Salary guide
Financial Planning Associate
- Average salary
- £22,000 – £40,000
- Working hours
- 37.5 hours/week
FinanceAdvice
- Associates are vital for efficient financial planning
Other names this job is known by
- Paraplanner
- Planning Assistant
Key responsibilities
- Support financial planners with research and analysis
- Prepare client reports and documentation
- Assist with client meetings and follow-ups
Skills and qualifications required
- Degree in finance, business, or economics
- Experience in planning or advice roles
- Analytical and IT skills
- Communication and customer service
Promotional job opportunities from this role
- Financial Planner
- Senior Associate
- Wealth Manager
- Consultant
How to get the job
- Study finance, business, or economics
- Gain experience in planning or advice roles
- Progress to associate or planner positions
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