Each of the following Candidates have been assessed by one
of our Financial Planning Recruitment staff and their permission obtained prior
to visiting 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.
[Note: eJobs Assessment Levels: Level 1 = Entry Level, to
DFS(FP), <1 yr exp; Level 2 = ADFS(FP), >2 yr; Level 3 = CFP, >3 yrs
exp.]
·
Financial
Advisers (in SFP, FP, JFP order commences below)
·
Paraplanners (in SPP, PP, JPP, JPP/CSO order)
·
Administrative Assistants / CSO's (in CSM, CSO, PA order)
Candidate 19190 (SFP, eJobs Assessment:
Level 2) February 2008
Qualifications: DFS(FP)
FP Industry Experience: 11 years 8 months.
Prior Experience: Sales, Executive management.
Wants: To utilise her skills in a
business risk role involving medical background. Would prefer work in the Northern suburbs, CBD and surrounding
areas.
Strengths: Relationship management in
Insurance and Financial Planning.
FP Software: Atlas, X-plan.
MyProfile Behavioural Assessment: Driver / Promoter / Administrator
style
Salary: $80K + S + Commission
Candidate 15930 (SFP,
eJobs Assessment: Level 3) February 2008
Qualifications: CFP
FP Industry Experience: Over 20 yrs of experience
including 16 yrs with the one Dealer Group.
Wants: A FP role dealing with Retirees /
Aged Care with good structure and training techniques. Would prefer work in the Hills district.
Strengths: Sales & Marketing.
MyProfile Behavioural Assessment: Promoter / Driver style
Salary: $85K + Super + Incentives
Candidate 15649 (SFP,
eJobs Assessment: Level 3) February 2008
Qualifications: CFP1-4, looking to do CFP5 2nd
semester 2008; SMSF Core Principles
FP Industry Experience: 7 yrs industry experience
commencing as Financial Planning Assistant and Paraplanner with the latter 4½
years as Financial Planner / Senior Financial Planner. Both bank and practice experience.
Prior Experience: Receptionist / Secretarial /
Administrator roles.
Wants: A long-term Senior Financial
Planning role in Parramatta or the Hills District with Admin and Paraplanning
support plus internal systems. Happy
for Hunter/Farmer role 50/50 but seeks to maximise client-facing time.
Strengths: Well mentored and a strong,
technically competent holistic Financial Planner; good referral building skills
and networking skills; good relationship builder and developer; professional,
presentable, excellent interpersonal and communication skills.
FP Software: COIN and in-house.
MyProfile Behavioural Assessment: Promoter / Driver style
Salary: $85K + S + Incentives (>$100K
OTE)
Candidate 19337 (SFP,
eJobs Assessment: Level 3) - February 2008
Qualifications: CFP, Master of Applied Finance
FP Industry Experience: 10 years FP exp.
Prior Experience: 3yrs Centrelink (Customer
Services Officer)
Wants: A challenging Senior Financial
Planning role with equity potential.
Would prefer work in Sutherland, the CBD and surrounding areas.
CandidatesAlive Video Showcase: Yes.
Strengths: Particularly strong knowledge in
Wealth Management.
FP Software: Xplan.
MyProfile Behavioural Assessment: Administrator / Supporter /
Promoter style
Salary: Around $100K Pkg + Incentives
Candidate 19129
(SFP/FP, eJobs Assessment: Level 3) February
2008
Qualifications: CFP.
FP Industry Experience: Over 6 years as FP in a self
employed role. $4million own clients
FUM.
Prior Experience: 5yrs+ in Banking, plus 5yrs in
Accounting and Operation Management.
Wants: A SFP role in a Practice
environment with existing clients and/or where client leads are provided.
Aspires to equity; Prefer CBD or North Sydney Train Line.
Strengths: Eager to succeed; energetic,
flexible and friendly!
FP Software: Visiplan.
MyProfile Behavioural Assessment: Promoter / Driver style
Salary: $90K+ (with Equity Potential).
Candidate 15107 (BDM/FP, eJobs Assessment: Level 1-2) February 2008
Qualifications: DFS(FP)
FP Industry Experience: 4 years.
