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Planner Assistant, Office Manager

Two years BT Adviser Relations liaising with external financial planners about their clients BT products, including personal and corporate super, unit trusts, enhanced cash, insurance and private products. Part of my role was to assist planners to prepare to present to potential clients. Eight months Office manager/Planner Assistant to private pank planner including SoAAs. 1 year Relationship Manager to private banking clients Two years Policy Manager at a finance industry association

Work Preferences

Desired Salary
Negotiable per year  
Availability
Immediately  
Desired Job Type
Part Time  
Can Travel for Work
Moderately  
Highest Education Level
Diploma/Certificate  
Current Location
Sydney  
Willing to relocate?
No
Residency / Visa
Australian Citizen

Skills Profile

Client Service Manager
Insurance (general)
Insurance (Life)
Other
Superannuation Administrator
Other Skills
I have completed my RG164 and understand the business of financial planners and their clients. I am passionate about the value of advice to individuals and their families and businesses.

Employment History

Job Title
Policy Manager
Industry
Financial Services
11/2007 to 11/2009

Government and Regulator liaison on industry issues.

Manage Board Committees and Working Groups including management and driving of strategic priorities and activities

Write submissions to Government on behalf of members
Editing technical submission written by up to a dozen different members
Organising meetings on industry issues (this can be a tough call as it canĀ involve coordinating up to a dozen diaries!)

Job Title
Personal Banking Manager
Industry
Financial Services
11/2007 to 11/2008

Exceeded all sales targets.

Winner of service and leadership awards

Management of portfolio of 200 high net worth clients

Working with financial planners and other referral partners
Job Title
Planner Assistant
Industry
Financial Services
03/2007 to 11/2007

Manage planner compliance.

Manage client needs

Write Statements of Additional Advice (SoAA)

Liaise with relationship managers and bankers

Manage client contact plans.

Qualifications

Completed Institution Degree / Qualification
2008 Tribeca PS146