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.

Candidate 19306 (CSO/JPP, eJobs Assessment: Level 1) – January 2008

Qualifications: Commenced DFS; Deferred Business Degree.

FP Industry Experience: Nearly 3 years Adviser Support

Prior Experience: 8 years varied retail and other roles.

Wants: Preferably a Junior Paraplanner role; would also consider Client Service Officer role to get into a Practice. Preferably Central Coast although consider Newcastle/Sydney for right opportunity.

Strengths: Loyal; has progressed in current role but now needs to get out into a Practice.

FP Software: Inhouse systems.

MyProfile Behavioural Assessment: TBA

Salary: Preferably $43K + S or above depending on location.

Candidate 19040 (PA/Admin/CSO/JPP, eJobs Assessment: Level 2) – January 2008

Qualifications: Hoping to undertake her DFS(FP) soon; straight into Financial Planning from school.

FP Industry Experience: ‘Experience over qualifications’ Candidate with 3yrs PA, CSO and Junior Paraplanner experience.
Wants: A PA/CSO/PP role where she can provide a high level of customer service to clients over the phone.

Strengths: Bubbly, ‘People-person’, excellent communication and strong administrative skills; speaks knowledgeably with a friendly and enthusiastic voice.
Software: Proplanner, Xplan (basic)

MyProfile Behavioural Assessment: TBA

Salary: $40K+S

Candidate 18915 (Paraplanner, eJobs Assessment: Level 2) – January 2008

Qualifications: DFS and currently undertaking ADFS; Advanced Certificate in Office Administration.

FP Industry Experience: 6 yrs+ in the one firm, including 9 months Paraplanner, plus Fund Administrator & Adviser Support roles.
Prior Experience: Insurance Service Consultant and other Customer Support in Banking.
Wants: A Client Service role offering Client interaction and possibly leading to a Review Adviser role in the long term.

Strengths: Lovely personality; 11 yrs Financial Services experience in Customer Services.
Software: COIN

MyProfile Behavioural Assessment: Supporter / Administrator / Promoter

Salary: $45K+S

Candidate 16624 (JFP, eJobs Assessment: Level 2)

Qualifications: DFS(FP)

FP Industry Experience: 5 yrs industry experience.

Prior Experience: Receptionist / Administrator for 2 years.
Wants: Financial Planning role on Central Coast with an existing client base to start off with.

Strengths: Insurance & Super; good organisational skills having held Admin/CSO-type roles in the industry
Software: Xplan; some Visi / COIN and In-house.

MYP: Promoter / Driver

Salary: $55-$60K base + Super.

Click here to request more information on any of these Candidates. Please remember to provide the Candidate ID number(s).

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