Experience

Neo Financial Planning

• Paraplanner / New Adviser

  • Nov 2021 - Present

  A diploma qualified financial services professional with over five years’ experience within an IFA of a larger group. Within the practice I have had various tasks from dealing with the clients on a daily basis to generating pension transfer reports. Hoping to continue gaining qualifications from the CII to increase my knowledge of the industry further. New Adviser for Neo Financial Planning with vast experience in pension transfer. A diploma qualified financial services professional with over five years’ experience within an IFA of a larger group. Within the practice I have had various tasks from dealing with the clients on a daily basis to generating pension transfer reports. Hoping to continue gaining qualifications from the CII to increase my knowledge of the industry further. New Adviser for Neo Financial Planning with vast experience in pension transfer.



MitonOptimal South Africa (Pty) Ltd

• Paraplanner

  • Oct 2015 - Oct 2021

  MitonOptimal Portfolio Management (UK) Limited (Formerly Central Investment Planning) Supporting the three IFA’s with every day needs for servicing policies and for new business. - Valuations on Microsoft Excel of clients holdings with their various policies - Fund Switching at the request of the IFA after confirmation from the client - Withdrawal requests, setting up single and regular withdrawals for a client - Crystallising the clients money for their tax free lump sum - Top ups, getting all the required paperwork and sending it to the person needing it - Communication via email or phone to providers & clients about various needs and queries - Generating the TVAS reports on Selectapension for the DB transfers - Taking copies of all paperwork sent and putting it in the appropriate file - All correspondence received via post or email is filed accordingly - Scheduling appointments for the IFA’s