The role and function of a Financial Planner includes the following duties and responsibilities:
Note that this is not an exhaustive list of Financial Planner duties and responsibilities. Job functions for specific Financial Planner roles may vary, depending on the industry and type of employer.
Financial Advisor job description
Wealth Manager job description
Mortgage Processor job description
Collections Officer job description
Financial Manager job description
Personal Banker job description
Investment Consultant job description
Investment Analyst job description
Financial Trader job description
Debt Collector job description
Pension Scheme Manager job description
Finance Assistant job description
Financial Consultant job description