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Licensed Case Analyst, Paraplanner & Trader Performance Assessment (PDF)
PDF document 6 Pages
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.
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.
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Source: Best Practices in FAS Performance Management PDF: Licensed Case Analyst, Paraplanner & Trader Performance Assessment PDF (PDF) Document, Karen Reitor, Communique Productions Inc
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Financial Advising Services (FAS) Performance Management
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