Resume : 1343 Shortlist  |   |  Print

Risk Paraplanner

* Risk focused Paraplanner * 5 years experience in paraplanning * over 10 years experience in Financial Services * Tertiary qualified * Diploma in Financial Planning * Authorised Representative * "A" grade SOA's as per yearly audits * Justice of the Peace

Work Preferences

Desired Salary
60 per hour  
Availability
Immediately  
Desired Job Type
Contract or Temporary  
Can Travel for Work
Moderately  
Highest Education Level
Bachelor Degree  
Current Location
Sydney  
Willing to relocate?
No
Residency / Visa
Australian Citizen

Skills Profile

Client Service Manager
Financial Advisor/Associate
Financial Planner (High-Net-Worth)
Financial Planner (Risk Focused)
Financial Planning Assistant
Insurance (Life)
Paraplanner
Technical Skills Skill Last Used Yrs. Exp.  
  Microsoft Office, Outlook etc 2011 17  
  Olicc 2011 6  
  Xplan 2011 2  

Employment History

Job Title
Paraplanner/Adviers Assistant
Industry
Financial Services
07/2005 to Current
Paraplanner
Compliance officer
Office all rounder
PA
Job Title
Client Account Manager
Industry
Financial Services
01/2002 to 07/2005
Macquarie Equities (Macquarie Bank - Bond Street)

Qualifications

Completed Institution Degree / Qualification
1998 Uni Western Sydney Bachelor Arts Public Relations  
2006 Kaplan Diploma in Financial Services (Financial Planning)  

Work Related Training & Certification

Completed Institution Training / Certification
2010 Iress Xplan