Lifestyle Financial Planner

Lifestyle Financial Planner - Preston (Hybrid role)

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.

• £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.

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

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.

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.

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