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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 2268 : Entry level Financial Planner

  • QLD Other
  • 30k-50k
  • Preferred Job Type : Full Time
  • Updated 01-Feb-12

Effective communication, interpersonal, time management, analytical and organizational skills Excellent interview skills. Experienced in accounting, insurance, banking, education and construction industries. Proven analytical problem solving skills. Command of Microsoft Excel and Word, proven ability to adapt to any program or system. Tax Accountant for year and a half International Experience.

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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 2922 : Financial Planning

  • Sydney
  • 30k-50k
  • Preferred Job Type : Any Type
  • Updated 29-Jan-12

i have completed RG 146, in addition, i have experience in sales, retail,customer focused job.

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Resume 2930 : Administration/Paraplanning/Advising

  • Sydney
  • 25-35/hr
  • Preferred Job Type : Part Time
  • Updated 29-Jan-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.

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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 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,

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Resume 2983 : Investment Adviser/Manager

  • NSW Other
  • 100k-150k
  • Preferred Job Type : Full Time
  • Updated 27-Jan-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

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Resume 330 : CSM, Fin Plan Assistant, Graduate Position

  • Melbourne
  • neg
  • Preferred Job Type : Any Type
  • Updated 27-Jan-12

Excellent communicator, mature, friendly and can quickly establish rapport with clients. Experience in administration, teaching and small business. IT background (pre-FP) with extensive experience in computer systems. RG146 qualified.

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Resume 2577 : Financial Planner

  • NSW Other
  • 30k-150k
  • Preferred Job Type : Any Type
  • Updated 26-Jan-12

Graduated in MBA and Master of Applied Finance with Distinction from University of Newcastle in December 2010. My teamwork and social networking skills, and characteristics such as patience and self-management, knowledge sharing and continuous learning resulted in considerable benefits for the schools, institutes and universities I have worked for.

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Resume 2842 : Financial planner

  • VIC Other
  • 70k-80k
  • Preferred Job Type : Full Time
  • Updated 26-Jan-12

Sales -26 years in sales - successful at both an individual and management level Customer service - 26 years experience - dealing with large corporations to small businesses from a wide range of industries. Use to dealing with a range of socio economic classes Admin - strong admin skills developed from 15 years in management Financial - understanding of financial through the development of revenue and expense budgets, yield management and category budgets DFP diploma - completing last module

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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 2775 : Senior Paraplanner

  • Gold Coast
  • 70k-100k
  • Preferred Job Type : Full Time
  • Updated 26-Jan-12

Strategy development, planning & research Preparation of Statements of Advice Development of SoA templates and standard strategy texts Product Research Experience with management of up to five Paraplanners & coordination of up to ten Client Services Staff Use of Xplan software including IPS, IQM+ and Xtools+ modules

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Resume 2660 : Manager

  • Melbourne
  • neg
  • Preferred Job Type : Full Time
  • Updated 26-Jan-12

I am an experienced Financial Services and Financial Planning professional. I am a highly motivated individual with the ability to develop business and deliver results. A strategic thinker with acknowledged key account, sales & relationship management skills, and a natural ability to lead, manage & motivate a team to achieve sales, service, and revenue & profitability goals.

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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 2321 : Client service Graduate

  • Melbourne
  • 45k-55k
  • Preferred Job Type : Any Type
  • Updated 26-Jan-12

Extensive experience in client service and business partnering during 3 years in assurance at KPMG and in my current commercial analysis role. Strong communication abilities across all levels within organisations, from the training of new starters up to reporting to executives and partners. Solid track record of prioritising, meeting deadlines and working well in team environments.

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Resume 1427 : Financial Planner / Paraplanner

  • Sydney
  • 35k neg
  • Preferred Job Type : Full Time
  • Updated 26-Jan-12

Completed ADFS 1-3, currently finishing ADFS 4. Business management - 5 years, Customer service - 9 years, Accounting support role - 5 years, Administration - 5 years.

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