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financial planner

Communication , strategic planning, problem solving, people management, networking, training, recruitment, customer focus, creation of policy and procedures to implementation. To achieve goals set personally and in a company. The ability to make people feel at ease around me.

Work Preferences

Desired Salary
50,000 - 100,000 per year  
Availability
2 Weeks  
Desired Job Type
Full Time  
Can Travel for Work
Extensively  
Highest Education Level
Diploma/Certificate  
Current Location
Sydney  
Relocation
Will Consider Relocation to;
 
NSW Other
Residency / Visa
Australian Citizen

Skills Profile

Client Service Manager
Insurance (general)
Technical Skills Skill Last Used Yrs. Exp.  
  excel 2011 10  
  fidelio 2010 3  
  photoshop 2011 6  
Other Skills
Operations accountability of all financial aspects of business, People management, Training and recruitment, Formal business assessment and succession planning Stakeholder management, Financial report analysis, Strategic financial goal setting Creation and facilitation of business systems and processes

Employment History

Job Title
nrma
Industry
Financial Services
04/2011 to Current
Customer branch consultant Number one branch in network for the last two quaters i am currently sitting third in sales for the branch.
Job Title
nosh personel
Industry
Food, Beverage and Tobacco
04/2010 to 03/2011
Duties: • Running and co ordination on up to 15 board rooms • Co coordinating dinners for 10 – 200 people, cocktail parties for 20 – 500 at various venues • Cellar management • Team management • Barista skills • Organisation of setting up and turn around of rooms • Time management and organisation of the daily schedules • Ensuring all boardrooms and meetings rooms are in a pristine condition at all times • Working hands on with a motivated team to ensure 100% client satisfaction. Achievements: • Building of solid relationships with the Catering Managers, Executive Chefs and senior partners within the corporate companies. • Development of working relationship with Executive Chefs to ensure smooth running of meetings/ events and functions. • Working closely with the Catering Managers to ensure a full brief is given to all agency staff.
Job Title
general manager
Industry
Food, Beverage and Tobacco
02/2008 to 03/2010
Duties : • P&L accountability for the profitability of the site • Operational accountability to maintain consistent and high levels of service at all times • Training of staff in company service, standards, policies, procedures • Mystery dinner average of 91% • Financial audit average of 95% • Operational audit average of 96% • Company management recruitment inductions days • Developing product ideas with the marketing department for roll out across the UK. Achievements: • Mystery Dinner average p.a of 92% against a company of 90% • A capcon independent financial audit average p.a of 95 % comprising of all financials from banking to legal compliance for all staff. Against a company average of 91% • Operational audit average p.a of 96% comprising of OH&S, haccap, EHO compliance, Staff training, ELearning. • Company management recruitment inductions days • Developing product ideas with the marketing department for roll out across the UK. • During CFC we remained on target to budget and increased LFL growth of 3 %, we achieved this by cost control, great service and going the extra mile. • Creating a great local marketing strategy to help in getting the sales to put us into growth for 2009/2010. • With minimal staff turnover, development plans for all key staff and a dash of motivation we achieved a greater level of consistent service. • Increasing staff knowledge of world wines to be able to competently up sell and increase of our wine sales by 7.5% • Successfully implementing of succession plans for key manager’s two of whom successfully went through their assent days to become general managers. • Being a pilot restaurant for E learning in food hygiene and OH&S.
Job Title
general manager
Industry
Food, Beverage and Tobacco
01/2005 to 02/2008
Duties: • Full Profit &Loss accountability • Restaurant management • Managing and ensuring the correct opening and closing procedures are achieved as per company standard • Drive customer focused culture by serving as a role model in resolving customer issues and training Managers and staff to exceed customer service standards • Accurate reporting of daily/weekly financial and operational figures Achievement: • Restaurant audit consisting of OH&S, haccap, legal compliance and financials, average of 94% against a company average of 89% • Since beginning in Zizzi Sutton, LFL sales have increased by 3.9%, sales to date was 2.3% above budget on average 05 – 06.07 -08 saw LFL sales increase by 6% for the first two quarters and 4% in the last quarter • I have also reduced costs for labour from 26% to 24% and food from 25% to 23.6%. • Co-ordinating Management training programs and undertaking training of new general managers.

Qualifications

Completed Institution Degree / Qualification
2011 St george tafe dip of financial planning  
1997 lftus tafe dip of hospitality management