Financial planning entry-level resume

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]


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.


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


  • 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


  • 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


  • Manage day-to-day administrative duties such as data entry and filing client information


  • 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


  • 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


  • 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


  • Supervise swimmers at Blackland Swimming Pool and assist people in trouble
  • Instruct pool patrons on safety issues


  • Learned CPR, surf rescue skills and first aid
  • Certificate of Commendation for my quick action during an incident


Timothy BrownFinancial Director
Blackland Bank
Email: [email protected]
07 9000 0000
Deborah Gale Financial Adviser
Getrich Bank
Email: [email protected]
07 9200 0000
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