| Financial Planners | |
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Candidate 1—Salary negotiable on opportunity and mentoring on offer This candidate is a commercially astute, team player with a good track record of achieving and exceeding expectations. He has many significant achievements that illustrate innovation and self motivation; he has an eye for detail, lateral thinking and HNW advice expertise. He has gained 3years experience as a paraplanner and 1.5 years experience as a financial planner and strategist in the HNW market. Now looking to fully utilize his skills and expertise to make a significant contribution to a financial services organisation that would enable him to expand his skills and grow into a skilled and professional Financial Planner. Candidate 2-$75k + super & commission Over 10 years experience as a Financial Planner—this is planner that has made an effort to gain experience in all relevant fields. He has experience in investment, risk and mortgage—he went from the safe confines of 6 years at a big 4 bank to opening his own company. He steadily built his book initially with mortgage broking but from 2004 onwards the business was straight Financial Planning. His standard client would have a minimum of $500k—$600k cash to invest on top of their assets however he is just as happy advising clients that are in the accumulation phase of their lives. Candidate 3-$110k+super & bonus This candidate has significant experience with HNW investors ($1M net worth+ without gearing etc) and the structuring involved (Trusts, SMSF's). A significant part of his client base was small business owners, as well as self employed professionals (Dentist, Accountant etc.).He seeks an opportunity where the client service is paramount and not the sale of product, for him FUM should not be the key performance indicator. For that reason he feels his values are more aligned with those of an accounting practice than any other financial planning entity. He has operated his own business since 1992 as a fee for service planner and sold off in 2005, he is relocating to Brisbane. |
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| Paraplanners | |
| Candidate 1 - $60k base + super + bonus Over 12 months experience as a paraplanner this applicant is CPA qualified accountant that clearly has a knack with numbers. She has recently relocated to Brisbane and is keen to find a role where she has interaction with clients and can one day move into an advising role. She is a confident, well spoken and extremely well presented professional. CSO with paraplanning experience - salary negotiable This applicant has a number of years experience in creating SOA's and assisting clients of the financial planner she works for. She is currently completing the PS146 through Kaplan as her previous PS146 is not recognised outside of CBA. Snap her up now and reap the rewards in a few months when she officially has her PS146. |
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| Accounts Payable/Administration | |
| Candidate 1—$43k+super Accounts Assistant 20 yrs exp Accounting firms, Solicitors Firm and the motor industry. A QuickBooks expert she confidently prepares BAS and income tax returns, operates SAP, excel and access. This candidate is an absolute pleasure to spend time with, her phone manner is impeccable and her loyalty to employers has been consistent throughout the years. Her current role leaves her with too much spare time, she likes to remain busy her entire working day and after 4 yrs in this role is looking for a new challenge Candidate 2-$38k +super Client Administrator / Office Manager With 4 years exp as a Client Administrator in a boutique Financial Planning practice this candidate is professional presented and spoken. Payroll for 15 staff members, book keeping, Diary manager, AP and AR, banking and much more, this candidate really is an all rounder that will do whatever is asked of her. Moving to Brisbane only last week, this lady will not last long. If you feel like you need 5 people but only have the budget for one then this may be the person you have been looking for. Candidate 3-$45k+super Client Services Officer/Trainee Financial Planner This is an impressive candidate with a strong set of sales skills. She has vast experience working in the Big 4 banks and in the insurance industry. She has completed her PS 146 and would love to transfer the customer service and sales she has acquired from the bank into a true financial planning environment. She is driven and conscientious—having spent time in contract roles in the bank she finds it easy to slot into almost any environment. Hoping to find her niche in this new role this candidate is ready to go. |
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For more information on job vacancies please contact Kelly- Ann | |