At a Glance
- Tasks: Help real people make smart financial decisions without the pressure of targets.
- Company: Fox Lifestyle Financial Planning, focused on genuine client support.
- Benefits: Base salary of £40,000 - £50,000 plus uncapped bonuses and hybrid working.
- Other info: Realistic first-year earnings of £150,000+ with full admin support.
- Why this job: Enjoy a fulfilling role with no sales pressure and a focus on proper planning.
- Qualifications: Experience in financial planning and a passion for helping others.
The predicted salary is between 40000 - 50000 € per year.
Earn well. Do proper financial planning. Enjoy the job again. Let’s keep this simple. Most advice roles come with targets, product pressure, and a script. This one doesn’t. At Fox Lifestyle Financial Planning, we focus on doing the job properly - helping real people make smart decisions about their money, without jargon or nonsense.
What’s on offer:
- £40,000 - £50,000 base salary (depending on experience)
- Uncapped bonus - no ceiling
- Realistic first-year earnings £150,000+
- Hybrid working (Preston-based)
- Full admin support
Lifestyle Financial Planner - Preston (Hybrid) employer: Fox Lifestyle Financial Planning
At Fox Lifestyle Financial Planning, we pride ourselves on fostering a supportive and empowering work culture that prioritises genuine client relationships over sales targets. Our Preston-based team enjoys the flexibility of hybrid working, competitive salaries, and uncapped bonuses, alongside ample opportunities for professional growth in a role that values integrity and meaningful financial advice.
Contact Detail:
Fox Lifestyle Financial Planning Recruiting Team
StudySmarter Expert Advice🤫
We think this is how you could land Lifestyle Financial Planner - Preston (Hybrid)
✨Tip Number 1
Network like a pro! Get out there and connect with people in the financial planning world. Attend local events, join online forums, or even hit up LinkedIn to find folks who can give you the inside scoop on opportunities.
✨Tip Number 2
Practice your pitch! You want to make a great impression when you meet potential employers. Keep it simple and focus on how you can help them achieve their goals without the usual jargon.
✨Tip Number 3
Be proactive! Don’t just wait for job postings to pop up. Reach out directly to companies you admire, like Fox Lifestyle Financial Planning, and express your interest. You never know what might come from a simple conversation.
✨Tip Number 4
Use our website to apply! We’ve made it super easy for you to submit your application. Plus, it shows you’re serious about joining our team and ready to embrace the lifestyle financial planning approach we value.
We think you need these skills to ace Lifestyle Financial Planner - Preston (Hybrid)
Some tips for your application 🫡
Be Yourself:When you're writing your application, let your personality shine through! We want to get to know the real you, so don’t be afraid to show us what makes you tick and why you’re passionate about financial planning.
Keep It Simple:Just like our approach to financial planning, keep your application straightforward. Avoid jargon and fluff; instead, focus on clear, concise language that highlights your skills and experience relevant to the role.
Tailor Your Application:Make sure to customise your application for this specific role. Highlight your experience in lifestyle financial planning and how it aligns with our values of helping real people without the pressure of targets or scripts.
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 the role. Plus, it’s super easy!
How to prepare for a job interview at Fox Lifestyle Financial Planning
✨Know Your Stuff
Make sure you brush up on financial planning concepts and the specific services offered by Fox Lifestyle Financial Planning. Being able to discuss how you can help clients make smart decisions without jargon will show that you align with their values.
✨Show Your Personality
Since this role focuses on helping real people, let your personality shine through in the interview. Share relatable stories or experiences that demonstrate your ability to connect with clients and provide genuine advice.
✨Ask Thoughtful Questions
Prepare some insightful questions about the company culture and their approach to financial planning. This shows that you're genuinely interested in the role and want to ensure it's a good fit for both you and them.
✨Be Ready to Discuss Your Experience
Think about your past experiences in financial planning and be ready to discuss how they relate to the role. Highlight any successes you've had in helping clients achieve their financial goals, as this will resonate well with the interviewers.
