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Financial Planning/Paraplanner

Part time Paraplanner. 11 years experience in providing solutions for AMP supported software, financial planning software COIN, MWT and VisiPlan, complex desktop issues and technical troubleshooting of WIN7, Vista, XP Pro, and MS Office; Develop adviser relationships and resolve problems within specified timeframe through the process of first and secondary support and training in the AMP systems and associated software;

Work Preferences

Desired Salary: 55,000 - 70,000 per year

Availability: Immediately

Desired Job Type: Part Time

Can Travel for Work: Interstate Only

Highest Education Level: High School

Current Location: Gold Coast

Willing to relocate?: No

Residency / Visa: Australian Citizen

Skills Profile

Other

Paraplanner

Skill	Last Used	Yrs. Exp.
1st and 2nd level support via Remote software – Citrix Online (Gotoassist)	2011	10
ACT – Client database	2008	3
Coin	2011	3
Excel	2011	5
Infra (MITTS) and HEAT call logging systems	2010	10
Microsft office Word 2010 and Outlook 2010	2011	15
MoneyWise	2011	6
MS Windows 7, Vista and XP Software	2011	5

Other Skills: Strong focus on identifying customer needs and solutions; Adaptable to change; Attention to detail Quick learner; Well-developed verbal communication skills including negotiation, tact and diplomacy when working with team members and clients at all levels within an organisation; Excellent problem solving and diagnosis skills in addition to customer service/telephone skills; Strong ability to work in a team environment, deal with change easily and to adapt to different organisational cultures; Ability to deal with various projects unaided, to work under pressure and to prioritise; Practical with a motivated and mature approach to projects and work tasks.

Employment History

Job Title: Paraplanner

Industry: Financial Services

10/2010 to Current: Obtain client information and Recommendations from the Planner;

Analyse client data and;

Analyse planner recommendations and strategies;

Model client data, recommendations and strategies to obtain optimal solutions for the client using Financial planning software such as Coin and Moneywise;

Prepare Statement of Advice for client.

Job Title: Help Desk Analyst

Industry: Financial Services

09/1999 to 08/2010: Perform remote desktop management of problems and liaise with 3rd level and remote support staff to understand and resolve issues;

Assist team members with outstanding calls to ensure service levels are maintained;

Maintenance and management of individual call groups;

Continually update understanding of internal lodging processes, AMP products and the overall financial planning industry through close association with planners in the AMP Gold Coast region.

Provide technical and functional solutions for AMP supported software, financial planning software COIN, MWT and VisiPlan, complex desktop issues and technical troubleshooting of WIN7, Vista, XP Pro, and MS Office;

Develop adviser relationships and resolve IT problems within specified timeframe through the process of first and secondary support and training in the AMP systems and associated software;

Work Related Training & Certification

Completed	Institution	Training / Certification
2005	AMP	Diploma of Financial Services (Financial Planning
2005	HDAA	Certified help Desk Anyalyst
2007	Farsta	Cetificate in Mortgage Broking
2009	Coin	Coin Certifcation