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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. Candidate 19180 (SFP, eJobs Assessment: Level
3) February 2008
Qualifications: CFP FP Industry
Experience:
13 years FP exp Prior
Experience:
Business owner, Financial Services exp Wants: A good opportunity, to continue working as a Senior
Financial Planner in a company that can offer good structure and support to
Financial Planners Strengths: Excellent communication
skills with people on all levels, Good relationship builder with clients and
staff. MyProfile
Behavioural Assessment: Promoter / Driver style Salary: $80-100K Candidate 18934 (SPP/FP, eJobs
Assessment: Level 2-3) February 2008 Qualifications: Graduate DFP FP Industry Experience: 2+ yrs FP exp; 1+ yrs PP
exp. supporting 4 Advisors, specializing in SMSFs & Retirement Planning
and currently working for the last year as a Senior Paraplanner, managing a
Paraplanning department Prior Experience: 1½ yrs Business owner Wants: Career progression from Paraplanning
into an Associate Advisor role, client focused. Strengths: Works well independently,
is technically proficient, efficient FP Software: XPlan (learning currently) MyProfile Behavioural Assessment: Administrator / Driver
Style Salary: $60K Candidate 18905(FP, eJobs Assessment: Level 2-3) February
2008
Qualifications: Graduate DFP; has commenced
CFP studies; Economics & Finance Degree; MA Commerce (Advanced Finance) FP Industry Experience: 2 yrs FP industry exp,
including 1yr PP/FPA and 1yr FP role (Bank) Prior Experience: 7+ yrs FS exp., including
Underwriting, Mortgage Consulting, Superannuation Fund Administration,
Investments, Advice, Paraplanning and Financial Planning. Wants: Financial Planning role with a
holistic approach, doing research and analysis to develop the right financial
strategies for his clients. Wants more exposure to Super and SMSFs. Strengths: Approachable, technical understanding
of Super, investments, etc. Administration, consumer-planning experience; has
always exceeded his targets at the Bank FP Software: Coin MyProfile Behavioural Assessment: Driver/Promoter/Administrator
style Salary: $60K Candidate
19444 (FP, eJobs Assessment: Level 2) February 2008
Qualifications: Advanced Accounting Degree (currently
studying), ADFS(FP), CFP (currently studying) FP Industry Experience: 4 years FP exp Prior Experience: Shipping, Accounting, marketing, Paraplanning Wants: To work as a Financial Planner within a boutique environment, working
from an existing client database but ultimately work to build up his own
business within the practice, equity offered long-term would be an added
bonus. Strengths: Friendly, easygoing, enjoys mentoring roles FP Software: Worked on IT technical systems (as technical
support) and Moneywise (FP software support)
MyProfile Behavioural Assessment: Driver/Supporter style Salary: $60K+super+bonus Candidate 19369 (FP, eJobs Assessment: Level
2) February 2008
Qualifications: ADFS (FP) FP
Industry Experience: 3 yrs PP & FP roles Prior
Experience:
IT, Life insurance, Sales and Customer Service. Wants: To work as a Financial Planner within
a larger organization, motivated to take on more clients and become a Senior
Financial Planner within a short period of time, also wants to study CFP Strengths: Excellent communication skills,
Attention to detail, Excellent work ethic, Proactive & Ambitious to
succeed MyProfile
Behavioural Assessment: TBA Salary: $70-90K Candidate
No 18918 (PP, eJobs Assessment: Level
2) February 2008 Qualifications: BComm (Economics &
Commercial Law) FP
Industry Experience: 5 yrs PP/ Admin duties Prior
Experience:
Case Management in Finance industry, Customer service in Banking industry;
Merchant Banking (13 yrs) Wants: Looking for a
Paraplanning/Compliance role in a boutique practice Strengths: Adaptable, punctual,
contentious, reliable, discreet, confidential, compliant, good problem solver MyProfile
