Experience

LIFT-Financial Group

• United Kingdom
• Financial Services
• 1 - 100 Employee

• Client Support Associate

  • Jun 2021 - Present

  Providing an efficient new business processing service for sales consultants, completing trades/fund switches, liaising with product providers and ensuring that new business is set up correctlyProviding administration support in relation to valuations, transfer of servicing and client reviews to allow sales consultants to conduct efficient client meetingsProviding an effective link between the client and the consultant ensuring that both are kept up to date with all matters relating to their financial affairsEnsuring that all client information is stored on the relevant system, and it is updated accurately and timely checking that all compliance requirements are metPreparing invoices for work completed for clientsIssuing original policy documents to clients where appropriate and checking that copy documents/contract notes are issued within the agreed turnaround timescale ensuring they are accurate and reflect the requirements of the clientProvide post-meeting administration support to consultants ensuring that all work is completed within agreed timescalesEnsuring that any complaints (formal or informal), breaches or losses are reported to the Compliance Officer at the earliest possible opportunity



Ubuntu Wealth Management Ltd

• United Kingdom
• Financial Services
• 1 - 100 Employee

• Office and Accounts Administrator

  • Feb 2019 - Jun 2021

  Switchboard & Appointment Making & Diary Management for advisors Meeting preparations - ·Preparation of existing client valuations / files ready for reviewsGeneral Office Administration -Computer literate, conscientious and good attention to detail.Accounts & Payroll (Xero) - Processing Payroll monthly and adding and removing staffProcessing of new business, proactive ongoing client management, platform-based work, regular contact directly with clients & wrap/platform providers Receiving and acting on instructions from advisers, office manager & paraplanner following client meetings.Creating and producing letters & reportsObtaining illustrations and product information from providersLiaising with clients and product providers on outstanding documents and queries.



Self-Employed

• Self Employed / Part Time work (Various)

  • Nov 2017 - Jan 2019

  Relocated to UK worked various small positions to settle inTook some time to see a bit of the country and its neighbours Relocated to UK worked various small positions to settle inTook some time to see a bit of the country and its neighbours



Gecko Creek Wilderness Lodge

• General Manager

  • Feb 2015 - Sep 2017

  Reservations - Telephonic and administrative – prompt hourly replies and communications. Managing the reservations for all accommodation.Quickbooks - entering all relevant data on a monthly basis and producing reports etc, for the ownerReceiving payments for bookings and consolidating on a monthly basis Solid – Excel, Word, Outlook / Book Keeping.Updating and maintaining social media sites and platformsEngagement of guests - Welcome, assist, inform, offer possible field guide walks General housekeeping and daily monitoring - Keeping all areas spotlessly clean Housekeeping - Overseeing & Maintaining high standard for all areasCatering - Offering a full menu to all out guests and planning groups / functionsOverall bookkeeping and assisting with Tax year end submissions



Geotech

• South Africa
• Staffing and Recruiting
• 1 - 100 Employee

• Relationship Manager (Recruitment) – Sub-Saharan Africa

  • Feb 2014 - Dec 2015

  Specialist Recruitment Consultant for Engineering, Remote Site Services & Oil & Gas in Sub-Saharan AfricaSuccessfully placed professionals within top companies throughout AfricaResponsible for Global selection and networking. Developing a good understanding of client companies, their industry, what they do and their work culture and environment Building relationships with clients and candidates Advertising vacancies and using social media Using existing candidate databases and networking to find the right person for the client’s vacancy; When required requesting references and checking the suitability of applicants before submitting their details to the client; Briefing the candidate about the responsibilities, salary and benefits of the job in question; Preparing CVs and correspondence to forward to clients in respect of suitable applicants; Organizing and managing interview process for candidates as requested by the client; Informing candidates about the results of their interviews; Negotiating pay and salary rates and finalizing arrangements between client and candidates; Offering advice to both clients and candidates on pay rates, training and career progression