Prior Experience: Training & Support Services Consultant.
Wants: Practice Management or BDM role.
Would prefer work in the Inner West, CBD and surrounding areas.
Strengths: Broad knowledge FP, Customer
Service.
FP Software: X-plan, Visiplan, COIN.
MyProfile Behavioural Assessment: Driver / Promoter style
Salary: $80K+S+B
Candidate
7910 (FP, eJobs Assessment: Level 2) February 2008
Qualifications: DFP 1-8 (2004); Double Degrees in
Commerce (Finance) & Laws
FP
Industry Experience: 1yr
Policy Governance Specialists; 2 yrs Compliance Officer; 2 yrs 5 months Financial Planner; 2 years
selling Investment products & 1½ yrs CSO.
Wants: Succession Planner role; would
prefer work in the Parramatta and surrounding
areas.
Strengths:
Excellent
industry experience in most roles; Personal interest
in direct shares, managed funds, real estate, warrants and options.
MyProfile
Behavioural Assessment: Supporter
/ Driver / Administrator style
Salary: $80K+
Candidate 19176 (FP,
eJobs Assessment: Level 2) February 2008
Qualifications: PS146; Certificate in Mortgage Lending;
Real Estate Certificate; Law Degree (Hons.) (UK).
FP Industry Experience: 1 year Financial Planning with
regard to property investments managed funds, risk, super and estate planning.
Prior Experience: 11 years Paralegal/Locum experience
in Property Services in the UK followed by 7 years acting on their own behalf
with regard to the development and
financing of residential and
commercial sites and consultancy on property investments. More recently, 3
years experience in Sydney real estate property investments.
Wants: A better FP role, preferably
where they can use their property experience; more stable position. Would
prefer work in the CBD and surrounding areas.
Strengths: Strong client relationships,
interpersonal and communication skills; knowledge in all aspects of property
investments; interest in Equities; Marketing and Sales.
MyProfile Behavioural Assessment: Administrator / Driver style
Salary: $Neg
Candidate 16910
(Review FP, eJobs Assessment: Level 2) February 2008
Qualifications: ADFS(FP)
FP Industry Experience: 4 years 6 months as Financial
Planner in the one boutique Advisory.
Prior Experience: Treasury/FX/Derivatives
Accountant and Operations Manager.
Wants: A Review Adviser role in a stable
practice.
Strengths: Good all round Adviser;
technically strong with excellent rapport and interpersonal skills.
FP Software: Visiplan, Coin.
CandidatesAlive
Video Showcase: Yes.
MyProfile Behavioural Assessment: Administrator / Driver style
Salary: $66K + S
Candidate 19315 (JFP/Review FP/PP, eJobs Assessment: Level 1-2) February 2008
Qualifications: GDFP 5 subjects completed;
anticipated finish August 2008; Accounting Degree.
FP Industry Experience: Nearly 1 year PP / Trainee
Financial Adviser.
Prior Experience: 5 years Tax Account work
including working for a Top 4 firm.
Wants: A similar PP / Trainee Adviser
role but with more structure, training, support and development; preference for
CBD.
Strengths: Lovely personality, confident,
capable, strong initiative; taxation but also good holistic training.
FP Software: 6 months COIN.
MyProfile Behavioural Assessment: Promoter / Administrator style
Salary: From $75K Package.
Candidate 18277
(JFP/JPP, eJobs Assessment: Level 1) February
2008
Qualifications: DFS(FP), Cert III Financial
Services, Bachelor of Commerce (India),
Graduate Diploma in IT.
FP Industry Experience: 6 months as a Financial Planning
Assistant.
Prior Experience: 3yrs 9 months Banking experience,
13 months as Customer Relations Representative.
Wants: A role that will enable him to
progress into a Financial Planner position. Would prefer work in the CBD, Parramatta and surrounding areas.
Software: Xplan.
MyProfile Behavioural Assessment: Driver style
Salary: $50K
Candidate 13461 (PP/SPP, eJobs
Assessment: Level 2) February 2008
Qualifications: Graduate
DFP, Commerce Degree (Accounting & Finance) & Education Degree
(Economics and Business Studies)
FP Industry Experience: 2 years+ Paraplanner experience, mainly in the one
Practice.
