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These Candidates have recently been assessed by eJobs Financial
Planning and many are available for you to view on video. If you would like
more information on any of these candidates please call Amanda Keneally or
Trevor Punnett on (02) 9221 6221 Note: eJobs Assessment Levels: FINANCIAL PLANNERS Candidate 8321 (SFP, eJobs Assessment: Level
2-3) September 2008
Qualifications: CFP1, Various FP & Sales courses. FP Industry Experience: 7+ years as a holistic Financial Planner within
Boutique Practices and initially one Bank environment. Wants: A
long term Adviser position within a holistic boutique practice where they can
share their time between reviewing clients and business development. Locations:
CBD or Eastern Suburbs Strengths: Strong at business development and relationship building (currently
has 5+ existing referral sources), and across the board wealth accumulation,
SMSF, Retirement Planning, Superannuation and Risk; excellent presentation
and communication skills and has run seminars. Candidates Alive Video Showcase: Yes MyProfile Behavioural Assessment: Promoter / Driver Salary: $90K
+ Super (OTE $120-$150K). Candidate 19129 (FP/ SFP, eJobs Assessment: Level 3)
September 2008 Qualifications: CFP. FP Industry Experience:
Over 6 years as FP in a self employed role. $4 million 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. Locations: Prefer CBD or
North Sydney Train Line. Strengths: Eager to
succeed; energetic, flexible and friendly! FP Software: Visiplan. MyProfile Behavioural Assessment: Promoter / Driver. Salary: $90K+ (with Equity
Potential). Candidate 20157 (FP, eJobs Assessment
Level 1-2) September 2008 Qualifications: Currently completing CFP3, Master of Management, Business Cert
Accounting. Experience: 27 years in the one Financial Services organisation, most recently
Director within Premium Wealth Services responsible for Private Client
Portfolio Management (Investment Specialist). Wants: To
take their strengths from previous positions into a Financial Planning role
in a boutique practice where they can build quality relationships with
clients. Locations:
CBD Strengths: Experienced with supporting and selling to HNW individuals, Strong
Investment knowledge, excellent relationship building skills, professional and
well presented with excellent communication skills. Candidates Alive Video Showcase: Yes MyProfile Behavioural Assessment: Administrator / Supporter Salary: Up
to $120K (Neg). Candidate 17932 (FP, eJobs Assessment:
Level 2) September 2008 Qualifications: ADFS(FP); Accounting Degree. FP Industry Experience: Currently in an untenable/sensitive
situation. Has recently arrived in
Sydney from 1 year 4 months Advising in QLD and 10 years Advising,
(Chartered) Accounting and Stock broking experience in the UK. Recently commenced a new role in Sydney
and already has 20 clients with $2-3 million FUM (with Risk) plus several
strong Sydney-based referral sources and in the process of writing another
$2-3m. However, this is now
untenable. Wants:
To consider another opportunity where they can build a business in a
Servicing and New Business holistic Advising role. Locations: The Eastern Suburbs, South Sydney or CBD region Strengths: Strong Accounting and Stock broking background;
integrity; relationship building, results-oriented. MyProfile Behavioural Assessment: Driver /
Promoter Salary:
Around $100K Negotiable with upside and equity potential. Candidate 697 (FP, eJobs Assessment:
Level 2) September 2008 Qualifications: DFP (1-8), Bachelor of Science. FP Industry Experience: 12yrs + as a Financial Planner within both
boutique practices and retail banks. Prior Experience: Sales and Administration within the Insurance industry. Wants: A
holistic Financial Planning position where they can service existing clients
as well as building and developing a strong client base. Locations: Liverpool, Campbelltown or Parramatta regions Strengths: Holistic, however very strong in Risk, Retirement and TTR, Hunter/
Farmer; well presented. Candidates Alive Video Showcase: Yes MyProfile Behavioural Assessment: Administrator / Supporter / Promoter Salary: $Neg. Candidate 19935 (SFP, eJobs
Assessment: Level 2) September 2008 Qualifications: CFP FP Industry Experience: 4 years 4 months direct industry experience
commencing as a Client Service Officer then Paraplanner then Adviser. Has held Authorised Rep for 3 years; most
recently an Adviser with a Bank but hoping for Boutique Practice as values
client relationships. Prior Experience: Prior to commencing their DFS, ran their own gourmet food business
for 7½ years. Wants: A
