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Financial planner (#849,757,425) 

Location: Christchurch (Canterbury), New Zealand (CV #849,757,425)

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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.

Personal Details

Name
Anel du Preez
Gender
Female
Age
38 Years

Job Details

Employment Status
Full time
Type of Salary
Fixed salary
Preferred Job Location
Town
Christchurch
Population
373,200
Post Code
NZ-8011
District
Christchurch City
State
Canterbury
Country
New Zealand

Educational Qualifications

Highest Qualification
NQF5  (Registered Financial Planner 1-3) from Financial Planning Institute of South Africa  with C Marks / Grade / Class

Professional Details

Professional Experience
19 Years
Languages known
English  (Expert)
Afrikaans (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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  • Statistics for this Jobseeker's Posting

    Gigajob-ID
    849,757,425
    Posted
    > 99 days ago
    Short-Link
    https://en-nz.gigajob.com/849757425.html
    Seen in Search Results
    This ad was matched 48 time(s) in Gigajob search results
    Page Viewed
    This ad was viewed 3 time(s) by Gigajob users