Client Service Manager Resumes @ FPA Job Search

Resume 520 : Financial Advisor

Sydney
70k-85k

Preferred Job Type : Full Time
Updated 28-Jan-12

Profile: Value base financial planner, efficient and organized professional with extensive experience in Financial Planning and accounting systems. Possess strong analytical and problem solving skills, with the ability to make well thought out decisions. Excellent written and verbal communication skills. Highly trustworthy and ethical. Currently Financial Adviser at TK Financial Services Education: Master in business administration,

Resume 2554 : financial planner

Sydney
50k-100k

Preferred Job Type : Full Time
Updated 26-Jan-12

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.

Resume 59 : Paraplanner, Client Services Manager, FP Assistant

NSW Other
50k-55k

Preferred Job Type : Any Type
Updated 26-Jan-12

Currently completing Adv Diploma Financial Planning Diploma Financial Planning Frontline Management Secretarial Diploma Travel and Tourism Diploma

Resume 2758 : Finance Adviser - Stock Broker - Para Planner

Adelaide
50k neg

Preferred Job Type : Full Time
Updated 16-Jan-12

Employed at Bell Potter Securities, my numbers of clients have increased dramatically via personal marketing and advertising, also increasing the amount of meetings held with Accountants and Financial Planners. The clients i looked after held accounts in Self Managed Super-funds, Trust accounts, individual and joint accounts and company accounts. I have also been employed before as a a Junior Stock Broker, Para Planner, Financial Planning Assistant and a team leader in Empire Marketing Group.

Resume 2849 : Paraplanner or General Administration

NSW Other
40k-80k

Preferred Job Type : Any Type
Updated 14-Jan-12

Excellent computer skills. Builds rapport with clients quickly. Exceptional mathematical skills. Highly motivated and willing to start at the bottom. Over 10 years experience managing a variety of businesses in different sectors. Financial control, monitoring & development of budgets for business, and for individual clients. Currently completing FNS50804 Diploma of Financial Services (Financial Planning).

Resume 2680 : office job

Adelaide
25k-35k

Preferred Job Type : Any Type
Updated 14-Jan-12

Knowledge of MS office, i.e. MS word, excel, powerpoint etc. Also have a good knowledge of XML. I have a four five year experience of editing in the publishing house.

Resume 2917 : Financial planning associate/Paraplanner

Melbourne
40k-50k

Preferred Job Type : Any Type
Updated 13-Jan-12

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.

Resume 1900 : Paraplanner

Adelaide
55k

Preferred Job Type : Contract or Temporary
Updated 07-Nov-11

A teritary qualified Financial planner with 2 yrs experience in the Banking &Financial Services Industry. Key Competencies Include :Client Financial Data Management,Preparation Of SOA ,Portfolio Management. At my previous role I was involved in the full financial planning process including developing strategies, recommendations and implementations. A highly organized individual and a goal-oriented professional who is resourceful, creative and possesses a high level of initiative and energy

Resume 1815 : Paraplanner/Assistant Financial Planner

Melbourne
60k-85k

Preferred Job Type : Part Time
Updated 22-Oct-11

I can offer over 12 years experience in the financial services industry dealing with Financial Planners and customers. I have completed a Diploma in Financial Planning and have experience dealing with Investments, Life Insurance, Superannuation and Retirement products. I have exceptional communication and client service skills and am very personable. My motto in life is that anything can be achieved if it can be believed!

Resume 2135 : Client Services Manager /Para Planner

Melbourne
70k

Preferred Job Type : Full Time
Updated 28-Sep-11

Twenty Years Business Development Experience in Financial Services looking to make a change in career direction from lending to financial planning.

Resume 650 : paraplanner

Melbourne
60k-90k

Preferred Job Type : Full Time
Updated 20-Sep-11

8 years in the financial sector experience as a business development manager and a practice development manager, working within the IT side as wel. Enjoy client relationship building and helping/supporting with the goal of growth and prospoer on both sides.

