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For Companies At a Glance
- 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.
- Why this job: Make a real impact by simplifying finance for everyday people.
- Qualifications: Must hold a Level 4 Diploma and have experience in regulated financial advice.
- Other info: Be part of a growing team where your contributions truly matter.
The predicted salary is between 36000 - 60000 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. Please do not apply if you do not meet both criteria. If this aligns with your approach and experience, please submit your CV to support@foxlifefp.com for our consideration.
Lifestyle Financial Planner in Preston 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 in Preston
✨Tip Number 1
Network like a pro! Get out there and connect with people in the financial planning industry. Attend events, join online forums, and don’t be shy about reaching out to potential colleagues or mentors. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Showcase your expertise! When you get the chance to chat with potential employers, make sure to highlight your knowledge of financial planning principles and investment strategies. Share real-life examples of how you've helped clients achieve their goals – it’ll set you apart from the crowd.
✨Tip Number 3
Prepare for interviews by practising common questions and scenarios you might face as a Lifestyle Financial Planner. Think about how you can communicate complex ideas in simple terms, just like you would with clients. Remember, they want someone who can explain things clearly and build trust!
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are genuinely interested in joining our team at Fox Lifestyle Financial Planning. So, go ahead and submit that CV!
We think you need these skills to ace Lifestyle Financial Planner in Preston
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience that match what we're looking for in a Lifestyle Financial Planner. Highlight your qualifications, especially your Level 4 Diploma, and any relevant experience in financial planning.
Keep It Simple: Just like we do with our clients, keep your application straightforward and clear. Avoid jargon and make sure your points are easy to understand. We want to see your personality shine through!
Show Your Passion: Let us know why you're excited about this role and how you can contribute to our mission of providing honest, straightforward advice. Share examples of how you've built long-term relationships in the past.
Apply Through Our Website: We encourage you to submit your application via our website. This helps us keep everything organised and ensures your application gets the attention it deserves. We can't wait to hear from you!
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 conversational skills. Think about how you can connect with clients on a personal level. Prepare some examples of how you've built trust in past roles, as this will resonate well with the interviewers.
✨Keep It Simple
Remember, the company values clarity over complexity. When discussing your approach to financial planning, use plain English and avoid jargon. This will demonstrate that you understand their philosophy and can communicate effectively with clients.
✨Be Honest and Humble
If you don’t know something, don’t be afraid to admit it. Practice saying, 'I don’t know, but I’ll find out.' This shows integrity and a willingness to learn, which are key traits for a Lifestyle Financial Planner in a client-focused environment.
