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Financial Planner Job Description: Top Duties and Qualifications

Edited by Indeed Employer Content Team
Last updated 5 November 2025
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7 min read

A Financial Planner, or Financial Adviser is responsible for providing clients with expert financial advice to encourage financial growth and stability. Their duties include recommending pension plans, managing investment portfolios and developing financial forecasts.

Financial Planner duties and responsibilities

Financial Planners are primarily responsible for providing their clients with the best financial advice possible. Whether the client is an individual or a large company, the responsibilities largely remain the same, but their day-to-day duties can vary. Their key duties and responsibilities include:

  • Advising individuals on the best savings accounts, best interest rates and best opportunities to expand their existing wealth through banks and other financial tools
  • Managing client investment portfolios to ensure continued stability and growth of wealth funds
  • Recommending pension plans and retirement schemes on an individual basis and on a company-wide basis
  • Assisting clients to become financially solvent, avoid debt or consolidate existing debts into more manageable payments
  • Analysing finances and providing clients with financial forecasts for the future
  • Keeping informed and up to date on current market trends and predictions
  • Developing relationships to retain clients and grow their client base
  • Working within the financial laws and regulations of the UK

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Financial Planner Job Description Examples:

Example 1

Overview:
The opportunity has arisen for a Trainee Financial Planner to join the CII Chartered Firm financial planning team in Punter Southall Aspire's dynamic Oxford office.

In this role you will provide clients with an outstanding level of service including personalised financial planning advice to help meet their needs. You will work collaboratively with the team to achieve targets and attract new clients while promoting the Company both internally and externally to support the development of client/introducer relationships.

This position requires you to take a people-centred approach to your work, being proactive, motivated, and hardworking. You will also get the opportunity to study and further your skills as your career continues to develop.

To learn more about what the role entails and the experience required, click here.

We hope to hear from you First Floor,Seacourt Tower,West Way, Oxford OX2

Job Types: Full-time, Permanent

Example 2

Independent Financial Advisers required for Wealth Management Services Company. Ranked as one of the Top 100 Financial Advisers in the country with the FT Adviser Top 100 for four consecutive years; 2020, 2021, 2022 & 2023. This is an exciting opportunity to join our firm as the business rapidly expands.

We are looking for both newly qualified and experienced individuals to join our friendly team, who are approachable, self-motivated and ambitious. Successful candidates will need to hold a Level 4 Diploma (essential), have a strong work ethic with an attitude to succeed and possess a good level of knowledge in services which include investments, taxation and retirement planning.

The role itself will be advising our existing client base and on-boarding new clients with their financial planning requirements. You will be fully supported by the team who will assist with lead generation and business development to drive the company forward.
  • Competitive Salary dependent upon experience
  • Ongoing training and development opportunities
  • Leads Provided

Basic Salary £36,000 - £60,000 (O.T.E £100,000)

Benefits:
  • 33 days holiday
  • No Weekends
  • Christmas Closure
  • Leads provided
  • On going personal development to obtain Chartered Status
  • Full back office support
  • Expanding business and opportunity to grow

If you have not heard back within 10 days, please assume your application has been unsuccessful.

Job Types: Full-time, Permanent

Pay: £36,000.00-£60,000.00 per year

Schedule:
  • Monday to Friday
Supplemental pay types:
  • Bonus scheme



Application question(s):
  • Do you hold a Level 4 Diploma in Regulated Financial Location: In person

Example 3

Job Title: Financial Planner

Salary: £45,000 - £50,000 + Bonus

Location: Aberdeen / Perth

A well-respected Financial Planning firm with a good reputation across in the market are looking for an experienced Financial Planner to come and join their growing team.

This firm provides advice across Pensions, Investments, IHT and Wealth management and have grown consistently over the last few years. They are a forward-thinking firm that embrace technology and pride themselves on the technical knowledge that their team provides, along with the high-levels of customer service.

The Role:

This role would suit someone who is technically minded and who has a natural ability to develop relationships, create introducers, and create referrals to keep a constant stream of business enquiries coming in.

There will be a focus around writing strong business levels and increasing the client following within the practice. There is an excellent bonus structure to accommodate advisors who are looking for a firm that really rewards strong performance and want to maximise their own earnings.

There is also good admin and paraplanning support available for the incoming advisor along with a smooth compliance process from a firm that embrace the use of technology to make the advice process easier.

So if you are confident in your own ability but being limited by a lack of back office support or restricted by a limited bonus structure then this could be a great move for you.

