This is a CV of a candidate looking for a job as:
Financial planner (#849,757,425)
Location: Christchurch (Canterbury), New Zealand (CV #849,757,425)
Growing company market share by tending to existing clients and/or new prospects. Providing financial advice to clients based on their income/personal situation. Dealing with investments, risk cover, fire and general. Making appointments, providing client service (policy servicing queries/unpaid debit orders etc.) Regular product/industry training.
- Anel du Preez
- 38 Years
- Highest Qualification
- NQF5 (Registered Financial Planner 1-3) from Financial Planning Institute of South Africa with C Marks / Grade / Class
- Professional Experience
- 19 Years
- Languages known
- English (Expert)
- Additional Information
- I have extensive experience and knowledge built up over the years from administration/marketing in the banking and insurance/investment industries. I obtained my NQF 5 qualification (on top of my Grade 12/High School diploma). I've also completed Regulatory Industry exams for Representative and Key Person in 2011/2016.
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