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Financial Planning Jobs & Courses in Australia

 

Graduate Positions Resumes RSS Feed

Here are the latest Graduate Positions Resumes

Resume 796 : Financial Planning, Risk, Quality Process/program

  • Other - Outside Australia
  • 60k-75k
  • Preferred Job Type : Full Time
  • Updated 06-Sep-10

I have been working for seven years in ETC as internal auditor, senior auditor and Audit manager. I have great experience in process design. I have designed ETC's enterprise Quality management, performance management, proces management and support, Enterprise risk management, Revenue assurance, audit management, insurance management, fraud management processes with the help of Wipro consulting firm. I have process design skill, analytical skill, and presentation skill.

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Resume 385 : Paraplanner/Financial Planning Assistant

  • Melbourne
  • 25k-30k
  • Preferred Job Type : Any Type
  • Updated 04-Sep-10

* Ability to apply strategic planning and thinking to optimise business performance * Strong numeracy , analytical , computer, communication and research skills with a unique education background * Experienced in developing and maintaining mutually beneficial client relationships optimizing sales outcomes * Work under constraints while balancing conflicting demands * Ability to multi-task and prioritize effectively * show initative and attention to detail *Administration skills

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Resume 548 : Para-planner OR Financial Planner / Associate

  • Melbourne
  • 70k
  • Preferred Job Type : Full Time
  • Updated 31-Aug-10

While my key weakness is my relatively limited experience (three years), I believe that my key strength is demonstrated competence across a range of areas. By that I mean: (1) affable interpersonal and communication skills with a professional demeanour, (2) an attention to detail yet the ability to be pragmatic, as required by the context, (3) excellent English and mathematics, and (4) sound technical skills. My next role will ideally see me further my experience.

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Resume 753 : FInancial Planner

  • Melbourne
  • 60k-70k
  • Preferred Job Type : Part Time
  • Updated 22-Aug-10

CFP ® 2004-2006 B Com/B Eco, Monash University, Australia 2002 Experience ISM Solutions- Independent Financial Adviser Nov 08 Professional city based clients consisting of solicitors, barristers, investment bankers, economists, accountants and underwriters with an average base salary of £150,000. Note: I am currently on maternity leave form the UK and have returned to Australia to live.

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Resume 804 : Paraplanner

  • Brisbane
  • 50k-60k
  • Preferred Job Type : Any Type
  • Updated 19-Aug-10

Collection/assessment of client data  Development of financial planning solutions Attend client appointments  Development of strategies Preparation of SoA  PS146 Compliance Interpretation of legislation  Researching products Client telephone and email enquiries  Keeping up to date with market trends Train/coach/mentor junior paraplanners  Coordinate workflow/allocate tasks  Monitor team/individual performance Attending financial planning t

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Resume 651 : Paraplanner

  • ACT
  • 50k-75k
  • Preferred Job Type : Full Time
  • Updated 19-Aug-10

Working closely with Senior Advisers and analysing clients situations and developing strategies to best meet their goals and objectives. Liaising with fund managers, super funds, centrelink and other external parties to obtain information. Loading data into X-Plan to create projections for a variety of scenarios Preparation of Statements of Advice. Maintaining knowledge of markets, products and industry trends.

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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

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Resume 734 : Financial Planner,

  • Sydney
  • 50k-70k
  • Preferred Job Type : Any Type
  • Updated 16-Aug-10

Leadership, People Management, Oral and written communciations, Strategic Planning, business acumen, project management, ethical, results driven, flexible/adjustable to different environments

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Resume 723 : Graduate position/ Financial Planning Assistant

  • Sydney
  • 35k-45k
  • Preferred Job Type : Any Type
  • Updated 14-Aug-10

I am a motivated and enthusiastic graduate with a strong willingness to learn and take initiative commitment in the exciting finance industry. Also, I am a conscientious person with excellent time management skills and willingness to help others. • Accounting and Finance degree with distinction results • 10 months intensive professional year training with professional manner • Professional work experience in the accounting and finance industry as Administration assistant role with similar job

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Resume 205 : Financial Planner

  • Other - Outside Australia
  • neg
  • Preferred Job Type : Full Time
  • Updated 19-Jul-10

Financial planner with strong skills and traits in the following areas: giving sound and objective financial advice, drafting of Record of Advice, attending and resolving client queries timeously, setting up appointments, stringent compliance in all areas, confidence and integrity, extravert personality, understanding cliental, continuous development, building trusted relationships, independant and professional, desire to learn and understand technical aspects.

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Resume 432 : analyst / consultant

  • Sydney
  • neg /day
  • Preferred Job Type : Any Type
  • Updated 29-Jun-10

Experience in doing in depth research into current economical and financial issues. Strong analytical and critical skills. I am a team player and have good communication skills. These were useful when I was part of the team that organised events for large groups of students at the University of Utrecht. Lastly, I am quite ambitious and this is reflected in completing all my degrees Cum Laude and with a Distinction.

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Resume 99 : Para-planner

  • Hobart
  • 50k-60k
  • Preferred Job Type : Part Time
  • Updated 15-Mar-10

Excellent people skills - registered Psychologist; Excellent project management skills - systems implementation; High-level computer skills - Grad Dip in Business Systems; Intelligent - outstanding results in BBus Financial Planning course - 2 Distinctions and 4 High Distinctions to date

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Resume 88 : graduate financial planner

  • Melbourne
  • 45k
  • Preferred Job Type : Full Time
  • Updated 10-Feb-10

• Answering client’ enquiries relating to products, • Preparing as well as guiding clients to fill all the documents required, • Pricing orders • Processing payment, • Producing invoices, • Preparing and collating monthly sales report, • Managing client’s database.

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