Planning Consultant Job Description
Planning consultant
provides support to branches with the online financial planning platform and other financial and wealth planning services.
Planning Consultant Duties & Responsibilities
To write an effective planning consultant job description, begin by listing detailed duties, responsibilities and expectations. We have included planning consultant job description templates that you can modify and use.
Sample responsibilities for this position include:
Conducts an in-depth review of the client’s current estate planning documents and prepares a document summarizing what they have and educational information on other estate planning techniques they may want to consider implementing
Occasionally participates in the client presentations (primarily over the phone, however sometimes in person)
Responsible for making decisions related to supply allocations based on channel inventory, customer orders, gross margins,
Partner with all process stakeholders to enable service and sales force to execute strategies
Achieve global service targets through proactive management of a multi-site and multi-skilled environment
Develop and maintain strong working relationships with Process stakeholders ensuring collaboration, professionalism and cooperation against timelines and budget
Lead the escalation process for all capacity, forecasting, scheduling, site and global support related processes ensuring equal participation from all stakeholders including vendors
Provide ongoing advice and counsel for forecasting, resource planning efficiency and effectiveness, operational risk related issues/concerns and client care opportunities
Collaborate with vendor and local partners on any scheduling and/or intra-day process/issue resolution to achieve service targets and manage any unplanned events to meet/exceed site and global service targets
Act independently as a liaison between local Management, CPO management and Third Party management (IGATE) to ensure an on-going knowledge transfer of achievement of service goals is shared with all process stakeholders in a timely manner
Planning Consultant Qualifications
Qualifications for a job description may include education, certification, and experience.
Licensing or Certifications for Planning Consultant
List any licenses or certifications required by the position: CFP, PMP, SAP, HAZWOPER, APICS, JDA, SLCR, MCR, CGFM, CDFM
Education for Planning Consultant
Typically a job would require a certain level of education.
Employers hiring for the planning consultant job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and Master's Degree in MBA, Business, Finance, Public Administration, Engineering, Management, Accounting, Education, Economics, Business/Administration
Skills for Planning Consultant
Desired skills for planning consultant include:
Financial product offerings
Insurance
Brokerage
Estate planning
Financial planning and retirement planning
Money management
Financial planning software
Financial services market
Economy and industry trends will prepare you for this role
Investment management principles
Desired experience for planning consultant includes:
Lead the design, development and delivery of tool training
Deliver, on demand, to the core sales force advice, solutions and information related to wealth management products and services and on-line tools
Contribute as a subject matter expert to various FPAC and partner initiatives
Maintain expert level of knowledge of market and financial trends, 3rd party products and competitive offers, economics, taxation, compliance, regulatory and legal matters and communicate where and how events or conditions affect our clients
Establish and maintain organizational partnerships to keep knowledge current
Participate in internal and external courses to keep knowledge current and leading edge
Planning Consultant Examples
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Planning Consultant Job Description
Job Description Example
Our innovative and growing company is hiring for a planning consultant. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for planning consultant
- Collaborate with third party vendor (iGATE) and local partners on any scheduling and/or intra-day process/issue resolution to achieve service targets and manage any unplanned events to meet/exceed site and global service targets
- Act independently as a liaison between local Management, Capacity Planning Optimization (CPO) management and iGATE to ensure an on-going knowledge transfer of achievement of service goals is shared with all process stakeholders in a timely manner
- In collaboration with iGATE, Enhanced Performance Management (EPM) and CPO assists in identification of areas of improvement to better manage the centers performance
- Analyze trends and changes in client demand and applies current systems or processes and proactively communicate recommendations to business partners and management alike
- Review either CPO or EPM ad-hoc requests from the business users for reports or analysis and service the request on a timely basis
- Lead program communication & change management for EDO enterprise programs, specifically supporting the Atlas Data Lake
- Establish and maintain inventory management parameters for each material/plant in APO
- Work closely with Demand Forecaster to understand trial operating model and any constraints/issues with the demand forecast that have implications for the supply plan
- Reconcile pre-clinical and non-clinical demand forecasts in SAP
- Determine and execute planning heuristics in SAP/APO
Qualifications for planning consultant
- Establish and maintain awareness of external resources to assist in problem resolution
- Strong background in all aspects planning, with a preference for a deep understanding of supply planning, inventory management, forecasting, or materials management
- Minimum 2 years Production scheduling, deployment scheduling, materials scheduling, inventory management / MRP, & supply chain metrics
- 3-5 years of experience in financial services or sales required
- Ability to leverage consulting skills to tailor an approach for each FA based on their unique situation
- Knowledge and experience in data analysis using data analysis packages Excel, Access, SPSS Knowledge of VBA would be advantageous
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Planning Consultant Job Description
Job Description Example
Our innovative and growing company is hiring for a planning consultant. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for planning consultant
- Ensure NDP manufacturing plan meets the minimum dating requirements for the FING planned orders
- Provide plan to Plant Planners for capacity planning and scheduling at CMOs, collaborate and adjust as needed for issues
- Optimize plan across the supply chain to ensure demand and shelf-life requirements can be met
- Identify and communicate gaps in supply plan and decisions that need to be made
- Understand how the supply plan developed impacts the global Business Unit budget, and develop plan in alignment with the budget, as necessary
- Conduct branch visits to determine infrastructure, process and capacity requirements
- Monitor and action the SLA issues/concerns raised between RBB and other SBU's and GSF's
- Processing major planning applications in a timely manner, producing robust reports and recommendations to achieve desired and deliverable outcomes
- Undertaking pre-application discussions on major proposals, some under Planning Performance Agreements, being proactive and problem-solving to achieve deliverable outcomes in addition to preparing and presenting evidence on appeals for core and external clients