The Required Skills:
  • Level 4 Diploma Qualified as a minimum
  • Valid SPS and signed off with Competent Adviser Status (CAS)
  • Personable professional who is comfortable dealing with clients both written and verbally.
  • Strong level of technical knowledge around pensions, investments and experience of utilising cash-flow modelling reports.

If you are interested in hearing more about this position, please get in touch with us at Capio.

INDED

Job Type: Full-time

Salary: £45,000.00-£50,000.00 per year

Additional pay:
  • Bonus scheme
Benefits:
  • Flexible schedule
Schedule:
  • Monday to ID: 35523

Example 4

Financial Planner,comprehensive Financial Planning, servicing an existing portfolio of clients (this is not a sales role),Salary: up to £85,000 basic salary (dependant on experience) + benefits including support with continued professional development + 25 days’ holiday (increasing with service) + bank holidays + generous employers pension contribution + company away days etc.

The Role: I am recruiting a Financial Planner (Financial Adviser) on behalf of Citywide Financial Partners, a leading Financial Planning firm based in Leatherhead, Surrey (KT22). The successful Financial Planner will eitherbe an experienced Financial Adviser or a highly competent Paraplanner, ready for the next step in your career. You will be a warm relationship builder who is service orientated (this is not a sales role) and who is used to delivering a personalised and holistic financial planning service of the highest standard, putting the client at the heart of everything you do.

Home Working and Flexibility: We are happy to facilitate hybrid working and are also happy to consider flexible or part-time working arrangements if required (shorter working days, 4-day week etc.)

The Company:Citywide Financial Partners have been established since 2004 and over the last 5 years have enjoyed significant growth, based on their reputation for excellence. They provide a lifestyle and goals based financial planning service for over 185 families, translating frequently complex financial planning cases into workable solutions, and have over £200 million of assets under management.

The successful Financial Planner (Financial Adviser) will therefore enjoy strong client relationships, working on interesting, frequently complex financial planning cases. You will benefit from the support of both a Client Service Executive and Client Service Assistant, working in a collaborative and supportive team environment for a progressive company who invest in, value and reward their staff.

Financial Planner (Financial Adviser), Responsibilities:

  • Service and develop strong relationships with an established portfolio of clients.
  • Provide a highly personalised, holistic financial planning service.
  • Life planning and goal setting
  • Cashflow planning and modelling.
  • Investment and portfolio construction.
  • Pension and retirement planning.
  • Inheritance tax and estate planning
  • Capital protection
  • Ongoing investment and portfolio reviews
  • Conduct client meetings
  • Work with client servicing team to ensure all technical advice is expertly prepared prior to meetings and that all client wishes are followed in an appropriate and timely manner.
  • Ensure all regulatory and compliance standards are met.
  • Contribute to the ongoing development of best practice within the business.

Financial Planner (Financial Adviser), Skills and Experience:
  • Experience of working as a Financial Adviser, providing a comprehensive Financial Planning service OR a Senior Paraplanner, ready to take on your own portfolio of clients
  • Experience of all areas of financial planning – cashflow modelling, taxation, investment portfolio management, pensions, protection, estate planning etc.
  • Diploma in Financial Planning (Dip PFS, Level 4) – an exceptional candidate, qualified by experience, will also be considered.
  • A keen listener, a strong relationship builder and collaborative team player with a caring, quality focused, customer centric approach.
  • Quality focused, analytical with excellent attention to detail.
  • Highly preferable – a current SPS certificate.

Dawn O’Shea is a recruitment partner, recruiting the Financial Planner (Financial Adviser) directly on behalf of Citywide so NO Agencies Please. If you are successful in being short-listed you will be contacted by telephone in the first instance to discuss the role and your requirements in more detail.

Job Types: Full-time, Part-time, Permanent
Part-time hours: 35 per week

Salary: £55,000.00-£85,000.00 per year

Benefits:
  • Company pension
  • Flexible schedule
  • Work from home
Schedule:
  • Monday to ID: CW

Example 5

Are you looking for greener grass? A place where you can really grow your planning skills?

If so, read on.

At Joslin Rhodes, one of the top 50 fastest growing companies in the North East*, we are always on lookout for local talent and those who have what it takes to join our award-winning team.

