Financial Planner (High-Net-Worth) Resumes @ FPA Job Search

Resume 2930 : Administration/Paraplanning/Advising

Sydney
25-35/hr

Preferred Job Type : Part Time
Updated 14-Feb-12

After taking a career break to raise my two young children, I am now keen to reenter the workforce on a part time basis. Ideally working school hours 2-3 days per week. I have worked as a paraplanner in both Sydney and London over approx 6 years, worked as a Financial Adviser in the UK for 2.5 years, and as a Technical and Research Manager. I also have a background in phone based client services. I resat my DFP in 2011 so am RG146 compliant. I would be able to increase my hours in 2013.

Resume 2983 : Investment Adviser/Manager

NSW Other
100k-150k

Preferred Job Type : Full Time
Updated 09-Feb-12

Currently area manager of a boutique financial planning firm, ideally (but not only) looking for a succession opportunity in regional NSW or QLD. Experience as a senior adviser with expert skills in direct share portfolio management, predominately in self-managed superannuation funds. Excellent communication skills, radio and TV media experience. Professional attitude and presentation, at ease with all levels of clients, including HNW clients. High-level postgrad qualifications in finance (CFA

Resume 520 : Financial Advisor

Sydney
70k-85k

Preferred Job Type : Full Time
Updated 09-Feb-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 893 : Financial Planning (High Networth)

Other - Outside Australia
150k-240k

Preferred Job Type : Full Time
Updated 07-Feb-12

I am South African, born and bred, and am a Certified Financial Planner. I have been advising clients for 18 year on financial matters. I have a strong positive personality, well experienced, zest for life, a strong sense of upholding integrity, and a tremendous passion for Financial Planning. I am married with two sons (19 & 14 yrs old). My wife is a Personal assistant and is well exposed to the Life Assurance industry too. My two boys have both represented our Province in Rugby, and Water

Resume 205 : Business Development/ Broker Consulting

Other - Outside Australia
neg

Preferred Job Type : Full Time
Updated 01-Feb-12

2.5 years paraplanning and financial planning experience, including: retirement planning, investment planning, estate planning, tax planning. risk planning. New role in busines development for past 10 months. Responsibilities include developing and retaining business relating to a number of different business units such as: asset management, unit trusts, mortgage fund managers, life, private client portfolio management, multi-management funds. I am a current Certified Financial Planner.

Resume 1903 : Financial Planner- Investment Specialist

Other - Outside Australia
100k-150k

Preferred Job Type : Full Time
Updated 01-Feb-12

Investments, Markets, Financial Planning,Life Insurance, Tax, Medical Aids, Estate Planning, Trusts, Offshore Investments. I have been advising clients on most aspects of financial planning for more than 15 years, specializing in investments. I have an absolute passion for Investments and believe that an investment is by definition something that returns and grows clients' wealth. I have a National Diploma in Unit Trusts & am busy with my CFP. I have done my RPE, specializing in Equities.

Resume 1559 : Financial Planner with RG146

Sydney
55k-95k

Preferred Job Type : Any Type
Updated 06-Dec-11

Dear Sir/ Madam, I have done my Diploma in Financial Planning from IIT and looking for an opportunity in the industry. Thanks Ashish Bansal

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 2283 : Senior Financial Planner

Sydney
90k-100k

Preferred Job Type : Full Time
Updated 22-Sep-11

I have spent 4 of the past 5 years as a Senior Financial Planner at WB Financial managing upwards of 100 relationships and providing completely holistic advice. My keys skills are in relationship building, analytics and organisation.

Resume 1980 : Financial Planning Manager

Hobart
80k-90k

Preferred Job Type : Full Time
Updated 15-Sep-11

I have been involved in the financial planning environment for 21 years as a financial planner, manager of a financial planning branch and a director of a financial planning practice. I hold an Advanced Postgraduate Diploma in Financial Planning and have recently completed the RG146 compliance process.

Resume 2031 : Senior Paraplanner/Operations Manager

ACT
80k neg

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

Twelve years in the financial planning industry including paraplanning, technical support, advising and management roles. Extensive knowledge of superannuation, SMSFs, planning process, SOA preparation/design and overall compliance. Experience with training and presenting. Varied experience with Visiplan, COIN and XPlan. CFP qualified.

Resume 1447 : Financial Planner

Other - Outside Australia
100k-160k

Preferred Job Type : Full Time
Updated 17-Jun-11

Estate planning, Risk Planning for Personal and business needs, Trust creation and wealth protection in South Africa. I have worked and Sold insurance policies in South Africa for the last 10 years for Liberty; Discovery; Momentum and Sanlam. For the last year I have been a tied agent for Liberty and been studying towards my CFP Credits. I currently have a Bcom in marketing and a further 120 credits at NQF6

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 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

Resume 675 : Financial Planner

Perth
neg

Preferred Job Type : Full Time
Updated 17-Mar-11

Certified Financial Planner with 20 years experience including previous 10+ years running own practice in Perth Western Australia. Current client base approx 50/50 pre & post retirement and currently advising on Risk, Superannuation and Investment. Seeking a long term overseas posting to South/East Asia.

Resume 445 : Financial Planner, Practice/Business Dev. Mngr.

Adelaide
90k-120k

Preferred Job Type : Full Time
Updated 14-Mar-11

* Certified Financial Planner (CFP) & SMSF Specialist Adviser (SSA) * Thorough knowledge of financial planning industry with over 20 years experience. * Strong written and verbal communication skills coupled with excellent interpersonal skills at all levels of an organisation. * Accomplished public speaker, including seminar co-ordination and professional presentation skills. * Excellent research, analytical, problem solving and strategic planning skills.

Resume 1238 : Associate / Financial Planner

Melbourne
90k-110k

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

Providing verbal and written advice to clients, primarily HNW with SMSFs, Trusts and individually held assets. Conduct initial and ongoing review meetings with clients, assisting them in exploring various strategies to satisfy their objectives while providing an education on technical aspects, as well as economic, market and specific company conditions. DFP and CFP qualified.

Resume 1153 : Any thing related to Finance / Accountancy

Melbourne
35k-50k

Preferred Job Type : Any Type
Updated 06-Feb-11

􀁹 Impressive academic record and demonstrated skills and ability to manage any tasks and duties assigned within deadlines, targets and goals 􀁹 Excellent training, coaching and mentoring skills 􀁹 Strong planning, organising and scheduling skills 􀁹 Highly effective team player and contributor 􀁹 Strong computer and software skills including MS Office, MYOB, Quickbooks and specialised Financial Planning packages 􀁹 Excellent interpersonal and communication skills 􀁹 Analytical and thoro

Resume 750 : Financial Adviser

VIC Other
75k neg

Preferred Job Type : Full Time
Updated 06-Feb-11

Have worked in the Financial Services industry since 2006. My experience has been in a large regional accounting practice as an Auth. Rep. of a Melbourne based Dealer Group. My areas of focus have been investment (within SMSF and standalone - providing advice on portfolios from $250k to $5m) and risk (both personal and business use/key person and buy-sell). Other responsibilities include maintenance of advice document templates, manage equities broker relationship and development of junior staff

Resume 699 : Financial Planner

QLD Other
65k-85k

Preferred Job Type : Full Time
Updated 19-Nov-10

5 years as a financial planner 16 years banking experience

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