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Junior Planner/ Paraplanner - CFP in progress

I am currently finishing my four year University course in Financial Planning at Texas Tech University. I will graduate in December 2011 and will be sitting for the CFP in July 2012. Upon completion of the CFP in the states I will relocate to Australia and sit for the CFP in AU. If you are willing to hire me I will bring to your firm leadership skills, high-energy spirit, strong intellectual capacity, and an enthusiastic attitude needed to succeed. I am open to all options.

Work Preferences

Desired Salary: 50000 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

Relocation: Will Consider Relocation to;

: QLD Other

Residency / Visa: I Require Sponsorship

Skills Profile

Other

Paraplanner

Skill	Last Used	Yrs. Exp.
Coin	2011	1
Microsoft Office	2011	6
Money-Guide Pro	2011	2
Morningstar Office	2011	2
OneView	2011	1

Other Skills: Was awarded Top Asset Allocation and Financial Plan in the Financial Planning program at Texas Tech University 2011

Employment History

Job Title: Paraplanner

Industry: Financial Services

05/2011 to Current

This was an internship that was part of my University course in order to graduate.

I experienced many aspects of financial planning through the following:

Preparing statements of advice
Assisted the senior financial planners
Risk and cash flow assessments
Worked closely with the client services managers
Assisted in client recommendations
Help implement new client plans

Job Title: Retail Manager

Industry: Retail

01/2007 to 03/2011

Was the store manager for a sporting goods store. My duties are as followed:

Achieved the business goals and through the management of the seven employees
Analysed the business quaterley to help cut cost and establish a better business model

Qualifications

Completed	Institution	Degree / Qualification
2011	Texas Tech University	Bachelors in Personal Financial Planning
2010	Queensland University of Technology	General Studies

Work Related Training & Certification

Completed	Institution	Training / Certification
2011	Texas Tech	Training for CFP
2011	CFP Board	CFP in progress

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