Why Joslin Rhodes?
  • You would be joining a business that has been delivering happy retirements to thousands of Teessiders for over 20 years.
  • We’ve been named the ‘Best Financial Advisers to Work For’ (Professional Adviser Award 2023).
  • Full training on our unique PlanHappy Lifestyle Financial Planning Process is provided.
  • All roles are full-time, employed.
  • Plus, you can earn up to £70K!

About the role

As a Financial Planner, first and foremost you will be responsible for delivering a fantastic Lifestyle Financial Planning experience for clients.

You will do this is by:
  • Working with clients to be able to identify the ‘big questions’ and what their best life looks like.
  • Demonstrating how our Lifestyle Planning Process differs from traditional financial advice and why our holistic approach promises ‘Real advice for real people’.
  • Building positive working relationships with clients and colleagues alike, resulting in the correct and appropriate outcome for all.
  • Ensuring that all financial planning activities are executed within the regulated requirements.
  • Truly knowing your clients and keeping all records up-to-date.

What it takes to be a successful Financial Planner with Joslin Rhodes:
  • You are personable, likeable and most importantly, trustworthy.
  • You can listen, diagnose and coach clients on how best to achieve their financial goals.
  • You have life experience and can empathise.
  • You can read people and are comfortable in challenging them on any limiting beliefs.
  • You have a head for numbers.
  • You are comfortable explaining technical information simply, clearly and with confidence.
  • You can sell our services by offering trust and comfort in them.
  • You are a results-driven person and able to deliver required revenue to sustain the growth of the business.
  • You will have successfully passed your Level 4 qualification for ‘Diploma in Regulated Financial Planning’
  • And because our approach to Financial Planning is so unique, you will also be required to complete and pass the PlanHappy Lifestyle Financial Planning Academy.

If you think you tick all these boxes, here’s what your typical day could look like:
  • Working with the Sales Support Team to manage and monitor your pipeline and upcoming activities.
  • Preparing and conducting client meetings.
  • Working closely with colleagues across the business to ensure your client’s case is being progressed.
  • Discussing and agreeing recommendations with Paraplanners to answer your client’s ‘big question’.
  • Delivering Financial Planning recommendations to clients.
  • Attending Joslin Rhodes in-house training sessions.

Interested? Want to find out more?

If you’d like to know a little bit more about our Financial Planner Roles, you should book onto a Discovery Centre Session.

These are group events held at our Teesside branch in Preston Farm, Stockton.

You’ll be able to look around, hear more about our service and how it works and get more information on each of the roles on offer.

You can also speak to some of our existing team to find out more about what they do (and whether you’d like to do it!)

You can register for a Discovery Session using the link below;

[website]

Ward Hadaway – Fastest 50 North East 2023

Job Types: Full-time, Permanent

Pay: Up to £70,000.00 per year

Benefits:
  • Company pension
  • Free parking
  • Life insurance
  • On-site parking
  • Private medical insurance
  • Work from home
Schedule:
  • Monday to Friday



Application question(s):
  • We can only consider applicants who possess the 'Right to Work' authorisation and are currently residing in the UK.
  • The role is exclusively full-time and office-based in Stockton-on-Tees. Please confirm your interest in the role based on this requirement.
  • Applicants must reside within a 30-minute commutable distance of our offices in Stockton-on-Tees?


Work Location: In ID: JR-LAB-02

Example 6

This is an excellent opportunity for an ambitious Financial Planner that is looking for more than just a role. You will be involved in the business growth and direction of an already expanding company, providing you with a clear route into the senior management team.

*Hybrid*

Our client understands the right balance is needed when it comes to work and personal life. So, they do all they can to encourage a good work-life balance, currently working on a 60/40% split of office and home working, with the potential for early Friday finishes.

Benefits

  • 30 days holiday (plus bank holidays)
  • 3% employer pension contribution
  • Health Cashback Scheme enrolment
  • Training allowance/support towards qualifications
  • Potential for bonus up to 10% of salary
  • Hybrid working options
  • Potential for Friday early finishes
  • Applications from candidates wanting to work part-time or alternative hours will be considered








You will be someone who has strong interpersonal skills. You will be able to apply your own judgement and experience when making decisions in relation to the management of our clients and bringing on new clients.

A minimum of 2 years’ experience working as a qualified Financial Planner is essential.

You will be at least Diploma level qualified and, if you don’t already hold these qualifications, you will be keen to work towards both Chartered Financial Planner and Certified Financial Planner status. The individual must be willing to take ownership of their own personal development. However, there is a training and development programme available to assist you in working towards becoming a fully qualified Certified Financial Planner and Chartered Financial Planner.

