2026 Financial Planner
Salary Guide

Complete guide to Financial Planner salaries, responsibilities, and career paths.

FP

Financial Planner

FinanceAdvice

Average Salary

£28,000 – £60,000

Working Hours

37.5 hours/week

Job Information

  • 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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