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Financial planning associate/Paraplanner

Highly motivated solutions focused professional with extensive experience and impressive track record. Combine sound resource management and interpersonal skills to enhance productivity, quality, client satisfaction and overall bottom line performance.

Work Preferences

Desired Salary: 40,000 - 50,000 per year

Availability: Immediately

Desired Job Type: Any Type

Can Travel for Work: Interstate Only

Highest Education Level: Masters Degree

Current Location: Melbourne

Relocation: Will Consider Relocation to;

: Perth

Residency / Visa: Australian Permament Resident

Skills Profile

Client Service Manager

Financial Planning Assistant

Technical Skills	Skill	Last Used	Yrs. Exp.
	Microsoft Office	2011	10

Other Skills: Communication skills:Excellent communicator both verbal and written. Able to communicate complex issues to different audiences effectively. Relationship Management:Proven track record in building long term customer relationships for the benefit of all parties. Leadership:Experience in leading small teams to achieve demanding targets. I am self motivated and results oriented. I also have experience in small project managements. Administrative skills:Experience working in highly regulated work place environments.Very accurate in record keeping and other administrative functions in financial services.

Employment History

Job Title: Small business specialist

Industry: Financial Services

04/2010 to 04/2011: HSBC Bank (London, United Kingdom)

Work Profile:

•Local Business specialist looking after small business. Reporting to areabusiness manager and liaising with commercial manager.

•Serving existing business customer needs and actively acquiring new business.Also assisting customer’s with lending, savings, business and lifestyleprotection.

•Acted as assistant manager of the local branch, leading the branch team in theabsence of the manager and helping to formulate branch strategy, reporting andcoaching.

Achievements:

Look after Small Businesses with up to ₤2mt/o in an affluent locality in London.

Achieved 120% of the acquisitions andSwitcher targets for the first 3 months of the year and beat plan by 15% lastyear. Increase lending by ₤75k for 2011 with further ₤250k referrals toCommercial banking. Increase business deposits by 2M helping the local branchto achieve maximum in business strategic balance.

Job Title: Customer service officer

Industry: Financial Services

08/2006 to 03/2010: HSBC Bank Plc.

• Looking after personal retail customersassisting them with their lending, savings and financial planning needs.

• Branch’s designated mortgage specialist,acting as the first point of contact for home buyers. Increase mortgageactivity through pro-active contacting and enhancing skills of other staff.

• As a senior member contributed to achievingbranch targets and consistently exceeded personal targets.

Qualifications

Completed	Institution	Degree / Qualification
2004	University of East London	MBA
1998	University of Delhi- India	BSc
2002	Chartered Institute of Marketing	Post.Grad Dip in Marketing

Work Related Training & Certification

Completed	Institution	Training / Certification
2012	Pinnacle financial services academy	Diploma in financial planning (RG146)

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