new and challenging Financial Planning position as they relocated from Perth
in July to be nearer family. Location:
Able to reside anywhere with a preference to Eastern Suburbs or Northern
Suburbs. Strengths: Friendly and outgoing and capable of servicing existing client as well
as new business development. Also
experience in developing external referral networks. MyProfile Behavioural Assessment: Administrator / Promoter / Driver Salary: Over
$90K + Super + Incentive / Bonus. PARAPLANNERS Candidate 20116 (Paraplanner, eJobs
Assessment: Level 1-2) September 2008 Qualifications: Currently completing skills assessment of ADFS(FP). FP Industry Experience: 11 months Paraplanning in a Centralised
Paraplanning Unit Prior Experience: 2 years + Superannuation Administration, 2 years Customer Service/
Sales Wants: Recently
made redundant so wishes to continue in another Paraplanning position where
they can receive mentoring and training while developing their skills. Location:
CBD, Parramatta Strengths: Strong in Income Protection, Transition to Retirement, Superannuation
and Investments; exposed to simple and complex SoAs, solid understanding of
the industry, good communication skills. FP Software: Coin. Candidates Alive Video Showcase: No MyProfile Behavioural Assessment: TBA Salary: $55K
+ Super. Candidate 20128 (PP, eJobs Assessment:
Level 2) September 2008 Qualifications: DFP 2 anticipates completion of 3 & 4 by December 08, B.Comm
& B.Science (Finance & Financial Maths & Statistics) currently
completing. FP Industry Experience: 20 months Paraplanning in Boutiques and a
Centralised PP Unit Prior Experience: N/A. Wants: A
Paraplanning position in a Boutique Financial Planning practice where they
would be able to attend client meetings and build upon their skills. Locations:
CBD or Parramatta Strengths: Career driven, motivated, strong attention to detail, technical &
strategic. FP Software: Coin & Visiplan. Candidates Alive Video Showcase: Yes MyProfile Behavioural Assessment: Administrator / Promoter / Driver Salary: $55-$60K
+ Super + Bonus. Candidate 20024 (PP, eJobs Assessment:
Level 1-2) September 2008 Qualifications: Bachelor of Commerce, ADFS (FP) 1-6. FP Industry Experience: 12 Months as a Paraplanner Prior Experience: Retail positions. Wants: A
Paraplanning position that could offer some mentoring and training by an
industry professional! Locations:
CBD or Parramatta Strengths: Experienced in holistic planning, had exposure to complex strategies,
excellent communication skills and well presented. FP Software: Xplan. Candidates
Alive Video Showcase: Yes MyProfile Behavioural Assessment: Administrator / Promoter Salary: $55K-$60K
+ Super Candidate
18743 (Paraplanner, eJobs Assessment: Level 2)- September 2008 Qualifications:
DFS (FP) 1-5; currently on Unit 6 (Estate Planning). FP Industry
Experience: 2½ years Financial Planning industry experience
incorporating 1½ years Paraplanning, and the remaining amount in
FP/CSO/Administration positions. Wants: To stay in a
Paraplanning role for the next 3 years or so before deciding whether to
return to Advising. Location: Central Coast,
Newcastle or Sydney. Strengths: Focused
mid-level Paraplanner looking to be more strategic. Software: Visiplan (1½
yrs) and COIN (10 months) MyProfile
Behavioural Assessment: Supporter / Promoter / Driver Salary: $50K-$55K +
Super Candidate 19494 (PP, eJobs Assessment:
Level 2) September 2008 Qualifications: DFS (FP), currently completing module 8 of ADFS (FP), MBA, Science
Degree. FP
Industry Experience: 2 years Financial Planning Assistant, 2 year 3
months Strategic Paraplanner / Review Adviser. Prior Experience: Business Development, Administration. Wants: A
Strategic Paraplanner or Assistant Financial Planner position where they can
spend more time with clients face-to-face. Would ideally like to work in a
Holistic Practice where the opportunity to progress into an adviser role is
available. Location:
CBD or Parramatta Strengths: Ability to work as part of a team or as an individual, technical and
strategic skills, relationship building and communication skills. FP Software: In-House. Some knowledge of Visiplan software. Candidates Alive Video Showcase: Yes MyProfile Behavioural Assessment: Administrator / Promoter Salary: $70k-$80k
+ Super. Candidate 18198 (SPP, eJobs
Assessment: Level 2) September 2008 Qualifications: ADFS (FP) completing Skill Assessment, Bachelor of Science. FP Industry Experience: 3 years 4 months as a Paraplanner, 2 years 4
months CSO Prior Experience: Commissions Administrator, Bank Teller. Wants: A
Senior Paraplanning position in supportive and well-structured practice.
