2026 Financial Planning Associate
Salary Guide

Complete guide to Financial Planning Associate salaries, responsibilities, and career paths.

FP

Financial Planning Associate

FinanceAdvice

Average Salary

£22,000 – £40,000

Working Hours

37.5 hours/week

Job Information

  • 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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