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Paraplanner

I have a BA (hons) degree in Economics and am DFP qualified. I have worked in the financial services industry for 14 years in a range of roles from customer service through to financial planning. I currently run my own business as a contract paraplanner for a number of AMP authorised companies. I am fully conversant with COIN, Visiplan and MWT financial planning software. I am hard working, dedicated and have a high level of attention to detail.

Work Preferences

Desired Salary: 30 - 50 per hour

Availability: Immediately

Desired Job Type: Any Type

Can Travel for Work: Moderately

Highest Education Level: Bachelor Degree

Current Location: QLD Other

Willing to relocate?: No

Residency / Visa: Australian Permament Resident

Skills Profile

Client Service Manager

Financial Planner (Retail)

Financial Planning Assistant

Paraplanner

Skill	Last Used	Yrs. Exp.
COIN Financial Planning Software	2011	3
Microsoft Office	2011	16
MoneyWise Technology	2005	2
Visiaplan Financial Planning Software	2008	4

Employment History

Job Title: Paraplanner

Industry: Financial Services

02/2007 to Current: Contract Paraplanner - Rebecca White Paraplanning, Kinka Beach, QLD

Running my own business working on a contract basis for a number of well respected financial planning companies authorised by AMP. Completing high quality SoA's, RoA's and all other related documentation such as superannuation research at a competitive cost.

Job Title: Paraplanning Manager and Compliance Officer

Industry: Financial Services

01/2005 to 02/2007: Paraplanning Manager and Compliance Officer - Minerva Financial Strategies, Geelong, VIC

Managing the provision of comprehensive and compliant paraplanning services to a number of financial planners based in four different regional offices throughout Victoria. In addition, monitoring the ongoing professional development of the numerous financial planners within the company and ensuring that we continued to meet our compliance obligations.

Qualifications

Completed	Institution	Degree / Qualification
1997	University of East Anglia, Norwich, England	BA (hons) degree in Economics

Work Related Training & Certification

Completed	Institution	Training / Certification
2005	Tribeca	Diploma of Financial Planning
1998	Financial Planning Association	Financial Planning Certificate (FPC)

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