Dear Sir/Madame,
I am living in European Union (Croatia) and having achieved my Kaplan Professional Diploma of Financial Planning, I have acquired a extensive of knowledge and skills in subjects including financial investment, accounts payable / receivable, superannuation/pension, insurance, tax reduction and many types of administration services.
I am inviting you into my Portfolio.
Highlights of my background include:
• Preparation Statement of Advice (Paraplanner)
• Preparing client review statements and information, including performance reports
• Generate client account reports and documents for service meetings
• Analyze client investment portfolios
• Submitting new business and following through to completion stage – pensions/investments/protection and fund switches
• Dealing with new and existing business via online systems/platforms
• Extensive use of XPLAN (IRESS) software
• Ad-hoc business related excel reporting
• Preparation of Fund's report
• Pproficiency in financial research and in-depth data analysis of clients investment portfolios.
• Proficiency in Microsoft Word, Excel, PowerPoint, QuickBooks, etc.
Thank you for your considerations and I am looking forward to hear you.
Kind regards,
Mirela