Which activities appear in relevant job advertisements and how often? What does a financial planner job require?

Advertisements for a financial planner job contain all the requirements that a company places on new employees for the vacancy. People looking for a job will find all the important information about the vacancy in the job advertisements, such as

  • the activities
  • the requirements (previous education, professional experience, personal skills and characteristics)
  • the company

The following information about a financial planner job varies depending on the company. We have selected, viewed and compiled the information from relevant job advertisements on various job portals for you*:

 

Different job titles:

  • Financial planner
  • Pension and financial planning advisor
  • Private Client Advisor
  • Financial planning specialist
  • Financial professional
  • Finance Specialist
  • Responsible for financial planning
  • Insurance and pension consultant
  • Pension and financial planning specialist
  • Pension planner
  • Pension specialist
  • Client advisor for pensions / financial planning / mortgage
  • Financial expert
  • Individual Client Advisor Financial Planning

 

Distribution of the individual tasks in a financial planner job:

Reassessment of customer situations and revision of existing financial plans approx. 45% of the time
Preparation of financial plans and pension analyses approx. 35% of the time
Other tasks: Administrative activities and correspondence, technical support for training courses, counter work (at banks), etc. approx. 20% of the time

Requirements mentioned in job advertisements for a financial planner job

Professional requirements
  • Completed commercial apprenticeship
  • Further training as a financial planner with a federal certificate or a comparable qualification
  • Several years of professional experience in the financial services sector
Specialist knowledge for a financial planner job
  • Industry knowledge and financial expertise
  • Knowledge of customer relationship management
  • Very good language skills in German
  • Knowledge of at least one foreign language
  • User knowledge MS-Office
Personal characteristics
  • Sales and consulting flair
  • Entrepreneurial thinking and action
  • Ambition for above-average performance
  • Organizational skills
  • Personal responsibility and reliability as well as ethics and discretion
  • Frequently: Category B driver's license
Other financial planner job / financial planner job Consultative skills, i.e. detail-oriented, organized and able to explain complex information in a way that clients can easily understand. and sensitive to financial information

By the way:Here you will find informative links on the subject of job advertisements and job searches:

*All information listed is from an ad hoc study to provide a unique insight into the financial planner job market.

Schools with financial planner training