EarthStream Global

• United Kingdom
• Staffing and Recruiting
• 100 - 200 Employee

• Consultant Sub-Saharan Africa

  • Feb 2012 - Feb 2014

  Responsible for Global selection and networking. Developing a good understanding of client companies, their industry, what they do and their work culture and environment Building relationships with clients and candidates Advertising vacancies and using social media Using existing candidate databases and networking to find the right person for the client’s vacancy; When required requesting references and checking the suitability of applicants before submitting their details to the client; Briefing the candidate about the responsibilities, salary and benefits of the job in question; Preparing CVs and correspondence to forward to clients in respect of suitable applicants; Organizing and managing interview process for candidates as requested by the client; Informing candidates about the results of their interviews; Negotiating pay and salary rates and finalizing arrangements between client and candidates; Offering advice to both clients and candidates on pay rates, training and career progression



Communicate Recruitment

• South Africa
• Staffing and Recruiting
• 100 - 200 Employee

• Engineering Recruitment

  • Apr 2011 - Feb 2012



The Breede River Lodge & Rawson's Property Group

• General Manager & Estate Agent

  • Jan 2008 - Mar 2011

  Property & real estate (Real estate broking) position in the Property (Real Estate) industry Mandates Admin Selling Property Advertising and Marketing property Liaising with seller and potential buyers General Manager / Marketing Manager (The Breede River Lodge***) • Full a la carte Restaurant/Bar Area/ Harbour/Conferencing • Set Room rates Monitor income and expenses • Communicate with managers and plan large events • Supervise staff Oversee reservations and room assignments • Maintain housekeeping cleanliness and standards• Meet with clients and plan event schedules• Manage and maintain facilities • Observe and monitor workers performance • Oversee all HR related duties • Oversee all OHS and IOD Resolve complaints Use GAAP to assist with Stock take and stock level management • Greet and maintain client relations Interview and hire staff Assign duties to workers and schedule shifts Maintain and source marketing opportunities (Social Media etc.) • Attend Marketing functions e.g., Expo's, networking meetings • Deputy Chairperson for the Witsand Tourism and involved in planning annual Festival and sourcing sponsorship



Family Funeral Services

• Individual and Family Services
• 1 - 100 Employee

• Group Human Resource Manager

  • Mar 2006 - Sep 2008

  Screening, Interviewing and assisting with the selection of new employees. Oversee Recruitment process and conduct interviews Source and select candidates Creating & maintaining employee files To manage and service the organization in all human resources and industrial relations matterPart of the Companies Leadership Team providing input and advice both on the business and in the HR area of expertise. Analyses and implement Human Resource policies and procedures. Keeping management up to date and informed on HR issues. Ensure full compliance with all labour legislation. Industrial relations advice - Retrenchment/redundancy strategy and internal hearings/appeals. Represent the Company in all CCMA processes, including labour court cases. Providing a support service, to all branches. Submitting of monthly reports and corrective actions. Implementing and controlling training procedures Controlling of all leave applications Assisting with the drafting and training of Operational Procedures. Development, amendment and interpretation of HR policies. Managing staff appraisal, succession planning, recruitment and staff transfer processes.Taking, Typing and distributing of minutes.



The Bay Hospital

• Personal Assistant

  • Feb 2002 - Mar 2006

  Feb 2005 - 2006 Personal Assistant for ICU (The Bay Hospital) South Africa (KwaZulu-Natal)KRONOS - Maintaining staff time sheets Capturing Schedules Reporting to the HOD Liaising between staff, doctors and patients General Office Admin Answering and screening calls Filing and faxing Typing and distributing all necessary documents Managing correspondence • Arranging departmental meetings and taking minutes Ordering of the stationery Compiling of monthly stats Selected as the ward's Health and Safety representative. January 2002 - January 2005 Receptionist (The Bay Hospital) • Admission of patients • Discharge of patients • Liaising with M/Aids Liaising with Dr's and wards Receipting and banking of moniesEnquiries Switchboard Debt collecting Filing and faxing Ordering of stationery General Office Duties



Edgars

• South Africa
• Retail
• 300 - 400 Employee

• Jewellery Sales Consultant

  • Jan 1995 - Dec 2001

  Sales: Won a number of Sales awards for achieving targetsMerchandising Service Centre Customer queriesRepairs Sunglasses & costume jewellery Ordering stock & maintaining stock levels. Debt collecting Sales: Won a number of Sales awards for achieving targetsMerchandising Service Centre Customer queriesRepairs Sunglasses & costume jewellery Ordering stock & maintaining stock levels. Debt collecting