Profile
Financial adviser with six years advising individuals and small businesses on life cover, retirement and investments. RE5 qualified, meets the FAIS fit-and-proper requirements and keeps continuing professional development up to date.
Experience bullets
- Built a client book of 280 families, 70% of them from referrals.
- Grew assets under advice from R 40 million to R 95 million in four years.
- Completed needs analyses and records of advice that passed every compliance file review.
- Ran retirement-planning talks for staff at three local employers, bringing in 35 new clients.
Skills
Needs analysisRetirement planningRisk coverInvestmentsFAIS complianceRecord of adviceClient relationshipsCRM systems
Put RE5, your recognised qualification and the product categories you are authorised to advise on near the top. Employers check fit-and-proper requirements before anything else.