Salary guide
Financial Planner
- Average salary
- £28,000 – £60,000
- Working hours
- 37.5 hours/week
FinanceAdvice
- Financial planning is key to long-term wealth
Other names this job is known by
- Financial Advisor
- Wealth Planner
Key responsibilities
- Advise clients on financial planning and investments
- Develop and monitor financial plans
- Assess client needs and goals
- Recommend suitable products
Skills and qualifications required
- Degree in finance, business, or economics
- Professional qualifications (DipFA, CII, or CISI)
- FCA authorisation
- Communication and analytical skills
Promotional job opportunities from this role
- Senior Planner
- Wealth Manager
- Branch Manager
- Business Owner
How to get the job
- Study finance, business, or economics
- Obtain professional qualifications
- Gain experience in planning or advice roles
- Progress to senior or management positions
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