Would also consider a Compliance or Team Leader position. Location:
CBD Strengths: Technical, strategic, accurate, good attention to detail, holistic,
excellent communication skills, well presented, very personable. FP Software: Visiplan, In-House. Candidates Alive Video Showcase: No MyProfile Behavioural Assessment: Administrator / Driver Salary: Above
$75K + Super. Candidate 19680 (SPP, eJobs
Assessment: Level 2) September 2008 Qualifications: ADFS(FP) currently module 7; Grad Dip Business Admin; Bachelor in
Corporate Secretary (B.Comm). Prior Experience: 15 months in Call Centre positions. Wants: A
Senior Paraplanning position where they would have the opportunity to
progress into Advising in 18-24 months. Location: CBD, Parramatta or Hills Districts. Strengths: Strong in Superannuation, Retirement Planning and Risk.
Excellent Technical skills, great organizational skills good communication
skills, bright a bubbly personality, well presented. FP Software: Visiplan, Coin. Candidates Alive Video Showcase: Yes MyProfile Behavioural Assessment: Administrator / Promoter Salary: $80K
Pkg. Candidate 20181 (PP, eJobs Assessment: Level 2)
September 2008 Qualifications: DFP 1-8, Bachelor of Economics (Banking and Finance). FP Industry Experience: 3 years 6 months as a Client Service Officer
followed by 3 years 10 months as a Paraplanner. Location: Penrith, Parramatta, Hills District. Strengths: Career Paraplanner, loyal, dependable, well-organised, strong
presentation with excellent communication skills. FP Software: Visiplan (Intermediate); XTools+ (Basic). Candidates Alive Video Showcase: Yes MyProfile Behavioural Assessment: Administrator / Supporter Salary: $65K
Pro Rata. Candidate 20182 (PP, eJobs Assessment: Level 2)
September 2008 Qualifications: ADFS(FP), SMSF accredited. FP Industry Experience: 12 months Paraplanning, Team Leader, Technical
Support. Prior Experience: Sales and Administration positions. Wants: A
Technical Paraplanning and/or Paraplanning Team Leader position where they
can continue to develop their strategic skills and gain a wider exposure to
the industry. Location:
CBD, Parramatta or Hills District Strengths: Career Paraplanner with an excellent understanding and knowledge of
the industry, very well presented with a high level of communication skills. FP Software: Visiplan (ModelPlan & Snapshot), In-house Software. Candidates Alive Video Showcase: Yes MyProfile Behavioural Assessment: Supporter / Promoter Salary: $60K
Pkg. CLIENT SERVICES OFFICERS /
Administrators / Entry-Level (Junior) Candidates Candidate 16912 (CSM/Compliance/PM,
eJobs Assessment: Level 2-3) September 2008 Qualifications: ADFS(FP) (completing Skills Assessment), Adv MYOB Cert. FP Industry Experience: 4 years Advising, 4 years Client Services/ Sales. Prior Experience: Customer Service, Admin/ Office Management & Retail. Wants: To
remain in Financial Planning but to take a step back from Advising and move
into a Client Services/Management or Training/Compliance position in a
boutique holistic practice. Strengths: Technically strong, enjoys and is good at building client rapport,
strong knowledge of Risk, excellent communication skills, professional and
well presented. Location:
Revesby based but seeking a CBD role. FP Software: Coin & MWT. Candidates
Alive Video Showcase: Yes MyProfile Behavioural Assessment: Administrator / Promoter Salary: $65K-$75K
+ Super. Candidate 20073 (CSO/JPP, eJobs
Assessment: Level 2) September 2008 Qualifications: Bachelor of Business (Applied Finance) Major in FP (ADFS). FP Industry Experience: 1year 11 months as a Client Service Officer. Prior Experience: Customer Service (Hospitality). Wants: To
take the next step in their career and move into a role that could provide
more holistic exposure and allow them to build there technical and strategic
knowledge in a CSO ΰ Paraplanning position. Location:
