Please register (it's free!) or login to view the remaining preview.

If you are logged in, your referral link [?] is automatically included below.

EMBED CODE (Copy and Paste)

BENEFITS OF DOCUMENT

Holds team members accountable for specific performance expectations.
Allows for self-ratings as well as reviewer ratings.
Identifies performance gaps for which future performance goals may be developed.

DOCUMENT DESCRIPTION

This Performance Assessment is completed prior to the end of a probationary period, periodically as needed when there is consistent non-performance and annually to communicate progress and future performance and development needs.

The measures are tangible and position-specific. These include assessments regarding performance goals, expectations and competencies, and soft skills. Sample future goals are also provided for the position. Self-ratings and reviewer ratings are both documented ensuring dialogue that provides meaningful feedback and emphasizes future development for improved performance and continued growth and development.

Got a question about the product? Email us at [email protected] or ask the author directly by using the form to the right. If you cannot view the preview above this document description, go here to view the large preview instead.

Source: Licensed Case Analyst, Paraplanner & Trader Performance Assessment PDF document

Licensed Case Analyst, Paraplanner & Trader Performance Assessment

Sold by Karen Reitor, Communique Productions Inc (this author has 84 documents)

$29.00

ALL FEES INCLUDED

Add to Cart

This business document is categorized under the function(s):

Organization, Change, & HR Performance Management

It applies to Financial Advising Services

File Type: PDF (pdf)

File Size: 357.9 KB

Number of Pages: 6

Related Topic(s): FAS Performance Management

Purchase includes lifetime product updates. After your purchase, you will receive an email to download this document.

Initial upload date (first version): Mar 23, 2020

Ask the Author a Question

Must be logged in Click here to log in

This document is available as part of the following discounted bundle(s):

Financial Advising Services (FAS) Performance Management

$615.00

This bundle contains 26 additional documents.

View Full Details

Assoc Financial Advisor & Operations Manager Sample Improvement Goals 4-page PDF document $20.00 Author:	Financial Advising "Soft Skills" Interviewing Instrument 9-page PDF document $29.00 Author:	FAS Performance Management System Implementation Guidelines 4-page PDF document $20.00 Author:	FAS Operations Manager & Lead Planner Performance Assessment 6-page PDF document $29.00 Author:
FAS Client Meeting Observation and Coaching Form 4-page PDF document $20.00 Author:	FAS Client Care Specialist Performance Assessment 6-page PDF document $29.00 Author:	FAS Business Processor Performance Assessment 6-page PDF document $29.00 Author:	FAS Calendar Manager/Meeting Planner Performance Assessment 6-page PDF document $29.00 Author:
FAS Client Concierge/Office Coordinator Performance Assessment 6-page PDF document $29.00 Author:	FAS Marketing & Branding Coordinator Performance Assessment 6-page PDF document $29.00 Author:	FAS Client Care Process Standards and Quality Metrics 14-page PDF document $39.00 Author:	FAS Daily/Weekly Staff Meeting Agenda and Minutes Template 5-page PDF document $29.00 Author:
FAS Individual Development Templates and Coaching Worksheets 5-page PDF document $29.00 Author:	FAS Operations Manager Position Desc & Performance Expectations 3-page PDF document $20.00 Author:	FAS Performance-Based Comp & Bonuses Guidelines & Sample Plan 7-page PDF document $29.00 Author:	Assoc Financial Advisor Position Desc & Performance Expectations 3-page PDF document $20.00 Author:
Lead Financial Planner Position Desc & Performance Expectations 3-page PDF document $20.00 Author:	Case Analyst, Paraplanner & Trader Position Desc 3-page PDF document $20.00 Author:	FAS Client Care Specialist Position Desc & Performance Expectations 3-page PDF document $20.00 Author:	Sr Advisor Asst/Client Care Position Desc/Performance Expectations 3-page PDF document $20.00 Author:
FAS Business Processor Position Desc & Performance Expectations 3-page PDF document $20.00 Author:	FAS Calendar Manager/Meeting Planner Position Desc/Performance Expectations 2-page PDF document $20.00 Author:	FAS Client Concierge/Office Coordinator Position Desc/Performance Expectations 4-page PDF document $20.00 Author:	FAS Marketing & Branding Coordinator Position Desc & Performance Expectations 3-page PDF document $20.00 Author:
FAS Finance & Accounting Position Desc & Performance Expectations 3-page PDF document $20.00 Author:	FAS Individual & Compiled Weekly Productivity Tracking Logs 5-page PDF document $29.00 Author:

CUSTOMER TESTIMONIALS

"I have found Flevy to be an amazing resource and library of useful presentations for lean sigma, change management and so many other topics. This has reduced the time I need to spend on preparing for my performance consultation. The library is easily accessible and updates are regularly provided. A wealth of great information."

– Cynthia Howard RN, PhD, Executive Coach at Ei Leadership

"As an Independent Management Consultant, I find Flevy to add great value as a source of best practices, templates and information on new trends. Flevy has matured and the quality and quantity of the library is excellent. Lastly the price charged is reasonable, creating a win-win value for the customer, Flevy and the various authors. This is truly a service that benefits the consulting industry and associated clients. Thanks for providing this service. "

– Jim Schoen, Principal at FRC Group

"As a consulting firm, we had been creating subject matter training materials for our people and found the excellent materials on Flevy, which saved us 100's of hours of re-creating what already exists on the Flevy materials we purchased."

