para planner associate financial planner

Communication skills: - Developing and writing reports to meet specific compliances Negotiate solution with client Develop excellent customer service skills and maintain good on-going relationship with client. Self-Management skills: - Planning own work schedule, monitoring and evaluate my own job performance Taking full responsibility for my work role, ensuring all appropriate procedures are followed Understanding and acting upon compliance implication • Work ethically, responsible, an

Work Preferences

Desired Salary

55,000 - 85,000 per year  

Availability

Immediately  

Desired Job Type

Any Type  

Can Travel for Work

Interstate Only  

Highest Education Level

Masters Degree  

Current Location

Perth  

Relocation

Will Consider Relocation to;

 

Sydney

Residency / Visa

Australian Permament Resident

Skills Profile

Employment History

Job Title

Personal/Private Banker (HNW)

Industry

Financial Services

11/2010 to Current

- Private banker handling High-Net-Worth clients

Job Title

Assistant Para-Planner

Industry

Industrial Products

08/2010 to 11/2010

-Assistant paraplanner providing administrative support to various financial planners.

-Providing insurance quote/comparison to financial planner for new and existing client.

-Investment portfolio review for existing client.

Job Title

self employed IT consultant

Industry

Computing - Consulting / Professional Services

07/2008 to 11/2010

•    Help customer to achieve a cost-effective network infrastructure •    Increase communication effectiveness through setting up new email
address and website.

Job Title

trainee team leader

Industry

Industrial Products

06/2008 to 01/2009

Achieves higher product quality by strictly following all compliances
rules and regulations 

•    Lower cost of production by maintaining good partnership with
suppllers

 •    Developed effective communication strategies, employees relationship
has been strengthen due to new effective communication strategic

Qualifications

Completed	Institution	Degree / Qualification
2010	Investment Banking Institute Australia	Diploma in Financial Services
2008	Curtin University	Postgraduate diploma in Commerce (marketing)
2007	Curtin University	Bachelor of commerce (marketing and e-commerce)

Work Related Training & Certification

Completed	Institution	Training / Certification
2010	Investment banking institute Australia	RG146