Superannuation Administrator Resumes @ FPA Job Search

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 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 2488 : SMSF Supervisor willing to move to financial plann

Sydney
100k

Preferred Job Type : Full Time
Updated 23-Dec-11

- Proficient in business applications, including MS OFFICE, MYOB; HandiSoft, Access, Supervisor, PACT, BGL, BankLink, Sol6 and CGT Reporter - Advanced Excel skills: with all applicable Formulas i.e. PivotTables and Lookup. - Excellent time management and organizational skills - Self motivated, with a very high level of initiative - Analytical with attention to detail - Team player with the ability to positively influence collegues Experience: William Buck (NSW) Pty Ltd Supervisor, Busines

Resume 1717 : Financial Planning Admin/ Investment Analyst

Sydney
20-30/hr

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

- Currently working as financial planning administrator and personal assistant  1 year and 4 months reception/administration work experience  3 months team assistant and 1 month as student counsellor work experiences.  ASIC RG146 Compliant  Received credit average in Masters Degree and Diploma Certificate.  Highly competent in Microsoft Office Suite comprising Words, Excel Outlook and PowerPoint.  Excellent interpersonal skills and high attention to details

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 1825 : Super, Client Service and Financial Planning

Sydney
55k-70k

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

Extensive experience in superannution administration and client service.

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 506 : Financial Planner associate

Sydney
35k-40k

Preferred Job Type : Full Time
Updated 11-Oct-11

Currently working as an Assistant to the Financial Planner with 12 month experience. I completed Bachelor of Commerce and am also RG 146 compliant. I have developed intensive skills in client service, researching products, portfolio administration, general personal insurance knowledge and superannuation administration as well as general office admin duties. I am keen to build a long term career in financial services, building relationship and developing comprehensive strategies for clients

Resume 301 : Paraplanner

Brisbane
55k-75k

Preferred Job Type : Any Type
Updated 24-May-11

> Experience and Knowledge of SMSF Administration, Compliance and Tax Planning > Completed RG136 in Investments, Superannuation and Insurance. Able to prepare Financial Plan and Statement of Advice tailored to client's individual financial circumstances and requirements. > Australian Shares and manage fund research and selection ability. > Portfolio Accounting experience > Excellent verbal, written communication and presentation skills. Previous telemarketing

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

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 174 : Financial Adviser/Planner

Sydney
65k-80k

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

Life insurance/Risk and Will & Estate Planning

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.

Resume 531 : Junior Financial Planner / Assistant / Paraplanner

Brisbane
45k-70k

Preferred Job Type : Full Time
Updated 24-Nov-10

Pro-active, self-motivated and ability to multi-task and meet multiple deadlines. Team work, people management, and ability to work with Management at all levels. Excellent administration skills. Strong interpersonal skills & ability to communicate effectively (written and verbal) to influence & drive delivery. Process re-engineering & Procedure writing. Project delivery experience. UK financial services market knowledge.

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

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

Resume 763 : ParaPlanner/client Relations Manager

Perth
60k-65k

Preferred Job Type : Full Time
Updated 06-Oct-10

Paraplanning to dealership compliancy standards, using the following software; Midwinter, and have experience in COIN & XPlan. Implementation of strategy for Superannuation and investment, including liason with product providers & client follow up. Annual Reviews of clients portfolios including switching & reweighting of funds. Submit loans, and follow-up for mortgage broker, with clients & product providers. Organizing Seminars & client events

Resume 393 : Senior Financial Planner

Brisbane
neg

Preferred Job Type : Any Type
Updated 24-Aug-10

Senior Financial Adviser currently working for same financial advisory firm last 9 years. DFP, CFP. Strong technical knowledge, great relationship and communication skills. Extremely client focussed. Responsible for maintaining existing client relationships and growing the business through generation of new revenue and referrals. Professional and confident with strong work ethics. Energetic, passionate, and self motivated. Excellent managing and leading team of people.

Resume 209 : Financial Planner, Insurance Claim Officer

Melbourne
45k-65k

Preferred Job Type : Any Type
Updated 19-Aug-10

Working experience in Claims management Working experience in accounting for 7 years Working experience in Sales & call centre for three years Proven communication skills Good team player Advanced level knowledge in CMS, Protect, Mars ERP software experience in SAP, experienced in MYOB, Ms office suite Currently doing RG146 Diploma from Kaplan

Resume 409 : Adviser

Sydney
70k-85k

Preferred Job Type : Any Type
Updated 30-Jun-10

Overview Sandor is a strong financial sector resource with over 4 years of experience in the banking industry. This experience has been gained in both retail and corporate environments and gives Sandor a breadth of knowledge that includes financial markets, managed funds, unitised investments, legislation and industry trends. Leveraging his exceptional written and verbal communications skills, Sandor is able to work effectively with both external and internal stakeholders of all levels.

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