– Michael Evans, Managing Director at Newport LLC

"I have used FlevyPro for several business applications. It is a great complement to working with expensive consultants. The quality and effectiveness of the tools are of the highest standards."

– Moritz Bernhoerster, Global Sourcing Director at Fortune 500

"As a young consulting firm, requests for input from clients vary and it's sometimes impossible to provide expert solutions across a broad spectrum of requirements. That was before I discovered Flevy.com.

Through subscription to this invaluable site of a plethora of topics that are key and crucial to consulting, I have been able to exceed expectations and deliver quality advice and solutions to my clients. The quality and expertise of the authors are exemplary and gives me great confidence to use as part of my service offerings.

I highly recommend this company for any consultant wanting to apply international best practice standards in their service offerings. "

– Nishi Singh, Strategist and MD at NSP Consultants

"My FlevyPro subscription provides me with the most popular frameworks and decks in demand in today’s market. They not only augment my existing consulting and coaching offerings and delivery, but also keep me abreast of the latest trends, inspire new products and service offerings for my practice, and educate me in a fraction of the time and money of other solutions. I strongly recommend FlevyPro to any consultant serious about success."

– Bill Branson, Founder at Strategic Business Architects

"One of the great discoveries that I have made for my business is the Flevy library of training materials.

As a Lean Transformation Expert, I am always making presentations to clients on a variety of topics: Training, Transformation, Total Productive Maintenance, Culture, Coaching, Tools, Leadership Behavior, etc. Flevy usually has just what I need to make my point.

It is well worth the money to purchase these presentations. Sure, I have the knowledge and information to make my point. It is another thing to create a presentation that captures what I want to say. Flevy has saved me countless hours of preparation time that is much better spent with implementation that will actually save money for my clients."

– Ed Kemmerling, Senior Lean Transformation Expert at PMG

"I like your product. I'm frequently designing PowerPoint presentations for my company and your product has given me so many great ideas on the use of charts, layouts, tools, and frameworks. I really think the templates are a valuable asset to the job."

– Roberto Fuentes Martinez, Manager at Technology Transformation Advisory

"Flevy is now a part of my business routine. I visit Flevy at least 3 times each month.

Flevy has become my preferred learning source, because what it provides is practical, current, and useful in this era where the business world is being rewritten.

In today's environment where there are so many challenges and there is the need to make the right decisions in a short time, with so much scattered information, we are fortunate to have Flevy. Flevy investigates, selects, and puts at our disposal the best of the best to help us be successful in our work."

– Omar Hernán Montes Parra, CEO at Quantum SFE

"As a small business owner, the resource material available from FlevyPro has proven to be invaluable. The ability to search for material on demand based our project events and client requirements was great for me and proved very beneficial to my clients. Importantly, being able to easily edit and tailor the material for specific purposes helped us to make presentations, knowledge sharing, and toolkit development, which formed part of the overall program collateral. While FlevyPro contains resource material that any consultancy, project or delivery firm must have, it is an essential part of a small firm or independent consultant's toolbox."

– Michael Duff, Managing Director at Change Strategy (UK)

SELECT CUSTOMERS

Since 2012, we have provided best practices to over 5,000 businesses and organizations of all sizes across the world—in over 130 countries. Below is just a very small sample of our customer base.

Did you know?

The average daily rate of a McKinsey consultant is $6,625 (not including expenses). The average price of a Flevy document is $65.

CUSTOMERS ALSO BOUGHT THESE DOCUMENTS

FAS Performance-Based Comp & Bonuses Guidelines & Sample Plan 7-page PDF document $29.00 Author: Karen Reitor, Communique Productions Inc FAS Performance Management	FAS Finance & Accounting Position Desc & Performance Expectations 3-page PDF document $20.00 Author: Karen Reitor, Communique Productions Inc FAS Performance Management	FAS Calendar Manager/Meeting Planner Performance Assessment 6-page PDF document $29.00 Author: Karen Reitor, Communique Productions Inc FAS Performance Management	Case Analyst, Paraplanner & Trader Position Desc 3-page PDF document $20.00 Author: Karen Reitor, Communique Productions Inc FAS Performance Management
FAS Client Concierge/Office Coordinator Position Desc/Performance Expectations 4-page PDF document $20.00 Author: Karen Reitor, Communique Productions Inc FAS Performance Management	Assoc Financial Advisor Position Desc & Performance Expectations 3-page PDF document $20.00 Author: Karen Reitor, Communique Productions Inc FAS Performance Management	FAS Operations Manager & Lead Planner Performance Assessment 6-page PDF document $29.00 Author: Karen Reitor, Communique Productions Inc FAS Performance Management	FAS Business Processor Performance Assessment 6-page PDF document $29.00 Author: Karen Reitor, Communique Productions Inc FAS Performance Management
FAS Client Care Process Standards and Quality Metrics 14-page PDF document $39.00 Author: Karen Reitor, Communique Productions Inc FAS Performance Management	FAS Client Care Specialist Performance Assessment 6-page PDF document $29.00 Author: Karen Reitor, Communique Productions Inc FAS Performance Management	FAS Marketing & Branding Coordinator Position Desc & Performance Expectations 3-page PDF document $20.00 Author: Karen Reitor, Communique Productions Inc FAS Performance Management	Financial Advising "Soft Skills" Interviewing Instrument 9-page PDF document $29.00 Author: Karen Reitor, Communique Productions Inc FAS Performance Management