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Here are the latest Insurance (general) Resumes

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.

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Resume 3055 : Entry Level/Trainee Financial Planer

  • Melbourne
  • 25/hr
  • Preferred Job Type : Any Type
  • Updated 01-Feb-12

I am professionally qualified in Sales and Marketing and in Accounting. Recently I have qualified in Diploma in Financial Services (RG146), hence I would like to obtain an industrial exposure in Financial Planning Industry. Currently I’m working at Sportsmart Pvt. Ltd as an Accounts Receivable Officer (Melbourne). I’m passionate about helping people, empower themselves to achieve their financial goals. I have two years experience in the retail trade (Supermarket) in Australian market as Merc

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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.

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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.

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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.

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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

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Resume 2795 : Client Service Representative

  • Sydney
  • 40k-50k
  • Preferred Job Type : Full Time
  • Updated 26-Jan-12

- Able to maintain excellent customer satisfaction and quality of customer service. - Confident communication and ability to communicate at different levels, verbal and written. - Extremely productive in a high volume and pressure driven environment with an attention to detail. - Relationship management of Insurance providers and customers. - Competent use of Microsoft Office program, Word, Excel and Outlook. - Supportive to team members and maintaining happy, fun working environment.

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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.

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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

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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.

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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

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Resume 2310 : Financial Planner

  • WA Other
  • 60k-80k
  • Preferred Job Type : Full Time
  • Updated 03-Dec-11

currently employed in the Bank Industry as a Senior Banking Advisor (retail). Prior to this, I was self employed as a Licenced Finance Broker. I have completed the following; Diploma in Finance Mortgage Lending, Diploma in Financial Planning and currently studying my Advanced Diploma In Financial Planning. I have exceptional customer skills, sales skills, have extensive knowledge in lending for consumers and business. My clients when self employed included personal customers and business

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Resume 2346 : Para Planning/ Financial Planning

  • Melbourne
  • 60k
  • Preferred Job Type : Full Time
  • Updated 07-Nov-11

 Can-do graduate team player equipped with proven financial services experience in administration, sales and team support, ready to provide hands-on operational assistance to teams and managers, performing tasks that comply with QA / legal standards.  Confident English communicator and negotiator with strong background in Customer Service & Client Relationship Management- including frontline sales, telemarketing and helpdesk activities

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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

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Resume 496 : para planner associate financial planner

  • Perth
  • 55k-85k
  • Preferred Job Type : Any Type
  • Updated 09-Apr-11

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

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Resume 513 : Paraplanner/Junior Planner

  • VIC Other
  • 55k-65k
  • Preferred Job Type : Full Time
  • Updated 28-Mar-11

Worked in the Banking & Finance Sectors for many years. Have over 20 years Customer Service experience. I posess good intermediate computer skills: MSword, Office, Outllook, MYOB and Excel. Strong communication and telephone skills.

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Resume 866 : Trainee Financial Advisor

  • Sydney
  • 45k-60k
  • Preferred Job Type : Full Time
  • Updated 02-Feb-11

- Strong interest and motivation to help people achieve financial goals. - Well organised. - Strong financial services product knowledge. - Experience working in client services (phone based). - Experience in building relationships with clients through previous work as a personal fitness trainer. - Hard working. - RG146 Compliant. - Completed Diploma of Financial Services (Financial Planning) through Kaplan Education.

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Resume 175 : Financial Planner

  • Adelaide
  • 80k-100k
  • Preferred Job Type : Contract or Temporary
  • Updated 24-Nov-10

Financial Planner of AMP Horizons Mortgage administration and processing for brokers Superannuation administration for financial planner's clients Managed funds, Super accounts client services Wrap platform administration

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Resume 211 : Planner Assistant, Office Manager

  • Sydney
  • neg
  • Preferred Job Type : Part Time
  • Updated 21-Nov-10

Two years BT Adviser Relations liaising with external financial planners about their clients BT products, including personal and corporate super, unit trusts, enhanced cash, insurance and private products. Part of my role was to assist planners to prepare to present to potential clients. Eight months Office manager/Planner Assistant to private pank planner including SoAAs. 1 year Relationship Manager to private banking clients Two years Policy Manager at a finance industry association

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Resume 281 : Certified Financial Planner

  • Melbourne
  • 45k-65k
  • Preferred Job Type : Full Time
  • Updated 09-Oct-10

Customer Service, Sales, Insurance Advice, financial services, Insurance & Superannuation plans, Statement of Advice, Team Management experience

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