Job catalog - Employment
Cataleg D ocupacions capçalera
Breadcrumb
Catalogue of occupations
Ocupacions
Financial planner
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
Business and administration professionals
Finance professionals
Financial and investment advisers
Other occupations of the professional group
Do you want to know what the hiring rate for this occupation is in the market?
Contracts and job seekers in the last year in Barcelonès
Financial and investment advisers
158
Number of contracts in Barcelonès
72,15%
Percentage of contracts in Catalonia
6,04% Interannual variation of contracts in Barcelonès
94,30%
Permanent contracts over total contracts in Barcelonès
6,33%
Part-time contracts
1,03% Turnover index
219
Average of job seekers in Barcelonès
12%
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.
Business and administration professionals
46%
54%
Data source: Observatori del Treball i Model Productiu, Government of Catalonia
Contracts by age groups.
Business and administration 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
Finance professionals
| Occupation | Vacancies | Permanent contracts |
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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?
Financial and investment advisers
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.
Occupations that share knowledge and skills
This service uses the ESCO classification of the European Commission.
