Financial Planner (Retail) Resumes @ FPA Job Search

Resume 3119 : any

NSW Other
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Preferred Job Type : Contract or Temporary
Updated 20-Feb-12

Dip finance mortgage broking. Cert IV financial planning. 2 years writing business in Coffs Harbour from Corporate superannuation, Risk, planning, business and residential loans. 10 years as bank Officer finishing as retail bank manager.

Resume 1033 : financial planning/paraplanner

Sydney
75k-80k

Preferred Job Type : Any Type
Updated 10-Feb-12

27 years experiencein financial services Graduate Diploma of Financial Planning RG146

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
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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 1991 : Financial Planner Assistant or Para Planner

Other - Outside Australia
40k-50k

Preferred Job Type : Full Time
Updated 31-Jan-12

RG 146 Registered with specialisations in Financial Planning, Life Insurance, Superannuation, Managed Investments, Securities, Foreign Exchange, Derivatives, Deposit Products and Non-Cash Payments. For the past 10 months I have been working in the USA (NEW YORK & NEW JERSEY area) in the trading industry and as well doing financial adminstration work.

Resume 2185 : Life and General Insurance Administrator

Other - Outside Australia
35k-40k

Preferred Job Type : Any Type
Updated 28-Jan-12

My main responsibilities as Policy Administrator are: process new business applications and post new business for life products, daily ensuring all operations are processed in a timely manner to agreed service levels; ensure the legislative requirements are met (ensure compliance of applications and business administration with anti money laundering regulations), ensuring familiarity with reports for internal and external customers.

Resume 2245 : Financial Planner / Paraplanner / Office Manager

Sydney
65k neg

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

Enjoys helping and advising others with expertise to guide and assist with decision making and problem solving. Handle new ideas and can express myself coherently in the written and spoken word. Excellent computer ability – Microsoft Office, Outlook, Excel, Exchange, Aqueous, Trigold, Mortgage Brain, Select a Pension, Quay Software and First Software. Learns from mistakes and I am a good listener and have a very understanding non judgemental nature and I am supportive of the people I work wit

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 1810 : Snr FP

Melbourne
100k-200k

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

providing comprehensive advice to clients for last 10 years with technical, sales and educational knowledge and work experience in USA and Australia

Resume 1635 : Financial Adviser

Sydney
50k-75k

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

PO Box 164 Ashfield NSW 1800 1/90-100 Edwin Street, Croydon, NSW Australia, 2132 Phone: 02 9799 8023 Fax: 02 9799 7083 Mobile: 0402 101 356 eyyup@accountant.com Eyyup Bevan JP CFP DFP SPAA MNIA FNTAA B.Comm Specializing in Business/Tax Consulting, Financial Planning, Superannuation, Risk Management, Estate Planning, Business Set-up and re-structuring.  A passion for people, the community and the financial markets.  Extraordinary interpersonal skills with a strong team o

Resume 305 : Financial Planner

Melbourne
40k-60k

Preferred Job Type : Full Time
Updated 31-May-11

18 months with CBA Financial Planning & 11 months with MGF Fnancial Planning (AMP). - Risk - Investents - Gearing - Super & Allocated Pensions - UK Pension Transfers - Centrelink

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 1381 : Employee Benefit Consultant or Financial Planner

Other - Outside Australia
60k-100k

Preferred Job Type : Full Time
Updated 30-Mar-11

I am employed as an Employee Benefit consultant, consulting to 20 large corporate pension funds. Both defined benefit and defined contribution funds. I am responsible for the investment strategies, the benefit design and any associated risk benefits. I hold a Post Grad Diploma in Financial Planning and a Bachelor of Commerce Degree in Risk Management. I am a Certified Financial Planner (R) and a member of the Financial Planning Institute of South Africa. I am also a member of the Golden Key Inte

Resume 675 : Financial Planner

Perth
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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.

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