Purpose of Job:To provide holistic financial planning advice to private clients, whilst ensuring smooth delivery of excellent client service. To generate profitable new business and ongoing income streams. To develop and maintain excellent relationships with both clients and professional connections.

Key Responsibilities & Accountabilities

  • Managing a portfolio of clients and their needs
  • Providing ongoing servicing (including reviews) to existing clients as per service proposition, internal standards, and business processes
  • Generating new business opportunities as per the agreed business plan and targets
  • Helping potential clients make positive decisions about their financial future and to implement any recommendations
  • Managing and conducting client meetings and reviews
  • Working with the support team to produce clear, technically accurate, compliant and concise financial plans, cash flow forecasts and suitability reports as per business process and internal standards
  • Ensuring that all recommendations and reports meet legal and regulatory requirements
  • Providing all advice within a strict ethical and compliance framework, ensuring that all operations affecting the firm’s clients are carried out in accordance with the regulator’s requirements
  • Ensuring that all recommendations are appropriate for clients’ individual needs and circumstances
  • Supporting other team members in specialist knowledge areas
  • Managing own workflow, tasks and their delivery
  • Producing meeting notes and other documentation as per business processes and within required timescales
  • Attending functions and events to build professional relationships and to promote the firm
  • Networking with professional partners and introducers to identify private clients and business opportunities
  • Providing regular activity data to the Business Manager
  • Sharing ideas and innovations which could improve business and advice processes or enhance relationships with clients and their experiences
  • Ensuring continuous development of your financial and technical expertise to meet regulatory requirements and personal goals and objectives as per your training and development plan
  • Keeping up to date with the current developments in financial services, financial markets, and economic trends
  • Other duties that may be necessary to meet business needs



















Job Types: Full-time, Part-time, Permanent

Salary: £50,000.00-£80,000.00 per year

Benefits:
  • Company pension
  • On-site parking
Schedule:
  • Holidays
  • Monday to Friday
  • No weekends
Supplemental pay types:
  • Performance bonus

Ability to commute/relocate:
  • Olney: reliably commute or plan to relocate before starting work (required)

Experience:
  • Financial Planning: 2 years Location: Hybrid remote in Olney

Example 7

Are you an experienced paraplanner looking for a challenging opportunity within wealth management?

Would you like to build on your experience in a role offering variety, responsibility, support and training to carve out a fantastic career?

We are an innovative provider of financial planning and investment solutions seeking a committed individual with a passion for financial planning and a genuine desire to add value to our clients' financial lives.

Opportunity

We can offer a committed paraplanner the opportunity to sit in on client meetings, build cash flow models, undertake technical analysis, write reports, and provide first-class client support. We'll help you develop technical and soft skills to enable your success.

Joining our team would be a chance to work on all aspects of financial planning and be part of a growing collaborative team.

About the Role

  • Attend client meetings with the adviser
  • Research and analysis to meet client needs and objectives
  • Developing and maintaining internal relationships to help maintain business flow
  • Articulate and present technical data to the client alongside the adviser
  • Cash modelling, including multi-jurisdiction tax and financial planning
  • Prepare individually tailored client suitability reports and wealth plans
  • Prepare for annual review meetings
  • Maintaining accurate, up-to-date client records
  • Keep up to date with FCA, SEC and regulatory authorities
  • Acting as one of the points of contact between clients, advisors and the support team

Benefits

  • Discretionary bonus and performance-related bonus
  • 25 days holiday
  • 5% pension contribution
  • Income protection cover
  • Access to Private Medical Insurance
  • Perkbox membership
  • Industry body membership
  • Cycle scheme
  • Tech scheme
  • Free gym and swimming pool in the building
  • 1 Community/Charity day per year
  • Support for professional and personal development - study materials & exams

Additional Information

We offer hybrid working once established; however, the nature of the role, training and colleague liaison requires easy access to the office.

Tailored training programme through to chartered financial planner status

Essential Criteria

  • Two years experience in a paraplanning / technical role within financial planning or wealth management
  • Level 4 Diploma or close to completion
  • Understand the regulatory framework, ethics and principles of the advice process
  • Unrestricted rights to work in the UK

Desirable Criteria

  • A degree, or degree-level qualification, would be preferred but is not necessary
  • Commitment to study towards chartered financial planner status
  • Ability to interact with internal and external stakeholders in a confident, professional and natural manner
  • Attention to detail
  • Ability to work on multiple tasks simultaneously
  • Comfortable working in a team
  • Time management and prioritisation
  • Solid IT skills, including Word & Excel
  • Confident learner of new software tools
  • Excellent telephone manner
  • Outstanding written and oral communication
  • Broader experience with other parts of a financial planning business client services/investment management/trading

Company Information

Tanager is a wealth management firm that empowers British-American families to achieve their financial goals.

