financial planner
Code 2412.4
Financial planners assist people dealing with various personal financial issues. They are specialised in financial planning, such as retirement planning, investment planning, risk management and insurance planning, and tax planning. They advise a strategy tailored to the client's needs. They ensure the accuracy of bank and other financial records while maintaining a customer-orientated approach and following ethical standards.
Essential skills
Knowledge
- banking activities
- investment analysis
- economics
- financial markets
- financial forecasting
- customer service
- modern portfolio theory
Skills and competences
- apply technical communication skills
- assess risks of clients' assets
- identify customer's needs
- interpret financial statements
- obtain financial information
- provide support in financial calculation
- offer financial services
- create a financial plan
- review investment portfolios
Transversal competences
- analyse the credit history of potential customers
- advise on financial matters
- provide financial product information
- handle financial transactions
- maintain credit history of clients
- budget for financial needs
- synthesise financial information
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What to assess for this role
Technical knowledge can be verified with tests and references. What never shows up on a CV are the transversal competences, and they explain most failed hires. Before closing, it pays to measure them with a standardised battery.
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Sources
This service uses the ESCO classification of the European Commission and the Mapha Taxonomy developed by OTIC SOFOFA (CC BY 4.0), in an adapted version. Group codes come from the ILO's ISCO-08. See sources and licences