Resume 1378 : Paraplanner

Brisbane
35-45/hr

Preferred Job Type : Contract or Temporary
Updated 04-Sep-11

• 10 years in Paraplanning, constructing financial plans including limited advice, comprehensive, risk, investment and investment reviews • Margin lending specialist • Strong financial planning technical skills including HNW clients, SMSF and trusts • Solid knowledge of managed funds that are likely to be found on dealers’ approved product lists * Excellent keyboard skills, Microsoft Office, VisiPlan, Coin, Midwinter * Quick to learn new systems and software

Resume 1746 : Practice Manager

Sydney
60k-80k

Preferred Job Type : Any Type
Updated 08-Aug-11

Management of SME Financial Planning and Accountancy practice. Proficient in Visiplan and COIN. Established CRM, processes and procedures, costing for fee for only servicing. Created tiered service level agreements, maintained website, wrote newsletters, managed facilities and PA assistance to one Director including client contact, transacting, reporting and post meeting review correspondence. Business Planning. Currently setting up back office, processes and policy for a new Financial Planner

Resume 114 : Xplan or Practice / Relationship Management

Melbourne
110k-120k

Preferred Job Type : Full Time
Updated 16-Jul-11

Excellent skills customising / developing Xplan site. Can build Wizards, Threads etc and code templates. Managed a national panel. Have experience in Practice Management also. Open minded in relation to future roles. Ethical and dedicated and work extremely well under pressure.

Resume 795 : Financial Advisor/Financial Planner

Melbourne
20-40/hr

Preferred Job Type : Full Time
Updated 27-May-11

-Strong analytical skills; experience with variance and ratio analysis, present value concepts, and financial models - Strong written, verbal, and interpersonal skills; ability to work independently or as a part of a team - Excellent problem solving and strong leadership skills - Self-starter with the insight and vision to propose changes even in the face of strong opposition - Ability to prioritize work efficiently across a wide range of responsibilities.

Resume 1547 : Financial Planning - mature student

Sydney
35k-70k

Preferred Job Type : Any Type
Updated 02-May-11

Diploma in Fin Planning 2010, Rockdale TAFE Professional Project Management and budgeting skills Professional Consulting experience Strong presentation skills, training and public speaking skills High proficiency at MS Office, esp. EXCEL Highly proficient at communicating technical information for non-technical clients Experienced at working with senior management in companies around the world

Resume 1321 : Paraplanner

QLD Other
30-50/hr

Preferred Job Type : Any Type
Updated 23-Apr-11

I have a BA (hons) degree in Economics and am DFP qualified. I have worked in the financial services industry for 14 years in a range of roles from customer service through to financial planning. I currently run my own business as a contract paraplanner for a number of AMP authorised companies. I am fully conversant with COIN, Visiplan and MWT financial planning software. I am hard working, dedicated and have a high level of attention to detail.

Resume 1060 : Financial Planner

VIC Other
50k neg

Preferred Job Type : Any Type
Updated 22-Apr-11

Key skills: excellent customer rapport ability to solve problems Ability to relate and put customers at ease. Run seminars Not afraid to call people Market from a data base Understand the need to care for customers 1996-2003 worked as a financial planner with AMP 2005-2007 Reverse mortgage consultant 2009-current working as a paraplanner/AMC for a financial planner with AMP

Resume 1481 : Financial Planning Assistant

Brisbane
30k-55k

Preferred Job Type : Any Type
Updated 20-Apr-11

• Management of client accounts and direct debits (set up, alteration, suspension and cancelation) • Management of Monthly Accounts (MYOB) • Customer Service and answering client enquiries about their account • Manage bills payable and weekly wages • Responsible for incoming client and enquiry calls • Management of Trainers schedules • Responsible for presentation of Studio • Stock-take and reorder of supplies • Extensive MS skills (word, excel) as well as Google Docs experience

Resume 1343 : Risk Paraplanner

Sydney
60/hr

Preferred Job Type : Contract or Temporary
Updated 06-Apr-11

* Risk focused Paraplanner * 5 years experience in paraplanning * over 10 years experience in Financial Services * Tertiary qualified * Diploma in Financial Planning * Authorised Representative * "A" grade SOA's as per yearly audits * Justice of the Peace

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