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ParaPlanner/client Relations Manager

Paraplanning to dealership compliancy standards, using the following software; Midwinter, and have experience in COIN & XPlan. Implementation of strategy for Superannuation and investment, including liason with product providers & client follow up. Annual Reviews of clients portfolios including switching & reweighting of funds. Submit loans, and follow-up for mortgage broker, with clients & product providers. Organizing Seminars & client events

Work Preferences

Desired Salary: 60,000 - 65,000 per year

Availability: 3 Weeks

Desired Job Type: Full Time

Can Travel for Work: Moderately

Highest Education Level: Diploma/Certificate

Current Location: Perth

Willing to relocate?: No

Residency / Visa: Australian Citizen

Skills Profile

Client Service Manager

Insurance (Life)

Paraplanner

Portfolio Administrator

Superannuation Administrator

Skill	Last Used	Yrs. Exp.
Advance features of Office;Word, Excel, Powerpoint		10
Coin		3
Mail merge, e-mail & letters		10
Midwinter	2010	3
NLINK	2010	3

Employment History

Job Title: Client Relations Manager

Industry: Financial Services

07/2007 to Current: yer ter

Job Title: Team Leader - RentSmart

Industry: Accounting and Finance

01/2005 to 06/2007: Team leader of the Clecctions team, management Reporting, and managing all aspects of debt collection for QLD including Skip tracing and registering defaults with

Job Title: Debt Collections- Citibank London

Industry: Accounting and Finance

01/1997 to Current: Debt collecting on double glazing & vehicles

Qualifications

Completed	Institution	Degree / Qualification
2010	Kaplan	Diploma of Financial Planning
2010	AMCC	Certificate iv in mortgage Broking & WA Supplementary
2008	TAFE Midland	Certificate iv in Computing- Softwareo
1990	Ambassador University- USA	Undergraduate- 1 year in Arts
1985	Cannington High School	TEE