinely helps people get their money working for their life.
What the role looks like:
- You’ll be helping normal people make smart financial decisions around pensions, investments, financial protection and long-term planning.
- Our clients want clarity, not complexity. Your work will be all about keeping things simple, accurate and genuinely useful.
- You’ll have full admin, technical and senior adviser chaperone support, leaving you to focus on clients, conversations, and long-term relationships.
Day-to-day, you will:
- Give clear, straightforward financial planning advice to existing and new clients
- Build long-term relationships based on trust, not pressure
- Prepare and present recommendations in plain English
- Spot opportunities to add value as clients’ lives and goals change
What we’re looking for:
- Hold a Level 4 Diploma accredited by the Personal Finance Society (PFS), meeting FCA requirements for the role.
- Strong knowledge of financial planning principles and investment strategies.
- Experience giving regulated financial advice
- Detailed knowledge of pensions, investments and tax planning
- Someone who communicates like a human, not a textbook
- The confidence to say “I don’t know, but I’ll find out” when needed
What you get:
- Competitive base salary: ÂŁ36,000 per annum
- Uncapped bonus scheme with no earnings ceiling
- Realistic first-year earnings in excess of ÂŁ100,000 for the right individual
- Ongoing support and a framework designed to help you succeed
- Full admin support
- The chance to be part of a small, growing firm where your work actually matters.
Who we are: Fox Lifestyle Financial Planning gives clear, independent advice without the jargon and being stifled. We help people understand their money and make decisions with confidence. Clients stay with us because we’re honest, straight-talking and genuinely care about getting things right. Substantial experience in a regulated financial services environment is required. Please do not apply if you do not meet both criteria.
Lifestyle Financial Planner employer: Fox Lifestyle Financial Planning
Contact Detail:
Fox Lifestyle Financial Planning Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Lifestyle Financial Planner
✨Tip Number 1
Network like a pro! Get out there and connect with people in the financial planning world. Attend industry events, join relevant online forums, and don’t be shy about reaching out to potential colleagues or mentors. You never know who might have a lead on your dream job!
✨Tip Number 2
Show off your personality! When you get the chance to meet potential employers, let your genuine self shine through. They’re looking for someone who can build long-term relationships with clients, so being relatable and approachable is key.
✨Tip Number 3
Prepare for those interviews by knowing your stuff! Brush up on financial planning principles and be ready to discuss how you can help clients make smart decisions. Remember, they want someone who communicates clearly and simply, so practice explaining complex ideas in plain English.
✨Tip Number 4
Don’t forget to apply through our website! We’re all about finding the right fit for our team at Fox Lifestyle Financial Planning. By applying directly, you’ll show us you’re serious about joining our mission to provide honest, straightforward advice.
We think you need these skills to ace Lifestyle Financial Planner
Some tips for your application 🫡
Be Yourself: When writing your application, let your personality shine through! We want to see the real you, so don’t be afraid to show your passion for helping clients and your approach to financial planning.
Keep It Simple: Just like we do with our clients, keep your application straightforward. Avoid jargon and complex language; instead, focus on clear, concise communication that reflects your understanding of financial principles.
Highlight Your Experience: Make sure to showcase your relevant experience in financial planning. Talk about your qualifications, especially your Level 4 Diploma, and any specific achievements that demonstrate your ability to build long-term client relationships.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for this exciting opportunity at Fox Lifestyle Financial Planning!
How to prepare for a job interview at Fox Lifestyle Financial Planning
✨Know Your Stuff
Make sure you brush up on your financial planning principles and investment strategies. Be ready to discuss your Level 4 Diploma and how it applies to real-world scenarios. This shows you’re not just book-smart but can also translate that knowledge into practical advice.
✨Build Rapport
Since the role is all about building long-term relationships, practice your communication skills. Think of ways to connect with the interviewer on a personal level. Share stories or experiences that highlight your ability to foster trust and clarity with clients.
✨Keep It Simple
Prepare to explain complex financial concepts in plain English. The interviewers will appreciate your ability to simplify jargon-heavy topics. Consider using examples from your past experience where you successfully made financial advice accessible to clients.
✨Be Honest and Humble
Don’t be afraid to admit when you don’t know something. Instead, express your willingness to find out the answer. This demonstrates integrity and a commitment to providing accurate advice, which aligns perfectly with the company’s values.