This free sample resume for an entry-level financial planner has an accompanying financial planning entry level sample cover letter to help you put together a winning job application.
Peter Norton
5/131 Jacob Street
Blackland QLD 4000
Mobile: 0400 050 505
Home: 07 9000 0000
Email: [email protected]
Objective
My primary professional goal is to become an effective and established financial planner. My aim is to develop my knowledge and skills in my next challenge and be a valuable member of any team I join.
Education
Financial Services Institute of Queensland
Brisbane, QLD AU
Graduate Diploma in Financial Planning
Graduated: November 2007
Business University of Brisbane
Brisbane, QLD AU
Bachelor of Commerce (Financial Planning)
Graduated: November 2006
Employment History
Jan 08 – Present: Financial Planning Assistant
Blackland Bank
Brisbane, QLD AU
Responsibilities:
- Manage customer reviews on Windham financial planning software program
- Answer clients' queries about their financial plans
- Conduct in-depth reviews of clients' financial goals
- Work closely with the Financial Director to develop appropriate financial plans for clients
- Effectively communicate complex information to clients to help them make informed financial decisions
Achievements:
- Helped build new client portfolios by assessing their financial objectives
- Proactively increased client numbers through client recommendations
- Received excellent feedback from clients
- Achieved high customer satisfaction and loyalty
Jul 06 – Jun 07: Administrative Assistant
Wise Chartered Accountants
Brisbane, QLD AU
Responsibilities:
- Manage day-to-day administrative duties such as data entry and filing client information
Achievements:
- Developed effective system to manage client appointments on Microsoft Excel spreadsheet
- Managed material for successful company presentations by the Managing Director Supervised the budget and event arrangements for the company's annual party for blue-chip clients
Jun 05 – Present: Secretary (Voluntary Work)
Blackland Tennis Club
Brisbane, QLD AU
Responsibilities:
- Maintain membership database and other records
- Process new membership applications and resignations
- Prepare agenda and minutes of committee meetings, and general correspondence
- Represent the club at meetings of the District Tennis Association
Achievements:
- Implemented a new centralised membership database which committee members can access to perform their different roles
- Raised $8000 for the club over four years by securing sponsorships from two local businesses
- Initiated a plan to hire out the clubhouse as a party venue
Jan 04 – Present: Casual Surf Patrol
Beachbums Lifesaving
Brisbane, QLD AU
Responsibilities:
- Supervise swimmers at Blackland Swimming Pool and assist people in trouble
- Instruct pool patrons on safety issues
Achievements:
- Learned CPR, surf rescue skills and first aid
- Certificate of Commendation for my quick action during an incident
References
Timothy Brown – Financial Director
Blackland Bank
Email: [email protected]
Tel: 07 9000 0000 |
Deborah Gale – Financial Adviser
Getrich Bank
Email: [email protected]
Tel: 07 9200 0000 |
