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Are you a numbers wiz who likes to help manage finances? A certified financial planner must have a thorough knowledge of accounting, taxes, and more, and you need to display this in a cover letter. Our certified financial planner cover letter examples demonstrate how to structure your letter so that you’ll get the job you’ve been waiting for.
61 Wellfield Road
Roath, Cardiff CF4 3DG
Cell: 07956 654 32
Seeking entry-level position as a Financial Planner. Superb Expertise in listed equity and index options as well as knowledge of regulatory inquiries and examinations, retail, and professional trading practices and back-office functions. Expertly creates customised financial strategies to meet client needs. An effective communicator and team-builder with strong analytical, management, and organisational skills.
2012 Kingston University London,
Bachelor of Science Business Administration
Certified Financial Planner
NASAA Series 65 License
Develop, produce, and enhance risk and monitoring reports.
Diligently review speciality loan portfolios for compliance with all reporting requirements, performance, and transaction quality.
Analyse financial information to determine strategies for meeting financial objectives.
Review accounts and results to determine whether life changes, economic developments, or financial performance indicate a need for plan revision.
Implement financial planning recommendations.
Create charts and graphs to illustrate daily, monthly, and annual financial reports.
Investigate red flags for fraud, embezzlement, money laundering, tax evasion, false accounting statements, organised crime, terrorist financing, and insider trading.
Assist seniour-level credit officers with complex loan applications.
Knowledge of regulatory requirements including Bank Secrecy Act, Anti-Money Laundering, OFAC, USA Patriot Act, Privacy Act, and Community Reinvestment Act.
Maintain confidentiality of bank records and client information.
March 2011 to Current
MarketPro Birmingham, West Midlands
Provide receptionist and administrative assistant services at a busy advertising firm.
Maintained front desk and reception area, drafted correspondence, managed visitors, and assisted executive with administrative functions as needed.
August 2008 to February 2011
Holiday Inn Express London, England
Front Desk Clerk
Handled billing, registration, and hotel inquiries for 180-room hotel.
Greeted guests, issued room keys, and offered entertainment options in Little Rock.
October 2005 to July 2008
London School District London, England
Filled in on short- and long-term basis at schools throughout the city for teachers out on holiday, using personal days, or suffering from illnesses.
Enforced rules for behaviour and procedures for maintaining order among a classes of 15-35 students.