The Prova Pack is a Human Capital Toolkit designed specifically to support Financial Planning Practices. We have multiple documents available for our clients to access to enhance their HR processes which are listed below. We also have expert consultants to assist our clients to:
  • Build high performance teams 
  •  Negotiate difficult situations including succession planning 
  •  Help deal with unfair dismissals & disputes and help solve them if you can't 
  •  Develop strategy development 
  •  Assist with employment contracts, policies and procedures and staff handbooks 
  •  Mediations 
  • plus much more For enquiries regarding our services, please contact us at: Email: support@prova.com.au or phone: 1300 4 Prova
  The following core documents are available from Prova to support your Practice’s Human Capital procedures and initiatives
  • Best Practice Recruitment and Selection Guide including:
      • Planning your recruitment activity
      • Attracting candidates
      • The selection process
      • Appointing and onboarding candidates
  • Recruitment and selection process guide and checklist
  • Employment Readiness Fact Find
  • Position Analysis Template 
  • Remuneration Reviews
  • Position Analysis Template
  • Position Description Templates for:
        • Associate Financial Advisor
        • Financial Advisor
        • Paraplanner
        • Practice/General Manager
        • Client Service Administrator
        • Loans Processing Officer
        • Mortgage Broker
  • Example advertisements for:
        • Senior Financial Planner
        • Paraplanner
        • Client Service Administrator
  • Applicant Shortlisting Template 
  • Sample Unsuccessful Application Response
Telephone Screening Template
  • Interview Guide Templates for:
        • Financial Advisor
        • Generic
  • Sample Unsuccessful Interview Response 
  • Candidate Reference Check Template 
  • Sample Employment Contract
  • Induction Program and Supporting Checklist 
  • Probation Review Guide Template 
  • Letter of Offer 
  • KPIs for the following roles:
        • Client Service Manager or Administration Coordinator
        • Financial Adviser
        • Paraplanner
        • Practice Manager
        • Receptionist or Office Manager
  • Performance Appraisal including:
        • Incentives Template
        • Review template
        • Checklist
  • Guides including:
        • Communication Fundamentals
        • Leadership and Communication
        • Stress Management Tips
  • and many more  
    •                       PROVA Profiling Pty Ltd