PA in Momentum Financial Planning
Job Experience
PA
Momentum Financial Planning
June 2012 to Actually working here
I am a personal assistant for a Momentum Broker/Financial Planner.
1. Diary Management
2. Client Quotes
3. FIling, Faxing, Copying, Scanning of Applications, Monthly Investments Updates on Spreadsheets and statements.
Financial Advisor
Old Mutual Group Schemes
January 2011 to Actually working here
I was a financial advisor, selling insurance to potential clients, funeral covers,investments and retirement plans, checking affordability.
Administrator
Old Mutual Group Schemes
June 2007 to Actually working here
I was providing Administrative assistance to all the financial advisors in the branch, acting Personal Assistant to the branch managers, doing client updates monthly, monthly reports on productions per Advisor.
Education
NQ4 Long Term Insurance
Intec College (Sudáfrica)May 2007 to June 2008
Languages
English
Medium
IT skills
Computer Literate
Advanced
Other Skills
More Xolani
Career Goals
Industries of interest
Areas of interest
Availability to travel and work outside the city
No