Available Candidates

With approximately 12 years of experience in the financial planning field and currently studying to obtain their degree in Australia, this candidate excels in developing and implementing tailored financial plans for clients. Their expertise encompasses preparing statements of advice, conducting fact finds, and assisting with insurance applications, ensuring clients receive personalised, high-quality financial advice. Demonstrating exceptional entrepreneurial leadership, they have successfully managed day-to-day operations, driven business development, and fostered a client-centric service model. Their end-to-end experience as a client service officer highlights their ability to manage the entire client relationship process efficiently. Employers can rely on their comprehensive knowledge, strategic approach, and dedication to delivering outstanding financial planning services, making them a valuable asset capable of contributing significantly to the growth and success of any financial advisory team.   If you are interested in learning more about this candidate or would like to discuss a vacancy in your business, please contact Milla Munro on 0412 905 768.   

With 10+ years of experience in paraplanning and financial analysis, this candidate has worked with prominent firms, showcasing a deep understanding of financial strategies and compliance. They consistently prepare high-quality, compliant advice documents using advanced financial planning software like Xplan and Coin, achieving 100% KPI targets and successfully reducing SOA preparation turnaround times. In addition to their technical skills, they have effectively trained and mentored junior paraplanners, peer-reviewed SOAs, and acted as an interim quality manager, enhancing adviser interaction and developing personal relationships to improve client outcomes and satisfaction. Recognised for clearing backlogs swiftly, streamlining processes, and incorporating changes for better quality, they demonstrate the ability to handle complex financial models and strategies, including SMSFs, LRBA feasibility, and debt management. Employers can rely on their expertise to contribute significantly to operational efficiency and client satisfaction in financial planning.   If you are interested in learning more about this candidate or would like to discuss a vacancy in your business, please contact Milla Munro on 0412 905 768.   

With 7+ years of progressive experience in financial planning, this candidate has provided meticulous support and client management in roles such as Associate Advisor, Client Relationship Manager, and Financial Planning Support Associate, showcasing a deep understanding of the industry. They demonstrate a strong ability to prepare and verify accurate client documentation, conduct compliance checks, and manage the implementation of financial advice, ensuring precision and adherence to regulatory standards. Consistently delivering exceptional customer service, they respond promptly to client inquiries, attend meetings with senior advisors, and build strong client relationships, contributing to high levels of client satisfaction and trust. Proficient in financial systems such as SAP, Oracle, Swift, and Xplan, along with advanced skills in Excel, Word, and PowerPoint, they efficiently analyse, research, and implement financial strategies. Employers can rely on their comprehensive experience and technical proficiency to enhance client service and operational efficiency within the financial planning sector.   If you are interested in learning more about this candidate or would like to discuss a vacancy in your business, please contact Milla Munro on 0412 905 768.