5/131 Jacob Street
Blackland QLD 4000
T: (07) 9000 0000
M: 0400 050 505
Regional Bank of Australia
Locked Bag 4444
Blackland QLD 4000
Dear Mr Kennedy
Re: Entry-Level Financial Planner
I wish to apply for the Entry-Level Financial Planner position as advertised in The Sydney Morning Herald on 17 November 2008.
I am passionate about solving financial problems and devising investment plans, and am keen to pursue a career in financial planning. I recently graduated from the Financial Services Institute of Queensland with a Graduate Diploma in Financial Planning and PS146 compliance. I also have almost two years experience working in the financial planning divisions for Getrich Bank and Blackland Bank.
In my current position as a Financial Planning Assistant at Blackland Bank, I work closely with my Financial Director and finance team to give clients the best financial solutions. I meet clients on a daily basis to answer queries and enable them to make financial decisions according to their own unique situations and I work to maintain excellent relationships with them. I also answer a wide range of customer enquires from the bank’s inbound call centre and use various software programs such as Windham to complete customer reviews.
My previous experience as a Financial Planning Support Officer at Getrich Bank honed my communication, organisation and multitasking skills. In this role, I managed my time between assisting a senior financial planner with maintaining relationships with clients and planning investment strategies, and completing administrative tasks such as compiling customer profiles, overhauling the database and collating market rates.
I am excited about the opportunity to join the financial planning team at Regional Bank of Australia. Please find my resume and academic record attached and I look forward to an opportunity to discuss my suitability for the position further at an interview.