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Superannuation Administrator Resumes RSS Feed

Here are the latest Superannuation Administrator Resumes

Resume 3371 : Management - Financial Planning Industry

  • Sydney
  • 75k neg
  • Preferred Job Type : Any Type
  • Updated 22-Apr-12

Advanced Diploma of Financial Planning completed 2012, Over 12 years in the industry in a range of roles - Financial Adviser, Paraplanner, Office Administration Manager, Training Manager, Introduction of third party referral sources, Liasing with in-house referral sources, Participated in Working Groups prior to implementation of new software.

Resume 2758 : Finance Adviser - Stock Broker - Para Planner

  • Adelaide
  • neg
  • Preferred Job Type : Full Time
  • Updated 19-Apr-12

Covering Letter. Resume.

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.

Resume 70 : Paraplanner/Financial Planning Practice Assistant

  • NSW Other
  • 40k-50k
  • Preferred Job Type : Full Time
  • Updated 03-Apr-10

Several positions with a Financial Planning Practice which include receptionist, file clerk, authorised representative to sell general insurance, office assistant, Information technology controller, marketing etc. 4 years experience as a Paraplanner 2 years experience working in Superannuation/Investment Fund Manager/Administrator Several other positions which include Personal Assistant, Bookkeeper, Graphic Designer etc

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