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Business Development/ Broker Consulting

2.5 years paraplanning and financial planning experience, including: retirement planning, investment planning, estate planning, tax planning. risk planning. New role in busines development for past 10 months. Responsibilities include developing and retaining business relating to a number of different business units such as: asset management, unit trusts, mortgage fund managers, life, private client portfolio management, multi-management funds. I am a current Certified Financial Planner.

Work Preferences

Desired Salary: Negotiable per year

Availability: > 4 Weeks

Desired Job Type: Full Time

Can Travel for Work: Extensively

Highest Education Level: Bachelor Degree

Current Location: Other - Outside Australia

Willing to relocate?: Yes

Residency / Visa: I Require Sponsorship

Skills Profile

Financial Advisor/Associate

Financial Planner (High-Net-Worth)

Financial Planner (Retail)

Financial Planner (Risk Focused)

Financial Planning Assistant

Graduate Positions

Insurance (general)

Insurance (Life)

Paraplanner

Skill	Last Used	Yrs. Exp.
Financial Planning Tools	2011	3
Information Technology (general)	2011	3
MS Word, Excel, Powerpoint, Outlook (Office)	2011	3

Other Skills: Excellent understanding of all systems and processes in work environment.

Employment History

Job Title: Business Development Consultant

Industry: Financial Services

11/2010 to Current: Developing and retaining business for Absa Investments. I represent seven business units which include the following:

- Absa Asset Management (Institutional)
- Absa Investment Management Services (Linked Investment Service Provider)
- Absa Fund Managers (Unit trusts)
- Absa Mortgage Fund Managers
- Absa Asset Management Private Clients
- Absa Multi Management
- Absa Stockbroking

I work predominantly with the Independant Financial Advisor market with the primary goal of growing market share.

Job Title: Financial Planner

Industry: Financial Services

06/2008 to 10/2010: Setting up appointments
Prospecting new clients
Loading client information
Preparing for meetings
Minutes
Attending and resolving client queries
Giving financial advice
- Investment Planning
- Estate Planning
- Retirement Planning
- Risk Planning
- Tax Planning
Drafting of Record of Advice
Investment modelling
Quotations
Preparing proposals
Research
Compliance
General assistance where necessary

Qualifications

Completed	Institution	Degree / Qualification
2007	University of Kwa-Zulu Natal	Bachelor of Business Science
2009	University of the Free State	Post Graduate Diploma in Financial Planning

Work Related Training & Certification

Completed	Institution	Training / Certification
2008	Financial Planning Institute of South Africa	Registered Financial Planner 1

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