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Financial Planner Salary
in United Kingdom

£46,706 (GBP)

Average Salary

£22/hr

Average Hourly

£8,118

Average Bonus

Last updated: January 29, 2020

The average pay for a Financial Planner is £46,706 a year and £22 an hour in the United Kingdom. The average salary range for a Financial Planner is between £26,371 and £59,394. On average, a Bachelor's Degree is the highest level of education for a Financial Planner. This compensation analysis is based on salary survey data collected directly from employers and anonymous employees in the United Kingdom.

ERI’s compensation data are based on salary surveys conducted and researched by ERI. Cost of labor data in the Assessor Series are based on actual housing sales data from commercially available sources, plus rental rates, gasoline prices, consumables, medical care premium costs, property taxes, effective income tax rates, etc.

Data powered by ERI's Salary Assessor

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Job Summary

Description:
  • Prepares and implements financial plans for individuals, businesses, and organizations, utilizing knowledge of tax and investment strategies, securities, insurance, pension plans, and real estate.
  • Asks client for information to determine client's assets, liabilities, cash flow, insurance coverage, tax status, and financial objectives.
  • Assesses client's financial status, prepares financial plan based on analysis of data, and discusses financial options with client.
  • Prepares and submits documents to implement plan selected by client.
  • Maintains contact with client to revise plan based on modified needs of client or changes in investment market.
  • May refer client to other establishments to obtain services outlined in financial plan.
  • May sell insurance to client, recommending amount and type of coverage sales agent, insurance.
  • May buy and sell stocks and bonds for client registered representative.
  • May rent, buy, and sell property for client sales agent, real estate.
  • May be registered with professional self-regulatory association and be designated certified financial planner.

Salary Potential

Estimated salary in 2025:
£54,145
5 Year Change:
16 %
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Education

Skills

About United Kingdom

United Kingdom Cost of Living Score:

Description: The United Kingdom of Great Britain and Northern Ireland, commonly known as the United Kingdom (abbreviated to UK or U.K.) or Britain, is a sovereign country located off the north­western coast of the European mainland. The United Kingdom includes the island of Great Britain, the north­eastern part of the island of Ireland, and many smaller islands. Northern Ireland shares a land border with the Republic of Ireland. Otherwise, the United Kingdom is surrounded by the Atlantic Ocean, with the North Sea to the east, the English Channel to the south and the Celtic Sea to the southwest, giving it the 12th-longest coastline...

Financial Planner Job Listings for United Kingdom

Financial Planner
Jan 23
London, UK
Candidate Source
As a Financial Planner, your responsibilities will include: Contacting prospective and existing clients to set up meetings, either within an office environment, in clients' homes or business premises
Financial Planning and Analysis Manager
Jan 13
Enfield, UK
METASWITCH LIMITED
Financial Planning and Analysis (FP&A) Team The FP&A team consists of three people and are responsible for planning and budgeting as well as providing insightful analysis to the business. The team ...
FP&A Manager
Jan 18
Sheffield, UK
Elevation Recruitment
Elevation Senior Finance are delighted to be partnering exclusively with a leading PE backed business based in the South Yorkshire area as they seek to appoint a new FP&A Manager. This is a key hire ...
Supply Chain FP&A Manager
Jan 13
Hillingdon, UK
Randstad Inhouse Services
Working closely with the site finance teams and the Supply Chain Exec, this role will run the annual planning framework. You will work closely with Supply Planning, Commercial and Group to create an ...
FP&A Analyst
Jan 13
Manchester, UK
BTG Recruitment
BTG are currently working with a large retail business based to the South of Manchester who are looking to hire into their FP&A Team. This is a brilliant opportunity for a someone making a second ...

Salary Recap

The average pay for a Financial Planner is £46,706 a year and £22 an hour in the United Kingdom. The average salary range for a Financial Planner is between £26,371 and £59,394. On average, a Bachelor's Degree is the highest level of education for a Financial Planner. This compensation analysis is based on salary survey data collected directly from employers and anonymous employees in the United Kingdom.

ERI’s compensation data are based on salary surveys conducted and researched by ERI. Cost of labor data in the Assessor Series are based on actual housing sales data from commercially available sources, plus rental rates, gasoline prices, consumables, medical care premium costs, property taxes, effective income tax rates, etc.

Data powered by ERI's Salary Assessor

Take the guess work out of setting pay

Determine competitive salary levels, compare employee compensation with market benchmarks, and get instant access to reliable salary survey data online.
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Financial Planner
Jan 23
London, UK
Candidate Source
As a Financial Planner, your responsibilities will include: Contacting prospective and existing clients to set up meetings, either within an office environment, in clients' homes or business premises
Financial Planning and Analysis Manager
Jan 13
Enfield, UK
METASWITCH LIMITED
Financial Planning and Analysis (FP&A) Team The FP&A team consists of three people and are responsible for planning and budgeting as well as providing insightful analysis to the business. The team ...
Explore our most popular jobs
View our most popular salary searches and other resources