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| POSITION DESCRIPTION | BANKING & FINANCE INDUSTRIES OCTOBER 2008 |
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Financial Planner |
| Position Code: | 365 | | Career Level: | 2 |
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Responsible for
Targeting and assisting clients to meet their financial objectives through the delivery of professional financial planning advice. |
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Reports To
Manager - Financial Planning. |
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Supervises
No formal supervisory responsibilities. May assist with the mentoring of other team members. |
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Main Activities
Introducing and developing new financial planning business in line with set targets.
Reviewing and maintaining existing investment/financial plans for clients in line with set targets.
Increasing funds under management in line with set targets.
Identifying, educating and promoting the financial planning concept to clients.
Establishing and maintaining high compliance standards that satisfy Australian legislative requirements.
Developing networking relationships in order to enhance performance.
Maintaining professional self development.
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Key Skills
Experienced in servicing clients and reviewing investment portfolios.
Good communication skills, both written and verbal.
Demonstrated business development skills.
Ability to work under minimal supervision.
Ability to work to tight deadlines in order to achieve business outcomes.
Experienced in delivering workshops and presentations.
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Internal Contacts
Para planners. |
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External Contacts
Clients. |
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Typical Experience
At least 1 - 3 years experience in Financial Planning advisory roles. Typically degree qualified in business, finance or related discipline. Should have CFP qualifications. |
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