HR Tool Kit

Human Resources Tool Kit for Financial Planning

Template library designed specifically for Financial Planning Advice Practices.

Develop best practice human resources tools in your business with our Human Resources Toolkit for Financial Planning, and enhance your talent attraction, on-boarding and retention capabilities.

All clients of Recruit 2 Advice receive free complimentary access to the online fully customisable library.

PRACTICE MANAGEMENT | FINANCIAL PLANNER | PARAPLANNER | CLIENTS SERVICES

• Position Descriptions
• Employment Contracts
• On-Boarding Templates
• Key Performance Indicators (KPI's)
• Review Process
• Behavioural Style Guide

Contact us to find out more and access the entire library.