Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Provide clear financial planning advice and build long-term client relationships.
- Company: Dedicated financial advisory firm in Preston with a supportive team.
- Benefits: Competitive salary of £36,000 plus uncapped bonuses and hybrid work.
- Other info: No sales pressure in a dynamic and rewarding environment.
- Why this job: Earn over £100,000 in your first year while genuinely helping clients.
- Qualifications: Must have a Level 4 Diploma and experience in financial planning.
The predicted salary is between 36000 - 36000 £ per year.
A dedicated financial advisory firm in Preston is seeking an experienced Lifestyle Financial Planner to join their team. The ideal candidate will provide clear financial planning advice, establish long-term client relationships, and has a Level 4 Diploma.
The role offers a competitive salary of £36,000 plus an uncapped bonus scheme, with realistic first-year earnings in excess of £100,000. This is a hybrid role that emphasizes genuine client help without sales pressure.
Lifestyle Financial Planner - Hybrid Role, High Earnings 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 - Hybrid Role, High Earnings in Preston
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial sector and let them know you're on the lookout for a Lifestyle Financial Planner role. You never know who might have the inside scoop on openings or can put in a good word for you.
✨Tip Number 2
Prepare for those interviews! Research the company and its values, especially their approach to client relationships. Be ready to share how your Level 4 Diploma and experience align with their mission of providing genuine client help.
✨Tip Number 3
Showcase your skills! During interviews, highlight your ability to build long-term client relationships and provide clear financial advice. Use real-life examples to demonstrate how you've successfully helped clients in the past.
✨Tip Number 4
Don't forget to apply through our website! We make it easy for you to find and apply for roles that match your skills. Plus, it shows you're serious about joining our team and helps us keep track of your application.
We think you need these skills to ace Lifestyle Financial Planner - Hybrid Role, High Earnings in Preston
Some tips for your application 🫡
Show Your Experience: Make sure to highlight your relevant experience in financial planning. We want to see how you've helped clients in the past and how you can bring that expertise to our team.
Tailor Your Application: Don’t just send a generic application! Take the time to tailor your CV and cover letter to reflect the specific skills and qualifications mentioned in the job description. It shows us you’re genuinely interested.
Be Clear and Concise: When writing your application, keep it clear and to the point. We appreciate straightforward communication, so make sure your key points stand out without unnecessary fluff.
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 don’t miss any important details about the role!
How to prepare for a job interview at Fox Lifestyle Financial Planning
✨Know Your Financial Stuff
Make sure you brush up on your financial planning knowledge, especially around lifestyle financial planning. 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 provide practical advice.
✨Build Rapport with the Interviewer
Since this role is all about establishing long-term client relationships, demonstrate your interpersonal skills during the interview. Ask open-ended questions and engage in a friendly conversation to show that you genuinely care about helping clients.
✨Showcase Your Client-Centric Approach
Prepare examples of how you've helped clients in the past without the pressure of sales. Highlight your ability to listen to their needs and tailor your advice accordingly. This aligns perfectly with the firm's emphasis on genuine client help.
✨Be Ready for Scenario Questions
Expect scenario-based questions that test your problem-solving skills. Think about potential client situations you might face and how you would handle them. This will demonstrate your critical thinking and adaptability in a hybrid role.