Behavioural Assessment: Supporter/Promoter Style Salary: $50K Candidate 18583 (PP, eJobs
Assessment: Level 1-2) February 2008 Qualifications: BAComm (Finance), DFS(FP) 1-5 currently
studying DFS 6 FP Industry Experience: 12 mths PP/AFP exp Wants: A Paraplanning role, in an organisation
that provides mentoring, training and opportunities to progress along the
Financial Planning career path Strengths: Ability to apply himself to position, very
focussed, detail oriented FP Software: Visiplan MyProfile Behavioural
Assessment:
Administrator/Promoter Style Salary:
$45K-50K Candidate 17514 (PP, eJobs
Assessment: Level 1-2) February 2008 Qualifications: DFS(FP), Grad Dip Economics, MA
(Financial Planning) currently studying FP Industry Experience: 6 months Assistant PP (writing SoAs
& working closely with SPP) Prior Experience: Team Leader, Customer Services Wants: A more senior Paraplanning role. Would consider
Client Services Manager or Assistant Financial Planning roles Strengths: Communication skills, approachable, likes helping
people, attention to detail, gets on well with people; IT background, picks
up new Software quickly MyProfile Behavioural Assessment: Administrator/Supporter/Driver Style Salary: $45K-50K Candidate
19454 (CSO/Junior Paraplanner, eJobs Assessment: Level 1) February 2008
Qualifications: BBus (Financial Planning) currently
studying FP Industry
Experience: None. Prior Experience: Accounting, IT, Customer Service. Wants: Looking for an Entry-level role as a
CSO/JPP Strengths: Flexible, helpful, friendly,
team-orientated, supportive and highly motivated. MyProfile
Behavioural Assessment:
Administrator / Driver Style Salary: $40K Neg. Candidate
18463 (CSO/Junior Paraplanner eJobs Assessment: Level 1) February 2008
Qualifications: DFS(FP), Graduate Diploma in Applied Finance (currently
studying) FP Industry Experience: None Prior Experience: Manufacturing, customer service, sales, finance
and electronics. Wants: Looking for an entry-level role as CSO/Junior Para Planner. Strengths: Excellent communication skills, Builds client
networks easily and successfully MyProfile Behavioural Assessment: Administrator / Supporter Style Salary: $40K Neg. Candidate
18563 (JPP, eJobs Assessment: Level 1) February 2008
Qualifications: BA
Business (Banking & Finance), DFS(FP), GradDip (Financial Planning) currently
studying FP Industry Experience: None Prior Experience: 5yrs Commercial Banking exp. (Assistant Relationship Manager) Wants: A Paraplanning opportunity where he can use his education and experience and progress Strengths: Attention to detail, thorough, good communicator/listener and effective prioritizing. MyProfile
Behavioural Assessment: TBA Salary: $40K Neg Candidate
18952 (JPP, eJobs Assessment: Level 1) February 2008 Qualifications: DFS(FP), MBA (Financial
Planning) currently studying FP
Industry Experience: None Prior
Experience:
1 yr FS Industry exp. both as an Assessment Advisor and a Customer Service
Rep dealing with client queries re: investments, portfolio value, shares,
dividends, Sales and Marketing Wants: An entry-level opportunity
where she can learn hands on Strengths: Initiative, organizational skills,
meets deadlines, very flexible, turns problems into solutions, relationship
builder, professional demeanour MyProfile
Behavioural Assessment: Administrator Style Salary: $45K Candidate:
19273 (Assistant Financial Planner, eJobs Assessment: Level 1) February
2008
Qualifications: DFS(FP), Diploma in Financial Management FP Industry Experience: None Prior Experience: 17 years in Financial Services industry. Wants: Looking for an entry role as Assistant Financial Planner. Strengths: Hard working has a passion working in the
financial Industry MyProfile Behavioural Assessment: Administrator Style Salary: $50K Neg Click here to request more information on
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