Parramatta or CBD regions Strengths: Excellent customer service skills, face-to-face experience with
clients, strong knowledge of Super, Tax and Centrelink, well presented, good
initiative. FP Software: In-House. Candidates Alive Video Showcase: Yes MyProfile Behavioural Assessment: Promoter/ Administrator Salary: $50K
+ Super. Candidate 20060(JPP/PP, eJobs
Assessment: Level 1-2) September 2008 Qualifications: Bachelor of Business Art & International Studies (Major-
Management & FP), Currently- ADFS(FP) (Taxation), Master of Applied
Finance (Post Grad CFP). Prior Experience: Customer Service roles. Wants: A
Junior Paraplanning position where they can continue to develop there
technical and strategic skills, would like to be mentored by a Senior
Paraplanner or Advisor. Locations: CBD or Parramatta locations Strengths: Strong product knowledge, understanding of FP legislation, Technical
and Strategic, excellent customer service skills, Good communication skills. MyProfile Behavioural Assessment: TBA Salary: $55K
+ Super. Candidate 20095 (CSO/JPP, eJobs
Assessment: Level 1) September 2008 Qualifications: DFS1; Master of Education; Commerce (Marketing) and Psychology
Degrees (all UNSW). FP Industry Experience: 5 months Trainee Adviser role in a boutique. Prior Experience: Executive Recruitment. Wants: Another
Entry-level role with good mentoring and progression Locations: CBD or Upper North Shore Strengths: Detailed and analytical; very professional and presentable; Adviser
potential (in a few years). Available
to View on Video: Yes MyProfile Behavioural Assessment: Administrator / Promoter Salary: Around
$45K + Super. Candidate 20084 (Entry Level CSO/JPP,
eJobs Assessment: Level 1) September 2008 Qualifications: DFS (FP). FP Industry Experience: None Prior Experience: Last 3 years 4months as a Senior Bank Teller / Customer Services. Wants: CSO/JPP
role in a boutique. Locations:
CBD or Upper North Shore Strengths: Customer Service-side skills, loyal, flexible in work duties,
passionate about getting into Financial Planning. Candidates Alive Video: Yes MyProfile Behavioural Assessment: Administrator / Promoter (Supporter) Salary: Above
$40K + Super. Candidate 20129 (CSO/JPP, eJobs
Assessment: Level 1-2) September 2008 Qualifications: PS146 compliant from Bachelor of Business (Applied Finance). FP Industry Experience: 14 months as a Client Service Manager supporting 8
Advisors and a Paraplanner. Prior Experience: Hospitality industry. Wants: A
Client Service/ Paraplanning position that will allow them to build upon
there technical strengths while offering more variety and the opportunity to
gain mentoring and training. Locations:
CBD, Parramatta or Hills District Strengths: Ability to deal with a variety of clients, excellent customer service
skills, passionate, motivated, strong communication skills, very
professional. FP Software: In-House. MyProfile Behavioural Assessment: Administrator / Promoter / Driver Salary: $50-$55K
+ Super. Candidate 19722 (Administrator, eJobs
Assessment: Level 2-3) September 2008 FP Industry Experience: 3 ½ yrs as Financial Services Assistant &
Financial Planning Managers Assistant Prior Experience: 10 yrs total in Financial Services industry; 5 years Sales and
Shipping Wants: To
re-enter Financial Services and in particular the Financial Planning industry
in an administrative role that provides the opportunity for progression. Locations:
CBD, North Sydney, Lower North Shore. Strengths: Very experienced, Quick learner, Happy and approachable personality.
Great Administrative skills, using a variety of applications; Typing speed of
70 wpm. Candidates Alive Video Showcase: Yes MyProfile Behavioural Assessment: Supporter / Administrator / Promoter Salary: $45K-$50K+S Click here
to request more information on any of these Candidates. Please remember to quote the Candidate ID
number(s). Top
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