Cataleg D ocupacions capçalera

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Catalogue of occupations

Ocupacions

Financial planner

Latest available data: December 2024 (includes accumulated data from the past 12 months)

Other denominations:
Financial adviser Financial planner Financial planning practitioner Independent financial adviser Personal banker Personal financial adviser Personal financial planner Wealth adviser

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.

Tasks

(a) Building and maintaining a client base;
(b) Interviewing clients to determine financial status and objectives, risk tolerance and other information needed to develop financial plans and investment strategies;
(c) Setting financial objectives, and developing and implementing strategies for achieving the financial objectives;
(d) Arranging to buy and sell stocks and bonds for clients;
(e) Monitoring investment performance, and reviewing and revising investment plans based on modified needs and changes in markets;
(f) Recommending and arranging insurance cover for clients.

Knowledge

  • Finance, banking and insurance
  • Management and administration
  • Economics
  • Wholesale and retail sales
  • Accounting and taxation

Digital competencies

  • Providing financial advice
  • Analysing financial and economic data
  • Managing budgets or finances
  • Performing risk analysis and management
  • Executing financial transactions

Digital competencies

No skills and knowledge of the occupation have been found. Only skills and knowledge relevant and requested by companies in their job offers are displayed.

Personal competencies

  • Processing information, ideas and concepts
  • Supporting others
  • Demonstrating willingness to learn
  • Communicating

Professional groups of the occupation

Professionals

Legal, social and cultural professionals

Creative and performing artists

Creative and performing artists not elsewhere classified

Other occupations of the professional group

Do you want to know the demand for this occupation in the market?

Contracts and job seekers in the last year in Barcelonès

Creative and performing artists not elsewhere classified

147

Number of contracts in Barcelonès

68,06%

Percentage of contracts in Catalonia

-5,77% Interannual variation of contracts in Barcelonès

96,60%

Permanent contracts over total contracts in Barcelonès

6,80%

Part-time contracts

1,01% Turnover index

217

Average of job seekers in Barcelonès

17%

Interannual variation of job seekers in Barcelonès

Data source: Observatori del Treball i Model Productiu, Government of Catalonia

The market for this profile is hiring

Contracts in u00e8 over the past year by sex and age

Contracts by gender in Barcelonès.

Legal, social and cultural professionals

41%

59%

Men
Women

Data source: Observatori del Treball i Model Productiu, Government of Catalonia

Contracts by age groups.

Legal, social and cultural professionals

Data source: Observatori del Treball i Model Productiu, Government of Catalonia

What vacancies are published in the professional family?

Vacancies published by professional family and type of contract in Barcelonès over the past year

Creative and performing artists

Occupation Vacancies Permanent contracts

Data source: Data generated from the analysis of Lightcast data and the Observatory of Work and Productive Model of the Government of Catalonia.

What experience is required for the vacancies? Which sectors are looking for this occupation?

Creative and performing artists not elsewhere classified

No experience
8%
Less than 1 year
42%
Between 1 and 2 years
6%
Between 2 and 4 years
12%
Between 4 and 8 years
4%
More than 8 years
28%
Educación
14%
Información y comunicaciones
14%
Actividades artísticas, recreativas y de entretenimiento
13%
Actividades profesionales, científicas y técnicas
13%
Actividades administrativas y servicios auxiliares
12%
Otros
34%

Data source: Own elaboration based on the data of vacancies extracted by Lightcast.

The vacancies published are for working in:

Job vacancies posted by county

Data source: Own elaboration based on the data of vacancies extracted by Lightcast.