We specialise in helping transatlantic families and US-connected people with diverse financial planning, investment management, and tax needs.

We are regulated by the US SEC and the UK FCA, and all our advisors are both US and UK-qualified, with knowledge of US and UK pensions, tax-efficient investments, trusts, education and retirement planning.

We are growing organically due to our exceptional client service, harnessing technology, and establishing an evidence-based investment management process supported by our financial planning, client service teams, and professional connections.

Please view our website for more information about our company and philosophy.

NO Agencies Please

We are using Recruitment Rebellion to run and organise the response for this advert. Please do not contact us if you are a recruiter.

Candidates,please do not apply directly to us, as there is a chance your application will be missed if it does not go through the right channel.

Keywords:Paraplanner, Financial Planning Assistant, Assistant Financial Planner, Financial Planner, Financial Adviser, IFA, Wealth Manager, Financial Advisor, Wealth Planner, Junior Adviser, Junior Advisor, Trainee Adviser, Trainee Advisor, Trainee Financial Planner

Job Types: Full-time, Permanent

Salary: £28,000.00-£40,000.00 per year

Benefits:
  • Company pension
  • Cycle to work scheme
  • Gym membership
  • Private medical insurance
  • Work from home
Schedule:
  • Monday to Friday
Supplemental pay types:
  • Bonus scheme
  • Performance Location: Hybrid remote in London
Our mission

Indeed’s Employer Resource Library helps businesses grow and manage their workforce. With over 15,000 articles in 6 languages, we offer tactical advice, how-tos and best practices to help businesses hire and retain great employees.

Read our editorial guidelines
Create a culture of innovation
Download our free step-by-step guide on encouraging healthy risk-taking
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What does a Financial Planner do?

A Financial Planner is employed for their expert financial knowledge and their experience with financial systems. Financial Planners work with clients, including individuals, businesses and organisations within both the public and private sphere, to develop long-term financial plans. Financial Planners develop financial portfolios for clients and provide specialised recommendations and knowledge that allows clients to better manage their money. Financial Planners assist their clients to create more savings or to produce more profitable financial dealings with other businesses.

Financial Planner skills and qualifications

A successful Financial Planner candidate will have various prerequisite skills and qualifications such as excellent mathematical and analytical skills and the ability to communicate well with their clients. They also need sound knowledge of the different financial tools that can be used to manage their client’s portfolios, such as different types of pensions or different tax relief schemes. Their key skills and qualifications typically include:

  • Detailed knowledge of the requirements, restrictions and interest rates of different saving accounts
  • Expertise investing funds into different portfolios in order to spread risk and generate growth
  • Ability to communicate complex financial information to clients in an easy-to-understand manner
  • Ability to produce detailed financial reports and provide analysis on them to clients
  • Ability to spot opportunities for financial growth by identifying new tools or emerging trends in the market
  • Knowledge of accounting platforms such as QuickBooks or Xero
  • Proficiency working with computer software, particularly programs such as Microsoft Excel or Google Sheets
  • Accounting skills and qualifications from recognised bodies such as the Association of Chartered Certified Accountants

Financial Planner experience requirements

Financial Planners require at least three years of experience working in a financial role. Experience providing customer service and financial advice is paramount to success as a Financial Planner. Although experience working as a Financial Planner is desirable, employers can consider candidates with experience working in related financial jobs or financial environments, such as accountancy, a retail bank or the finance department of a company.

Financial Planner education and training requirements

Financial Planners need an excellent academic background in mathematics, including GCSEs and A-levels in maths and statistics. Employers can look for applicants who have studied finance-related courses at university, including maths, business studies, economics or financial studies. Employers often offer successful candidates the opportunity to gain further training through industry recognised courses, including a Level 4 Qualification in Financial Advice.

Financial Planner salary expectations

According to Indeed Salaries, the average salary for a Financial Planner in the UK is £50,365 per year. Salary may depend on experience, education, location and company.

Job description samples for similar positions

If Financial Planner isn’t the exact job you are searching for, maybe these other job description samples for related positions will be more helpful:

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Financial Planner job description FAQs

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