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Paraplanner

A teritary qualified Financial planner with 2 yrs experience in the Banking &Financial Services Industry. Key Competencies Include :Client Financial Data Management,Preparation Of SOA ,Portfolio Management. At my previous role I was involved in the full financial planning process including developing strategies, recommendations and implementations. A highly organized individual and a goal-oriented professional who is resourceful, creative and possesses a high level of initiative and energy

Work Preferences

Desired Salary: 55,000 per year

Availability: Immediately

Desired Job Type: Contract or Temporary

Can Travel for Work: Moderately

Highest Education Level: Masters Degree

Current Location: Adelaide

Relocation: Will Consider Relocation to;

: Sydney

Residency / Visa: Current Work Visa

Skills Profile

Client Service Manager

Financial Planner (High-Net-Worth)

Financial Planner (Retail)

Paraplanner

Portfolio Administrator

Technical Skills	Skill	Last Used	Yrs. Exp.
	MS Office	2011	5

Other Skills: Affable interpersonal and communication skills with a professional demeanour,Analytical and Numerical Skills,Tactical Approach towards Clients

Employment History

Job Title: Personal Financial Manager

Industry: Financial Services

06/2008 to 04/2011

Main Accountabilities

Analysed information and prepared plans best suited to individual clients' requirements.
Negotiated with product suppliers for the best possible rates.
Presented clients with information on new and existing products and services.
Built and maintained strong relationships with clients, helping them to track their progress over time.
Provided clients with a high level of individualized customer service.
Review accounts on a regular basis to ensure compliance with internal and external policies, guidelines, rules, and regulations.
Handled day-day administration tasks

Qualifications

Completed	Institution	Degree / Qualification
2008	AIMA,India	Post Graduate Diploma In Management Specialised in Finance
2006	Anna University ,India	Bachelor Of Engineering

Work Related Training & Certification

Completed	Institution	Training / Certification
2011	Kaplan	DFP-Pursuing

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