Benjamin King
Summary
Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
To seek and maintain full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills.
Overview
23
23
years of professional experience
Work History
PROJECT QUALITY LEAD
01.2021 - Current
- Oversee the end-to-end process for the quality review of advice assessment
- Operationalise methodology by managing various activities
- Act as the client's primary point of call for questions and issues relating to internal and external quality assurance
- Build and operationalise the Quality Management Framework
- Manage a team providing oversight on all quality assurance functions
- Maintain Quality Assurance resource allocation and production targets
- Critically assess and act upon business process improvements and productivity uplift.
ASSISTANT TEAM LEAD
06.2020 - 12.2020
- Assistant team lead responsible for support with day-to-day workflow
- Assessment of financial advice files
- Conduct project training regarding efficiencies and processes.
QUALITY ASSURANCE ASSISTANT LEAD & ADVICE SME
02.2019 - 06.2020
- Assistant Team Lead responsible for day-to-day workflow and reporting
- Liaise with internal and external stakeholders
- Provide ongoing coaching to Assurance Analysts
- Conduct governance of analysts to assess and ensure accuracy and expediency of advice file reviews.
FINANCIAL ADVISER - WEALTH MARKET & CAMPBELL GREEN
09.2017 - 12.2018
- Cultivate and maintain relationships with internal and external stakeholders
- Advise clients on strategies such as personal insurance, wealth creation, estate planning, and retirement
- Manage complex relationships to deliver key objectives
- Meet professional compliance standards and ensure extreme attention to detail and a high level of accuracy.
COMPANY DIRECTOR & PRINCIPAL ADVISER - MCFP
10.2014 - 08.2017
- Manage end to end running of a small business
- Engage with mortgage brokers to service their client's holistic advice needs
- Provide advice solutions relating to Superannuation, Retirement Planning, Wealth Creation, and Personal Protection
- Meet professional compliance standards and ensure extreme attention to detail and a high level of accuracy.
RELATIONSHIP FINANCIAL PLANNING MANAGER - ANZ
11.2007 - 10.2014
- Advise Small to Medium Enterprises (SME) and High Net Worth clients on protection strategies
- Manage complex relationships to deliver key objectives
- Meet professional compliance standards and ensure extreme attention to detail and a high level of accuracy.
PARAPLANNER - COLONIAL FIRST STATE AND GODFREY PEMBROKE
07.2005 - 11.2007
- Write holistic Statements of Advice for Advisers
- Meet professional compliance standards and ensure extreme attention to detail and a high level of accuracy.
STOCKBROKER - CHARLES SCHWAB (U.S.A.)
06.2000 - 07.2005
- Maintain client relationships as the Stock Plan Administrator
- Execute trades on behalf of U.S
- Based client across various U.S
- Exchanges.
Education
Advanced Diploma of Financial Services - Financial Planning
Kaplan University
Brisbane, QLDSelf Managed Super Fund Accreditation - Financial Planning
Kaplan University
Brisbane, QLDMargin Lending Accreditation - Financial Planning
Kaplan University
Brisbane, QLDSkills
- Analytical and Critical Thinking
- Multitasking
- Quality Assurance
- Customer Relations
- Organizational Skills
- Attention to Detail
- Analytical Thinking
- Critical Thinking
- Organization and Time Management
- Active Listening
Languages
Italian
Limited Working
Timeline
PROJECT QUALITY LEAD
01.2021 - Current
ASSISTANT TEAM LEAD
06.2020 - 12.2020
QUALITY ASSURANCE ASSISTANT LEAD & ADVICE SME
02.2019 - 06.2020
FINANCIAL ADVISER - WEALTH MARKET & CAMPBELL GREEN
09.2017 - 12.2018
COMPANY DIRECTOR & PRINCIPAL ADVISER - MCFP
10.2014 - 08.2017
RELATIONSHIP FINANCIAL PLANNING MANAGER - ANZ
11.2007 - 10.2014
PARAPLANNER - COLONIAL FIRST STATE AND GODFREY PEMBROKE
07.2005 - 11.2007
STOCKBROKER - CHARLES SCHWAB (U.S.A.)
06.2000 - 07.2005
Advanced Diploma of Financial Services - Financial Planning
Kaplan University
Self Managed Super Fund Accreditation - Financial Planning
Kaplan University
Margin Lending Accreditation - Financial Planning
Kaplan University
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