£19,950
Avg. Salary
Avg. Hourly Rate
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The average pay for a Financial Planning Assistant is {{pay}} per hour.

The average pay for a Financial Planning Assistant is £19,950 per year.

£0.00
10%
£0.00
50%
£0.00
90%
MEDIAN £0.00
£13k
10%
£20k
50%
£32k
90%
MEDIAN £19,950
£13,087 - £32,491
£13K
£20K
£32K
MEDIAN: £19,950
10%
50%
90%
£0£32K
Salary £13,087 - £32,491
Bonus £1,300
Total Pay (?
XTotal Pay combines base annual salary or hourly wage, bonuses, profit sharing, tips, commissions, overtime pay and other forms of cash earnings, as applicable for this job. It does not include equity (stock) compensation, cash value of retirement benefits, or the value of other non-cash benefits (e.g. healthcare).
)
£13,132 - £32,438
  • Country: United Kingdom
  • Currency: GBP
  • Updated: 13 Feb 2019
  • Individuals Reporting: 16

Job Description for Financial Planning Assistant

A financial planner assistant assists a financial planner with various duties such as administrative responsibilities and customers service. The assistant will be expected to get documents ready and organized before meetings with clients. Record keeping is another important aspect of the job. The financial planner may be required to distribute updates and other communication to clients via a combination of postal mail, email, and telephone. Internal memos may also be sent by the financial planner assistant. The assistant may be in charge of scheduling meetings and reminding the financial planner of upcoming events. The financial assistant may also be in charge of carrying out basic office duties such as answering the phone, greeting guests, and maintaining office supply levels. When customers have questions about any processes or bills, the assistant answers these questions or refers the customer to the correct party. The financial planner will also process documents relating to investing and insurance. Depending on experience, certification, and position, the financial planner assistant may also have more complex duties such as preparing documents for underwriting, analyzing financial data, helping with estate planning, planning cash flow, and allocating assets. Often this job is a stepping stone toward becoming a financial planner.

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Financial Planning Assistant Tasks
  • Assist in developing financial plans and analysis for clients.
  • Assist in tax return preparation and client correspondence.
  • Execute and follow-up on investment transactions.
  • Establish and maintain client accounts, and process service requests.

Financial Planning Assistant Pay By Employer

$0$55K

$36,273

Financial Planning Assistant Job Listings

Key Stats for Financial Planning Assistant

Gender

Female
71 %
Male
29 %
Less than 1 year
24%
1-4 years
47%
5-9 years
18%
10-19 years
6%
20 years or more
6%

Gender

Female
71 %
Male
29 %

Years of Experience

Less than 1 year
24%
1-4 years
47%
5-9 years
18%
10-19 years
6%
20 years or more
6%

Common Health Benefits

medical benefits
Medical: 56%
dental benefits
Dental:
vision benefits
Vision:
no benefits
None: 44%