Senior Paraplanner

Well organised, self motivated and hard working paraplanner with 7 years experience in the financial planning industry. Ability to work closely with financial advisers to construct SoAs around strategies such as: • Establishment of SMSFs, including in specie transfers and concessional/non concessional contributions • Tax effective investing through structured products • Transition to retirement • High yield property trust investments • Insurance reviews • Investment reviews

Work Preferences

Desired Salary

75,000 - 85,000 per year  

Availability

Immediately  

Desired Job Type

Full Time  

Can Travel for Work

Moderately  

Highest Education Level

Masters Degree  

Current Location

Sydney  

Willing to relocate?

No

Residency / Visa

Australian Citizen

Skills Profile

Employment History

Job Title

Senior Paraplanner

Industry

Financial Services

09/2006 to 07/2009

• Supported two Senior Financial Planners
• Supported the firm in all aspects of practice management, from administration through to provision of financial advice

• Prepared high level statements of advice from start to finish

• Prepared strategy recommendations, along with specific products/investments to be utilised based on client goals, objectives and risk profile

• Prepared strategy letters to be mailed or presented to clients

• Maintained and drafted standard templates in relation to SoAs, SoAAs, RoAs and review documents in line with dealer group standards

• Ensured firm practices were in line with compliance requirements
• Point of contact for clients and fund managers
• Completed all administration tasks

Job Title

Associate Financial Planner

Industry

Financial Services

05/2005 to 07/2006

• Supported a Senior Financial Planner

• Prepared SoAs, current situation reports with strategy points for clients

• Assisted in presenting SoAs with the Senior Financial Planner to clients

• Gathered up to date information for reports

• Submitted and following up new business applications with both clients and fund managers

• Was first point of contact for clients through email, the telephone and mail

Job Title

Client Services Administrator

Industry

Financial Services

03/2003 to 02/2005

• Provided support to two Senior Financial Planners

• Gathered client information for reviews

• Submitted and followed up insurance, superannuation and unit trust applications with fund managers

• Was first point of contact and responsible for individual clients through telephone, mail and email correspondence for administration and general information queries.

• Maintained client files and entered client details into CRM (Adviser Central)

 

Qualifications

Completed	Institution	Degree / Qualification
2010	University of Western Sydney	Master of Commerce (Financial Planning)
2009	Kaplan	Self Managed Superannuation Fund Course
2004	Deakin University	Diploma of Financial Planning (1-8)
2001	Macquarie University	Bachelor of Economics (majors Economics & Finance)