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Each
of the following Candidates have been assessed by one of our Financial
Planning Recruitment staff and their permission obtained prior to listing
their profiles. Should you wish for more information on any of these
Candidates or have any questions please either Contact us using your preferred
method or Email us immediately and a
representative will contact you soonest. Should
you prefer, we also have a Summary Table of
this information. (Note: Tables take up more space and may take longer to
load). Candidate 8811 (Financial Planner,
eJobs Assessment: Level 2)
Qualifications: PS146 Compliant with DFP units 1-5 and
currently on DFP 7. Experience: 2 years 4 months as Senior Financial
Planner with a bank; prior 2 years 5 months as a CSO and CS Manager for
another bank. Wants: Another Planning position where they
can progress their career; more opportunities; mentoring; to go on to CFP. Strengths: CS skills making it easy to become a
trusted Adviser; able to open Clients’ eyes up to opportunities; can advice
on Wealth creation, investments, retirement planning, superannuation &
roll-over funds, and insurance needs Salary: Looking for $55K+ Candidate 8540 (Financial Planner,
eJobs Assessment: Level 2)
Qualifications: DFP held for last 2 years. Experience: 3 years Financial Planning; 1 year AMP
plus 2 years as an external Proper Authority holder for another firm. Prior
Experience: 10 years
army; 3 years police force. Notes: Took on too much in trying to provide
full planning and mortgage broking services to Clients – proved to be too
much for one person. Wants: To join a dealer group and work with,
and be mentored by, others. Strengths: New Business Development and in
explaining financial concepts simply. Salary: $40K-$60K depending on the
opportunity. Candidate 8512 (Senior Financial
Planner, eJobs Assessment: Level 2-3)
Qualifications: DFP, expects CFP by July 2003; Associate Diploma Communication Engineering &
Chartered Professional Engineer (C.P.Eng). Experience: 5 years Financial Planning for an
institution. Prior
Experience: 30 years
Communications engineering. Wants: A Senior Financial Planning role in a boutique practice providing
support, admin and Para Planning to enable more time in front of the Client;
comprehensive Financial Planning to major HNW clients. Also capable
of a Management position. Strengths: Mature, authoritative, knowledgeable
and capable Planner; excellent Client relationship builder; efficient closer. Salary: $Neg. Looking for $100K+ OTE; would
consider equity. Candidate 8199 (Senior Financial
Planner, eJobs Assessment: Level 3)
Qualifications: CFP Experience: 6 years Financial Planning in 2 firms;
Currently director of small independent firm undertaking wealth creation,
retirement planning, tax planning, lifestyle planning and personal
insurances; also experience in training, mentoring and managing other
Planners. Prior
Experience: 18 years in
Superannuation administration. Wants: A Senior Financial Planning role in a larger practice offering more
support; more responsibility in helping run a practice. Strengths: In Mid-career, is very capable,
dependable, loyal, hardworking and conscientious. Salary: $80K with $120K OTE. Candidate 2739 (Senior Financial
Planner / Practice Manager, eJobs Assessment: Level 2-3)
Qualifications: CFP Experience: Financial Planner at boutique firm
specialising in SRI’s. Prior
Experience: 15 years
Financial Planning experience in several institutions. Wants: A Senior Financial Planning / Practice Management role. Strengths: Good mentor; complex issues explained
in layman’s terms; mid-career; very good technically. Salary: $70K+ Click here to request more information on
any of these Candidates. Please remember to provide the Candidate ID
number(s). Top
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