Paraplanner Resumes @ FPA Job Search

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 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 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.

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 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,

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

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

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 1033 : financial planning/paraplanner

Sydney
75k-80k

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

27 years experiencein financial services Graduate Diploma of Financial Planning RG146

Resume 2207 : Junior Planner/ Paraplanner - CFP in progress

Other - Outside Australia
50k neg

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

I am currently finishing my four year University course in Financial Planning at Texas Tech University. I will graduate in December 2011 and will be sitting for the CFP in July 2012. Upon completion of the CFP in the states I will relocate to Australia and sit for the CFP in AU. If you are willing to hire me I will bring to your firm leadership skills, high-energy spirit, strong intellectual capacity, and an enthusiastic attitude needed to succeed. I am open to all options.

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 1147 : Contract Paraplanner / Compliance Assistant

Sydney
neg /hr

Preferred Job Type : Contract or Temporary
Updated 15-Nov-11

Have worked in the financial planning industry since 2003 and been paraplanning since 2005. Able to assist with the completion of SoAs, RoAs and strategy letters. Competent in the use of Xplan and Coin for plan construction and modelling around super, SMSF, insurance, gearing, investments and retirement planning. Well developed written skills and ability to articulate strategies. Also able to assist with the completion of ongoing CPD requirements such as Kaplan Ontrack and administration tasks.

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 1951 : Financial Planning/Paraplanner

Gold Coast
55k-70k

Preferred Job Type : Part Time
Updated 26-Sep-11

Part time Paraplanner. 11 years experience in providing solutions for AMP supported software, financial planning software COIN, MWT and VisiPlan, complex desktop issues and technical troubleshooting of WIN7, Vista, XP Pro, and MS Office; Develop adviser relationships and resolve problems within specified timeframe through the process of first and secondary support and training in the AMP systems and associated software;

Resume 1378 : Paraplanner

Brisbane
35-45/hr

Preferred Job Type : Contract or Temporary
Updated 04-Sep-11

• 10 years in Paraplanning, constructing financial plans including limited advice, comprehensive, risk, investment and investment reviews • Margin lending specialist • Strong financial planning technical skills including HNW clients, SMSF and trusts • Solid knowledge of managed funds that are likely to be found on dealers’ approved product lists * Excellent keyboard skills, Microsoft Office, VisiPlan, Coin, Midwinter * Quick to learn new systems and software

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 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 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 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

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