- Contributing to service improvements to achieve cost efficiency and effectiveness whilst project managing your work to ensure client KPI’s are met/exceeded in terms of timeliness and quality of output, adding value wherever possible
Qualifications for planning consultant
- Master’s degree or PhD in Transport Planning or related subject/social based discipline
- Knowledge and experience in transport modelling and forecasting and familiarity with WebTAG and/or experience in using relevant transport planning and simulation software packages SATURN, PARAMICS, CUBE, EMME, VISSIM, TUBA and spreadsheet modelling
- Direction & purpose
- Business & product awareness
- Development & coaching other members of a team
- Motivation & support
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Planning Consultant Job Description
Job Description Example
Our company is hiring for a planning consultant. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for planning consultant
- Provide consistently high professional advice on planning matters, including Environmental Impact and Strategic Environmental Assessments to clients and others as necessary
- Negotiate with applicants and agents in order to obtain high-quality outcomes within given time constraints set out in our contractual arrangements with our clients
- Provide concise, accurate, justified and timely reports in relation to major planning applications and pre-application discussions applying current legislation and planning policy as appropriate
- Co-ordinate and manage the delivery of SEA’s and EIA’s, including authoring non-specific report sections
- Be involved in service improvements and our business operations to ensure resilience competitive edge, efficiency and effectiveness going forward
- Support your peers and mentor more junior staff to ensure project and team targets are met and knowledge and expertise is shared whilst assisting to secure new and repeat work in the way you deliver projects
- Be flexible in terms of location and prepared to work on secondment if necessary
- Creating marketing material and client presentation illustrating the complex techniques used in planning addressing both legal and tax issues
- Respond to technical product and competitive positioning questions as appropriate
- Creates marketing material and client presentation illustrating the complex techniques used in planning addressing both legal and tax issues
Qualifications for planning consultant
- CFP/Pl.Fin
- Bachelors degree, preferably in health care or sciences related field
- 5+ years work experience in clinical trial research and/or supply chain
- Ability to develop strategies and make decisions in the absence of an obvious answer/approach
- Inventory and supply management expertise
- Clinical research/study expertise, including
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Planning Consultant Job Description
Job Description Example
Our innovative and growing company is hiring for a planning consultant. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for planning consultant
- Comply with all rules and regulations of selling securities as outlined by FINRA and SEC any guidelines established by the company
- Consult with Financial Advisors and their teams on how to use MoneyGuidePro to create financial plans and deliver recommendations to clients
- Understand and communicate the benefits of engaging clients in a goals-based relationship and drive productivity by using best-in-class tools to deliver an exceptional client experience
- Work with financial professionals to ensure they have the tools, support and resources they need to lead with planning in the disciplines of retirement, estate and wealth transfer
- Develop content / educational materials for Financial Advisor and client use on financial planning related topics
- Drive adoption of non-users of financial planning by developing job aids and other training materials
- Consults and collaborates with management and medical leadership in the development and assessment of clinical care line, business line and departmental plans
- Identifies business opportunities, develops proposals and business plans
- Serves as a key resource for management personnel at all levels to meet their needs for data and market information
- Creates, applies, and maintains information resources (e.g., environmental assessments, trends in customer needs, healthcare technology and treatment, regional market conditions)
Qualifications for planning consultant
- Primary work focuses on developing terminal concept plans, programming facility requirements, performing space analyses, preparing presentations and technical reports for the terminal planning group
- Project types vary across several practice areas, including terminal plans, terminal area plans, master plans, airfield layouts, parking facility plans, and sustainability studies
- Bachelor Degree in related field (Business, Finance, ), required
- Interpersonal and Inter-relational Skills - a good listener, especially when suggestions and feedback are offered
- Demonstrable experience of working as a senior/principal planning officer or consultant in the public/private sector
- A high level of knowledge and understanding and application of current and emerging environmental planning legislation
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Planning Consultant Job Description
Job Description Example
Our growing company is looking to fill the role of planning consultant. We appreciate you taking the time to review the list of qualifications and to apply for the position. If you don’t fill all of the qualifications, you may still be considered depending on your level of experience.
Responsibilities for planning consultant
- Planning studies and strategic advice
- Provide consistently high professional advice on planning matters to clients, members of the public, Councillors and others as necessary
- Negotiate with applicants and agents in order to obtain high quality outcomes within given time constraints set out in our contractual arrangements with our core client and a range of external clients
- Provide concise, accurate, justified and timely reports and recommendations on mainly minor and small major planning applications and pre application discussions applying current legislation and policy changes as appropriate
- Strong at working with executive egos
- Provide and maintain correspondence through email, office communicator, verbal communication for forecasting, scheduling, reports/data requests, employee time off maintenance (approved PTO and unapproved absences/FMLA)
- Evaluating strategic opportunities
- Creating analytics for strategic planning processes including evaluating environmental trends, assessing core capabilities, competitor profiling, and completing gap analyses
- Serves as lead for the team, may allocate work
- Candidate must be able to provide professional support by maintaining high standards of courtesy, listening skills, rapport building skills, client expectation management and handling difficult situations
Qualifications for planning consultant
- Some previous experience of leading technical workstreams or managing projects with a large technical component
- Undergraduate degree required, preferably in Urban Geography, Urban Planning or Economics
- Computer proficiency in MS Office (Outlook, Word and PowerPoint) and very strong skills in Excel
- Masters in Health Administration, Business Administration, Public Policy
- Project Management experience required- ability to manage multiple projects
- Strong relationship building skills and ability to consult with management and medical leadership