Every employer aspires to create a team that is both talented and dynamic, and for the overwhelming majority of employers, the first step to achieving this goal is to post an effective and appealing job description. When your description performs its necessary function, you will have no problem garnering the attention of qualified and experienced candidates. As essential as this part of the hiring process is, many employers and organizations still fail to post a professional-looking job description. If you are ready to stop interviewing unqualified applicants, the following Financial Planning Analyst job description sample will help you write a description that will impress even the most discerning candidate.
Financial Planning Analyst Job Summary
The primary role of a financial planning analyst is to analyze the current financial situation of businesses, organizations, and individuals. To achieve this, financial planning analysts employ a wide range of quantitative formulas and techniques. After performing these calculations, financial planning analysts usually meet with clients and recommend the best course of action based on their initial findings.
Financial Planning Analyst Job Responsibilities and Duties:
- Properly assess the financial state of individuals, corporations, and other organizations
- Identify potential outcomes and returns
- Appraise assets and financial holdings
- Secure highly sensitive and confidential financial data and information
- Compile detailed financial reports using calculations, data, and other client-provided information
- Use information to assemble extensive financial databases
- Suggest and create financial action plans for companies and individuals
- Continuously update skill set, expertise, and technical knowledge by attending the required workshops and courses
- Work closely with other team members in order to achieve company goals
- Analyze debt restructuring and refinancing options
Financial Planning Analyst Skills and Qualifications
- Prior financial planning and strategizing experience
- Understanding of database maintenance and design
- Knowledge of statistical analysis
- Ability to perform research and compile reports
- Extensive risk management skills
- Ability to track and plan budgets
- Basic computational skills
- Experience forecasting and analyzing data
Financial Analysts Inc. has made its mark in the financial planning industry over the last 50 years. We strive to help individuals and companies from all walks of life realize their financial dreams and make better fiscal decisions. At our company, our clients come first, and we will not stop until all of our clients have a more comprehensive view of their financial state. We are proud to offer a plethora of wealth management and planning services to the community.
What to Include in Your Financial Planning Analyst Job Description
Deciding what to include in your Financial Planning Analyst Job Description can be difficult, especially if your job includes a multitude of functions and responsibilities. If you include the right type of details, you will attract qualified, experienced candidates. If your description includes the wrong details, you may attract unqualified or uninterested candidates. Before you post your next job description, be sure that it includes the information below.
• Job Title – This will be the first thing that jobseekers will see, so you should make sure that it properly describes the job. If your job title does not clearly define the position, it may confuse or repel jobseekers. Make sure that the title includes a professional level as well (ex: director, junior, senior, assistant, etc.). Your job title should also adequately reflect your company’s standards and purposes.
• Responsibilities – This part of the job description should also highlight the day-to-day functions and tasks that the jobseeker will be expected to perform. Be sure to include five to 10 important responsibilities, and start each responsibility with a present-tense, action verb such as “performs research” or “assists executive.” Try to be as honest as possible when explaining how often each task will be performed. This will give applicants a realistic depiction of a regular workday.
• Call to Action – An effective call to action should encourage interested candidates to apply for the posted position. Your call should utilize action phrases such as “apply now” or “submit your resume.” This will show applicants that you are actively hiring and want the position to be filled as quickly as possible.
• Corporate Information – Many employers neglect to include any information regarding their company in the job posting. This can be a major mistake since every company has a different work culture. By posting basic information about your company’s history, professional vision, and mission, applicants will be able to decide whether or not they will be a good fit for your company. You may also want to incorporate information about your company’s physical location and team size.
• Skills & Qualifications – This is a fundamental part of the job description, and including this information will allow you to attract the best candidates. List the amount of experience, degrees, skills, and licenses that will be needed to perform the job properly. Be sure to distinguish between desired and mandatory skills and requirements.
A job description should also include your contact information in case potential applicants have questions or concerns.
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Writing Your Financial Planning Analyst Job Description: Dos and Don’ts
If you think that your Financial Planning Analyst Job Description is ready to be posted, read over the following list of do’s and don’ts to ensure that it will have the intended effects.
• Do include salary and benefits information if your company’s rules and regulations allow you to do so.
• Do remain as concise and focused as possible; excessive verbiage can easily dissuade a candidate from applying.
• Do use inviting and emotionally charged language throughout the description.
• Don’t trump up your description with keywords; try to limit your keyword count to five or less.
• Don’t forget to include the geographic location of the position; this includes the city, state, and any other relevant details about the location.
• Don’t use shortcuts or abbreviations in every job description.
The more descriptive and concise you make your job description, the more interest you will generate in the position. Remember, a description should serve as a marketing piece that aims to “sell” the job to potential candidates.
Writing a Job Description Best Practices
- The Financial Planning Analyst job description sample above serves as an excellent resource, but there will be times when you will have to work from scratch. When this happens, there is no need to overreact or fear. The following list of do’s and don’ts is formulated to help any hiring manager attract the most qualified candidates.
- Do use a clear and descriptive job title. No one wants to attract unqualified applicants, and by utilizing a clear, concise title, you can prevent this from happening to you. Be sure that applicants understand the position they are applying for, and try not to be too abstract or vague when writing your description.
- Do check over your description before you post it. If your posting is riddled with misspelled words and grammatical errors, it can be difficult for jobseekers to take you seriously.
- Do include salary and benefits information if possible. This will help weed out applicants, since higher paying jobs tend to require more expertise and extensive education. Before you include this information, you should make sure that your company’s rules and regulations allow you to do so.
- Do discuss your company’s culture and work environment. This information will give candidates a detailed snapshot of your company’s goals, mission, and core values. It will also help jobseekers decide whether or not they would be a good fit for your company.
- Don’t use impersonal or intimidating language. This type of language can easily scare away applicants, and make your business seem as if it lacks personality. Be sure to use inviting language that encourages jobseekers to learn more about the position and your company.
- Don’t forget to include contact information. Always include a way for jobseekers to contact you with questions and concerns.
This is not a definitive list, and if you still have difficulty understanding what to include, the Financial Planning Analyst job description sample can provide you with additional guidance. When you hire the right workers, your entire company will benefit in a multitude of ways.