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 17421(AFP, eJobs Assessment: Level 1) - December 2006

Qualifications: DFP1-5

FP Industry Experience: None

Prior Experience: Business Development/Sales/Membership and Management experience.
Wants: Assistant Financial Planner role 

Strengths: Business development and networking.
MYP:
Administrator / Supporter

Salary: $Neg

 

Candidate 17420 (AFP, eJobs Assessment: Level 1-2) - December 2006

Qualifications: PS146; Advanced Certificate in Accounting

FP Industry Experience: 12 months ‘Trainee Adviser’

Prior Experience: 5 years Bank sales staff plus other Customer Services experience
Wants:  Assistant Financial Planner role with progression

Strengths: Very diplomatic, social and friendly; excellent manner; good at Admin, Customer Service and Sales. 
MYP:
Administrator / Promoter

Salary: $35K+ + Super.

 

Candidate 11413 (Paraplanner or Financial Planner, eJobs Assessment: Level 2)

Qualifications: DFP. 

Experience: 8 yrs Planning experience in 2 institutions.

Prior Experience: Other Banking experience including management.

Wants: Having made a ‘lifestyle’ decision to live in the region, would ideally like another Adviser role around Nowra, Bateman’s Bay, Ulladulla, Bega (or across to Cooma and Goulburn).  Would also consider part-time position.

Strengths: Industry my knowledge, experience and maturity.

Salary: $Neg.

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

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