Dieter Schmikl
IFA (Independant Financial Adviser)
Johannesburg,116 11th Street, Parkhurst
Summary
Accomplished Independent Financial Adviser with a proven track record, specializing in tax-efficient retirement planning and exceptional client engagement. Leveraged interpersonal skills and strategic planning to enhance client satisfaction and retention. Skilled in adapting to new technologies and regulatory changes, ensuring up-to-date, comprehensive financial advice.
Overview
12
12
years of professional experience
1
1
Certification
Work History
IFA (Independent Financial Adviser)
NMG
03.2019 - 06.2024
- Assigned to various corporates to handle employee resignations, dismissals and retirement planning in terms of their company benefits.
- Engaged, developed and maintained relationships with the various HR departments within the corporates to collaborate effectively in terms of an IFA role and function.
- Conducted thorough reviews of clients' existing financial plans, identifying areas for improvement or adjustment.
- Built and maintained relationships with clients to provide ongoing support.
- Maintained up-to-date knowledge on industry trends and regulations, ensuring accurate advice was provided to clients at all times.
- Self-motivated, with a strong sense of personal responsibility.
- Excellent communication skills, both verbal and written.
- Proven ability to learn quickly and adapt to new situations.
- Skilled at working independently and collaboratively in a team environment.
- Worked effectively in fast-paced environments.
- Learned and adapted quickly to new technology and software applications.
- Developed long-lasting relationships with clients to ensure consistent retention and loyalty.
- Anticipated responses and prepared clear and articulate answers.
- Delivered informative presentations at seminars, educating prospective clients on personal finance topics such as retirement planning or wealth management strategies.
- Produced detailed reports outlining key issues and proposed solutions.
- Utilized advanced CRM tools to track client interactions efficiently while maintaining detailed records of their individual goals, preferences, and concerns.
- Enhanced client satisfaction by providing expert financial advice and personalized investment strategies.
- Contributed insights during team meetings aimed at optimizing firm-wide processes and procedures for increased efficiency.
- Developed and maintained strong relationships with other industry professionals, to provide comprehensive financial services to clients.
IFA (Independent Financial Adviser)
Vanguard Financial Group
10.2017 - 03.2019
- Holistic Independent Financial Planning role
- Built and maintained relationships with clients to provide ongoing support.
- Developed long-lasting relationships with clients to ensure consistent retention and loyalty.
- Enhanced client satisfaction by providing expert financial advice and personalized investment strategies.
- Maintained up-to-date knowledge on industry trends and regulations, ensuring accurate advice was provided to clients at all times.
- Conducted thorough reviews of clients' existing financial plans, identifying areas for improvement or adjustment.
- Anticipated responses and prepared clear and articulate answers.
- Evaluated potential investment opportunities.
- Participated in networking events to expand professional connections and attract new clientele.
IFA (Independent Financial Adviser)
Tomlinson & Associates
06.2015 - 10.2017
- Holistic Independent Financial Planning role.
- Built and maintained relationships with clients to provide ongoing support.
- Developed long-lasting relationships with clients to ensure consistent retention and loyalty.
- Maintained up-to-date knowledge on industry trends and regulations, ensuring accurate advice was provided to clients at all times.
- Conducted thorough reviews of clients' existing financial plans, identifying areas for improvement or adjustment.
- Produced detailed reports outlining key issues and proposed solutions.
- Enhanced client satisfaction by providing expert financial advice and personalized investment strategies.
Discovery Financial Adviser
Bravo Spec Investments (Discovery GIC)
03.2014 - 05.2015
- Discovery (Independent Contractor) Financial Planning role.
- Life Assurance/ Investments/ Retirement Planning/ Medical Aid/ Short Term personal lines.
Business Consultant
Discovery (DCS Metro)
02.2012 - 02.2014
- Responsible for marketing Discovery products to Financial Advisors
Education
BCom - Economics & Business Management
University of Pretoria
Pretoria, South AfricaMatric - High School
Pretoria Boys High
Pretoria, South AfricaSkills
Tax Efficient Retirement Planning
Local and International Investing
Wealth Creation
Pension Fund Benefits
Retail Pension Benefits
Client Engagement
Needs Determination
Strategic Planning
Relationship Building
Interpersonal Skills
Training and mentoring
Presentations and public speaking (seminars)
Interpersonal Communication
Data Interpretation
Stakeholder Management
Compliance requirements
Teamwork and Collaboration
Adaptability and Flexibility
Professionalism
Problem-Solving
Self Motivation
Multitasking
Decision-Making
Time Management
Critical Thinking
Analytical Thinking
Excellent Communication
Reliability
Relationship Development
Continuous Improvement
Affiliations
Financial Intermediaries Association of Southern Africa (FIA)
Certification
RE5
Timeline
IFA (Independent Financial Adviser)
NMG
03.2019 - 06.2024
IFA (Independent Financial Adviser)
Vanguard Financial Group
10.2017 - 03.2019
IFA (Independent Financial Adviser)
Tomlinson & Associates
06.2015 - 10.2017
Discovery Financial Adviser
Bravo Spec Investments (Discovery GIC)
03.2014 - 05.2015
Business Consultant
Discovery (DCS Metro)
02.2012 - 02.2014
BCom - Economics & Business Management
University of Pretoria
Matric - High School
Pretoria Boys High
Similar Profiles
Gary CaronGary Caron
Night Charge RN at NMGNight Charge RN at NMG
Nkululeko Charles MtimkuluNkululeko Charles Mtimkulu
Administrator Financial Planning at NMG BenefitsAdministrator Financial Planning at NMG Benefits
Nivedita KholiaNivedita Kholia
Content Writer at NMG TechnologiesContent Writer at NMG Technologies