[supsystic-table-diagram id='3']
Weeks per year | 52 |
Vacation and sick leave | 6 |
Net weeks | 46 |
Hours per week | 38 |
Hours per year | 1748 |
Role | Abbreviation | Salary | Oncost | Total Cost | Hours Per Year | Utilisation % | Hourly Rate To Recover Cost |
Financial Planner | FP | 120000 | 36000 | 156000 | 1725 | 0.5 | 180.8696 |
Paraplanner (AU) | PP (AU) | 90000 | 27000 | 117000 | 1725 | 0.75 | 90.4348 |
Paraplanner (VBP) | PP (VBP) | 42000 | 0 | 42000 | 1725 | 0.75 | 32.4638 |
Client Service Officer | CSO (AU) | 60000 | 18000 | 78000 | 1725 | 0.75 | 60.2899 |
Financial Planning Assistant (VBP) | FPA (VBP) | 28320 | 0 | 28320 | 1725 | 0.75 | 21.8899 |
[SUPSYSTIC-TABLES-CELL-FULL ID=5 ROW=6 COL=H] |
Advice process stage | FP | CSO (could be done by FPA) | PP | CSO | Total |
Before first meeting | 0.25 | 0 | 0 | 0 | 0.25 |
First meeting | 2 | 0 | 0 | 0 | 2 |
After first meeting | 3 | 2 | 0 | 0.5 | 5.5 |
Product and strategy research | 3 | 14 | 2.5 | 0 | 19.5 |
SOA preparation | 0 | 0 | 8 | 0 | 8 |
Implementation preparation | 0 | 3.5 | 0 | 0 | 3.5 |
Before advice presentation | 0 | 0 | 0 | 0.25 | 0.25 |
Advice presentation meeting | 2 | 0 | 0 | 0 | 2 |
After advice presentation | 0.5 | 1 | 0 | 0 | 1.5 |
Implementation | 0 | 7 | 0 | 0.5 | 7.5 |
Total time | |||||
Hours | 10.75 | 27.5 | 10.5 | 1.25 | 50 |
Cost | |||||
Cost per hour | 200 | #NAME? | #NAME? | #NAME? | |
Total cost | 2150 | #NAME? | #NAME? | #NAME? | #NAME? |
Advice process stage | FP | CSO (could be done by FPA) | PP | CSO | Total |
Before first meeting | 0.25 | 0 | 0 | 0 | 0.25 |
First meeting | 2 | 0 | 0 | 0 | 2 |
After first meeting | 3 | 2 | 0 | 0.5 | 5.5 |
Product and strategy research | 3 | 14 | 2.5 | 0 | 19.5 |
SOA preparation | 0 | 0 | 8 | 0 | 8 |
Implementation preparation | 0 | 3.5 | 0 | 0 | 3.5 |
Before advice presentation | 0 | 0 | 0 | 0.25 | 0.25 |
Advice presentation meeting | 2 | 0 | 0 | 0 | 2 |
After advice presentation | 0.5 | 1 | 0 | 0 | 1.5 |
Implementation | 0 | 7 | 0 | 0.5 | 7.5 |
Total time | |||||
Hours | 10.75 | 27.5 | 10.5 | 1.25 | 50 |
Cost | |||||
Cost per hour | 200 | #NAME? | #NAME? | #NAME? | |
Total cost | 2150 | #NAME? | #NAME? | #NAME? | #NAME? |
[SUPSYSTIC-TABLES-CELL-FULL ID=5 ROW=6 COL=H]