Hannah Downes

Adept Financial Planning Assistant with a proven track record at Coastal Advice Group, enhancing client satisfaction through meticulous financial analysis and strategic planning. Excelled in client engagement and problem-solving, leveraging skills in Xplan and effective communication. Demonstrated ability to streamline processes and improve financial forecast accuracy, contributing to long-term client success.

Highly productive Financial Planning Assistant driven to develop and maintain lucrative client relationships. Results-oriented and known for streamlining administrative tasks. Looking for a new opportunity where attention to detail and financial planning experience will be appreciated.

Reliable Financial Planning Assistant promoting more than [Number] years of expertise managing research projects and planning client meetings. A bilingual individual with a track record of preparing correspondence for mailing and assisting with website postings. Offering attention to detail and strong quantitative skills.

Personable candidate committed to helping clients meet financial goals. Extensive experience developing and implementing investment strategies tailored to clients' individual needs and objectives. Passionate about providing sound financial advice and helping clients reach financial goals.

• Documented and resolved [Issue] which led to [Results].
• Supervised team of [Number] staff members.
• Achieved [Result] through effectively helping with [Task].

• [Area of certification] Tier 1 Generic Knowldge
• [Name of Certification] [Issuing Organization] [Year Month]

caltex all rounder, first in business and economics, univeristy awards?