Samuel John Saquin

Block 5, Purok 8, Kamputhaw, Cebu City, Philippines (-- SAMUEL JOHN SAQUIN SUMMARY SKILLS & ABILITIES Friendly and energetic individual with a solid career history in Australian financial planning industry. Motivated to help you grow your business in a part time basis. Expert in successfully managing client expectations. Punctual and prompt in terms of delivering my deliverables.      EXPERIENCE Market Research (Data mining) Proficient in MS Office, Google Docs, Google Sheets, etc. Proficient in XPlan, COIN, Adviser Logic and MidWinter (Financial Planning softwares) Paraplanning responsibilities (Fact Find, Product Comparison, Strategy modelling and SoA creation) Excellent English communications skills (Email and Verbal) BREADTALK – STORE MANAGER JUNE 2016 – OCTOBER 2016 Manages the day to day operations of one of Asia’s high end bakery. QUALITY CHECKER/TRAINER/ADMIN ASSISTANT – VIRTUAL BUSINESS PARTNERS NOVEMBER 2016 – JULY 2017    Trains new hire for some basic tasks like audio transcription, data entry to CRM and Forms preparation. At the same time ensures that their work is as of best quality with no errors before sending to Australian clients. Part of the team that makes part time clients become full time clients by exhibiting high level of quality work and communication. Takes over the task of a colleague when not around. PARAPLANNER – VIRTUAL BUSINESS PARTNERS JULY 2017 – JULY 2018   Creates the Statement of Advice document which involves various strategies to implement which is based on client’s current financial situation to make the client’s retirement smooth sailing at the same time achieve their objective/goal. Obtained Australian Diploma of Financial Planning (RG146) through International Institute of Technology of Australia. EDUCATION COLLEGE Bachelor of Science in Management (2012 – 2016) University of the Philippines-Cebu (UP Cebu) Gorordo Avenue, Lahug, Cebu City  Graduated in Philippine’s most prestigious school. DIPLOMA OF FINANCIAL PLANNING (RG146) International Institute of Technology of Australia (2017) COMMUNICATION On my previous job, I handled training sessions of new batch hire every other month. Explaining to them the “technical how to” on using various CRMs as well explaining to them its importance in line with Australian Financial Planning Industry. I also maintain rapport with my clients to gain their trust by exhibiting excellent communication skill both verbal and email as well as exhibit excellent work quality. LEADERSHIP Special Project Director - Youth For Christ – Campus Based -) Spearhead income generating projects that is used to fund organization’s events. Coordinate entire members during activities and events.  Plan, organize and implement events.   Vice President for Finance - University of the Philippines Cebu Management Circle (2014 -2016)     Page 2 Ensures that monetary funds are sufficient for the organization’s projects and events. Prepares the organization’s financial statement at the end of every semester. Spearheads income-generating projects (IGP). Ensures that monetary funds are properly allocated.