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