Prior Experience: Accounting
and a little Teaching.
Wants: A Paraplanner role
where there is mentoring by another Senior Paraplanner (as opposed to a busy
Financial Planner) and directed support; somewhere in Sydney CBD, Hills
District or Parramatta regions; where there are systems and processes in place;
and a positive environment.
Candidates
Alive Video Showcase: Yes.
Strengths: Professional, presentable, excellent Paraplanning grounding
and looking to develop further strategically; keen to learn more.
Software: XPLAN & Assirt.
CandidatesAlive Video Showcase: Yes.
MyProfile Behavioural Assessment: Administrator / Supporter style
Salary: Around $55-60K + S
Candidate 19270 (PP, eJobs Assessment:
Level 2) February 2008
Qualifications: DFS(FP) and currently doing Taxation for ADFS(FP);
ASFA 100 & 108; Currently Business Degree (Economics & Finance) with 3
subjects remaining
FP Industry Experience: 1 year 3 months in a Dealer Group HQ in a
SoA/Compliance role; 4 years 4 months in Fund Administration/Senior Fund
Administration.
Wants: A long term Paraplanner role. Would prefer work in the CBD,
Campbelltown and surrounding areas.
Strengths: Very keen to progress in Paraplanning already doing strategy
work; Superannuation products and legislation.
FP Software: Some XPlan (1 week using including Xtools+)
CandidatesAlive Video Showcase: Yes.
MyProfile Behavioural Assessment: Administrator / Driver style
Salary: $50-55K + S
Candidate 18134 (PP, eJobs Assessment:
Level 1-2) February 2008
Qualifications: DFS(FP) 1-4, Master of Commerce,
Accounting Certificate
FP Industry Experience: 2 years 7 months as a Paraplanner.
Prior Experience: 2 years 11 months as a Customer
Retention Officer.
Wants: A more strategic Paraplanning role.
Strengths: Keen to progress; looking for a holistic
FP experience.
Software: COIN.
MyProfile Behavioural Assessment: Administrator / Driver style
Salary: $50k - $55K + S
Candidate 19127 (PP, eJobs Assessment:
Level 2) February 2008
Qualifications: DFS(FP); MBA
FP Industry Experience: Nearly 5yrs in a joint Marketing and Paraplanning
role.
Prior Experience: Over 10 years Sales and Marketing experience in
manufacturing companies.
Wants: A strategic Paraplanner role in Western Sydney or the Hills
District.
CandidatesAlive Video Showcase: -
Strengths: Good Knowledge of Sales and Marketing but found niche in
Paraplanning.
FP Software: In-house.
MyProfile Behavioural Assessment: Administrator / Supporter style
Salary: $60K+S Neg.
Candidate 19328 (JPP/AFP, eJobs
Assessment: Level 1) February 2008
Qualifications: DFP, Currently completing ADFP, Bachelor of Commerce
2005
Prior Experience: 1yr with AAPT. 1yr 11 months with CBA.
Wants: JPP/AFP.
Strengths: Technical Knowledge, Communication.
CandidatesAlive
Video Showcase: Yes.
MyProfile Behavioural Assessment: TBA
Salary: $50k-$55k + Super
Candidate
19279 (JPP/CSO, eJobs Assessment: Level 1) February
2008
Qualifications: DFS(FP)1-5
FP Industry Experience: None.
Prior Experience: 3 years 7 months in Financial Services with 10 months as a
Premium Service Consultant, 1 year as a Personal Banker, 7 months as an
Assistant Lending Officer and 1 year 2 months as a Customer Service Officer.
Wants:
Entry-level role as a Paraplanner/CSO with mentoring as an aspiring Financial
Planner; would prefer work in the CBD area.
Strengths: Customer
Services. Would prefer work in the CBD and surrounding areas.
