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Financial Planner / Advisor

B.Comm (1994) (Hons) (1995) at UP in Marketing Management. CFP (1999) with FPI SA. Senior consultant for Proffessional Providend Society of SA from 1996-2001. Management position, managing representatives and brokers, in order to achieve sales targets. Started an independent brokerage in 2001. Grew brokerage into a very sucessfull Financial Service Provider. Currently principal and CEO of brokerage with 5 independent brokers, specialising in business insurance and high nett worth proffessionals

Work Preferences

Desired Salary
Negotiable per year  
Availability
3 Weeks  
Desired Job Type
Full Time  
Can Travel for Work
Extensively  
Highest Education Level
Bachelor Degree  
Current Location
Other - Outside Australia  
Willing to relocate?
Yes
Residency / Visa
I Require Sponsorship

Skills Profile

Client Service Manager
Financial Advisor/Associate
Financial Planner (High-Net-Worth)
Financial Planner (Retail)
Financial Planner (Risk Focused)
Financial Planning Manager
Insurance (general)
Insurance (Life)
Technical Skills Skill Last Used Yrs. Exp.  
  Certified Financial Planner (CFP) with FPI RSA 2010 11  
  Various financial packages 2010 9  
  Windows Office (word, excel, power point, outlook) 2010 14  
Other Skills
I am a very serious, dedicated and hard working person, with a passion and ability for financial planning, very skilled in the building and maintaining of client relationships, with an above average managerial skill to motivate, inspire, co-ordinate, help and manage other financial planners in order to reach set goals.

Employment History

Job Title
Bank teller / Enquiry clerck (Standard Bank of SA)
Industry
Financial Services
01/1993 to 12/1995
Worked as a bank teller and enquiry clerck on a temporary basis, while completing my B Comm and B Comm Hons.
Job Title
Broker Consultant (Proffessional Provident Society of SA)
Industry
Financial Services
01/1996 to 07/1998
Building relationships with brokers in order for them to promote and sell the product offerings of the Proffessional Procident Society of SA (PPS) to their clients.
Servicing brokers, providing sales and technical assistance.
Job Title
Senior Broker Consultant (Proffessional Provident Society of SA)
Industry
Financial Services
07/1998 to 02/2001
In charge of several sales regions, for the managing and obtaining of sales targets of PPS of SA.
In charge of organising, managing and co-ordinating marketing efforts to universities and proffessional organisations.
Product and sales trainning to brokers.
Job Title
Principal and Managing Director (Visicor Group (Pty) Ltd)++++++++++++++++++++++++
Industry
Financial Services
03/2001 to Current
Started a new independent brokerage. Developed the brokerage to a fully fletched Financial Services Provider, contracted with six major life insurers. Grew the business and its client base into an organisation with a staff compliment of 5 brokers, and 6 assistants, specialising in business insurance and the personal financial planning of high nett worth proffessional individuals, with a shortterm insurance arm, a legal desk and linked accounting firm.

Developed and maintained a sucessfull online marketing strategy with a sucessfull website: www.theinsuranceshop.co.za

In this time I acted as an financial planner to my corporate and individual clients, a principal and manager to the other brokers and a general manager of the business in order to manage the day to day operation of the brokerage, develop and impliment the marketing and strategic positioning strategy of the brokerage.

Qualifications

Completed Institution Degree / Qualification
1994 University of Pretoria B Comm  
1995 University of Pretoria Honours  
1999 University of Freestate CFP  

Work Related Training & Certification

Completed Institution Training / Certification
1998 Insurance Institute of SA Certificate of Proviciency  
1999 Insurance institute of SA Business Intermediate Certificate