At a Glance
- Tasks: Help clients with pensions, investments, and long-term financial planning without jargon.
- Company: Fox Lifestyle Financial Planning, a straight-talking firm in Preston.
- Benefits: Earn £40,000 - £50,000 plus uncapped bonuses and hybrid working.
- Other info: Join a growing firm where you can build something meaningful.
- Why this job: Enjoy genuine progression and the freedom to give proper advice.
- Qualifications: Qualified adviser with strong knowledge of financial planning.
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 & paraplanning support
- Clear framework to help you build and grow quickly
- Genuine progression, including a pathway into running part of the business
- Death in service
If you’re good at what you do, you’ll be well paid for it. Simple as that.
The role:
This is financial planning as it should be. You’ll work with clients on:
- Pensions
- Investments
- Protection
- Long-term planning
No jargon. No overcomplication. Just clear, useful advice. You’ll be fully supported behind the scenes, so your focus stays where it should be:
- Building relationships
- Giving great advice
- Growing your client bank
Who this suits:
You’re a qualified adviser who wants to do the job properly and be rewarded for it.
- Strong knowledge of pensions, investments & tax planning
- You communicate clearly and naturally
- Calm, professional, and client-first
You’ll also have the ambition to step up over time. This role is designed for someone who wants to grow into running a financial planning practice within the next few years. Because it’s what most advisers are actually looking for:
- Freedom to give proper advice
- Earnings that reflect your ability
- Clients who value what you do
- A growing firm where you can progress
You won’t be a number here. You’ll be part of building something.
About us:
We’re a Preston-based financial planning firm helping people make better decisions about their money - before and after retirement. We’re straight-talking, honest, and focused on getting it right. No jargon. No fluff. Just advice that works.
Important:
This role is only for qualified advisers with relevant experience. This won’t be the right fit if you don’t have:
- Experience giving regulated advice
Lifestyle Financial Planner - Preston employer: Fox Lifestyle Financial Planning
At Fox Lifestyle Financial Planning, we pride ourselves on being an exceptional employer by fostering a supportive and transparent work culture that prioritises genuine client relationships and meaningful financial advice. Our Preston-based team enjoys hybrid working arrangements, uncapped earnings potential, and clear pathways for career progression, ensuring that every qualified adviser can thrive and contribute to building a successful practice without the pressure of targets or scripts.
Contact Details:
Fox Lifestyle Financial Planning Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Lifestyle Financial Planner - Preston
✨Network Like a Pro
Get out there and connect with people in the financial planning world. Attend industry events, join local meetups, or even hit up LinkedIn. The more you engage, the more likely you are to hear about opportunities that aren’t even advertised!
✨Show Off Your Skills
When you get the chance to chat with potential employers, don’t hold back! Share your success stories and how you’ve helped clients make smart financial decisions. This is your time to shine and show them why you’re the right fit for their team.
✨Be Ready for the Interview
Prepare for interviews by researching the company and understanding their values. Think about how your experience aligns with their mission of providing clear, jargon-free advice. And remember, it’s not just about answering questions; it’s about having a conversation!
✨Apply Through Our Website
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, we love seeing candidates who take the initiative to connect directly with us.
We think you need these skills to ace Lifestyle Financial Planner - Preston
Some tips for your application 🫡
Be Yourself:When writing your application, let your personality shine through! We want to get to know the real you, so don’t be afraid to show your passion for financial planning and how you connect with clients.
Keep It Simple:Just like our approach to financial advice, keep your application straightforward. Avoid jargon and fluff; focus on clear, concise language that highlights your experience and skills relevant to the role.
Tailor Your Application:Make sure to customise your application for this specific role. Highlight your strong knowledge of pensions, investments, and tax planning, and explain how your experience aligns with our client-first philosophy.
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 knowledge of pensions, investments, and tax planning. The interviewers will want to see that you can communicate complex ideas clearly and without jargon, so practice explaining these concepts in simple terms.
✨Show Your Client-Focused Approach
Prepare examples of how you've built relationships with clients in the past. Highlight your calm and professional manner, and be ready to discuss how you prioritise client needs over sales targets. This role is all about giving great advice, so let that shine through.
✨Demonstrate Your Ambition
Fox Lifestyle Financial Planning is looking for someone who wants to grow into a leadership role. Be prepared to talk about your career aspirations and how you envision stepping up within the company. Show them you're not just looking for a job, but a place to build a future.
✨Ask Thoughtful Questions
At the end of the interview, don’t shy away from asking questions. Inquire about their approach to financial planning and how they support their advisers. This shows your genuine interest in the role and helps you assess if it’s the right fit for you.