CandidatesAlive
Video Showcase: -
MyProfile Behavioural Assessment: TBA
Salary:
$Neg
Candidate 18139 (CSO/JPP, eJobs
Assessment: Level 1) February 2008
Qualifications: DFS(FP), Economics Degree
FP Industry Experience: 3 months Trainee Financial Adviser.
Prior Experience: Customer Service, sales and Marketing.
Wants:
Entry-level role into Financial Planning Industry. Would prefer work in the CBD
and surrounding areas.
CandidatesAlive
Video Showcase: Yes.
Strengths:
Customer Service, Investment & Risk.
FP Software:
In-house.
MyProfile Behavioural Assessment: Administrator / Supporter style
Salary:
$45K-$55K+S Neg
Candidate 19241 (Compliance/JPP, eJobs
Assessment: Level 1-2) February 2008
Qualifications: DFS(FP); ADFS(Superannuation); Diploma of Superannuation
Management
FP Industry Experience: None but see Prior Experience
Prior Experience: 15+ yrs in Financial Services back-office roles, most
recently Senior Technical/Compliance Officer for a Superannuation
Administration company; prior to this a Senior Fund Administrator and Subject
Matter Expert (Superannuation & Legislation).
Wants:
Either a Compliance or Junior Paraplanner role in a Practice or Dealer Group
environment. Parramatta, Hills District
or Sydney CBD.
Strengths: Superannuation
Legislation, Training, Product knowledge, Compliance side of investments, customer
relations.
MyProfile Behavioural Assessment: Administrator / Supporter style
Salary:
$60K+S
Qualifications: Currently DFS(FP), Diploma of Business (Banking & Finance),
Bachelor of Business (Finance)
FP Industry Experience: 2 yrs Funds Administration.
Wants:
CSO/Jnr Paraplanner role. Would prefer work in the CBD, North Shore and
surrounding areas.
Candidates
Alive Video Showcase: -
Strengths: Team
Player, excellent communication skills, great management skills, effective time
management skills.
MyProfile Behavioural Assessment: Administrator / Promoter / Driver style
Salary:
$45k + Super
Candidate 19088 (CSO/JPP, eJobs
Assessment: Level 1) February 2008
Qualifications: DFS(FP)
FP Industry Experience: -None, Financial Services Industry.
Prior Experience: 13 months Sales, 16mths Reception and phone Sales.
Wants:
An entry-level role in the Financial Services industry. Would prefer work in
Parramatta, CBD and surrounding areas.
Strengths: Good
face-to-face customer service skills.
MyProfile Behavioural Assessment: Promoter / Supporter / Driver style
Salary:
$Neg
Candidate 19360 (CSO/JPP, eJobs
Assessment: Level 1-2) February 2008
Qualifications: DFS(FP) 1-2
FP Industry Experience: 1yr 7mths as a Client Service Adviser.
Prior Experience: Customer Service Officer.
Wants: A
role in the FP industry that provides mentoring and training. Ready to travel,
any location.
Strengths: Won
an award of recognition in previous FP role.
FP Software:
-
CandidatesAlive
Video Showcase: Yes.
MyProfile Behavioural Assessment: Administrator / Promoter style
Salary: $55K
pkg
Candidate 13151 (CSO, eJobs Assessment:
Level 2) February 2008
Qualifications: ADFS(FP); ASFA 100; ARISA Retirement Income Streams.
FP Industry Experience: 9 yrs Industry experience in CSO/Admin roles in a boutique
Practice, Dealer Group HQ, Fund Manager, Bank and even with an Industry
Fund! Good understanding of all types
of Financial Planning administration and Client Support.
Wants:
A long-term CSO/CSM role with client interaction; happy to give general advice
but does NOT want to be a Paraplanner or a Financial Adviser. Would prefer work
in Sutherland and the surrounding areas.
Strengths: Strong
Customer Support skills; Career CSO; Strong MSOffice; professional,
presentable, capable, confident and excellent interpersonal and communication
skills.
MyProfile Behavioural Assessment: TBA.
Salary:
$50K + S for role closer to Southern Sydney / Shire area or $55K + S for CBD
Candidate 19269 (CSO, eJobs Assessment:
Level 1) - February 2008
Qualifications: