Francois Van Zyl
Centurion
Summary
Seasoned Senior Financial Advisor with comprehensive experience in large-scale financial planning and portfolio management. Strengths include strategic investment advice, risk management skills and strong client relationships that foster trust and loyalty. In previous roles, significantly increased client portfolio value while maintaining a high level of customer satisfaction. Highly-motivated employee with desire to take on new challenges. Strong work ethic, adaptability, and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills.
Overview
15
15
years of professional experience
Work History
Senior Financial Advisor
Sanlam, Blignaut Bluestar
Centurion
05.2015 - Current
- Advised clients on investment strategies and financial planning.
- Developed personalized financial plans based on client goals and needs.
- Conducted detailed market research to identify investment opportunities.
- Educated clients on financial products and market trends during consultations.
- Facilitated client meetings to review performance and adjust strategies as needed.
- Mentored junior advisors, sharing best practices and industry knowledge.
Compliance Manager
OneLaw
Pretoria
02.2014 - 04.2015
- Developed compliance policies aligning with regulatory requirements for legal practices.
- Collaborated with legal teams to ensure adherence to ethical guidelines.
- Managed risk assessments to evaluate potential impacts on organizational practices.
- Facilitated communication between departments to promote a culture of compliance awareness.
Sales and Training Manager
DC Partner
Pretoria And George
02.2010 - 01.2014
- Developed and implemented training programs for diverse employee groups.
- Facilitated workshops and seminars to enhance team skills and knowledge.
- Organized and coordinated training sessions for new employees.
- Planned and led training programs on staff development to enhance employee knowledge, engagement, satisfaction and performance.
- Produced reports and maintained training documents to support training activities.
Education
Advanced Certificate in Financial Planning (NQF Level 6) - Financial, Tax, Estates, Investmets
Milpark
Online01-2024
Certificate - Finance
Moonstone
Pretoria01-2017
High School Diploma -
Highschool Garsfontein
Pretoria01-2006
Wealth Managment Deploma - Finance
Inceta
MidrandSkills
- Financial analysis
- Investment strategies
- Risk assessment
- Client relationship management
- Regulatory compliance
- Sales experience
- Microsoft office suite mastery
- Operating system expertise
Accomplishments
- International Quality Awards: 6
- Sanlam Eagle Awards: 5
Languages
Afrikaans
First Language
English
Advanced (C1)
C1
Timeline
Senior Financial Advisor
Sanlam, Blignaut Bluestar
05.2015 - Current
Compliance Manager
OneLaw
02.2014 - 04.2015
Sales and Training Manager
DC Partner
02.2010 - 01.2014
Advanced Certificate in Financial Planning (NQF Level 6) - Financial, Tax, Estates, Investmets
Milpark
Certificate - Finance
Moonstone
High School Diploma -
Highschool Garsfontein
Wealth Managment Deploma - Finance
Inceta
Similar Profiles
Alison Olivia SebiaAlison Olivia Sebia
Babysitter at Cherne BlignautBabysitter at Cherne Blignaut
Janne BuysJanne Buys
Promotional Assistant at BlignautPromotional Assistant at Blignaut
Ben SmithBen Smith
Temporary at BlueStar PrintersTemporary at BlueStar Printers
Juanne PetersenJuanne Petersen
Compliance Administrator at OUTSURANCE INSURANCECompliance Administrator at OUTSURANCE INSURANCE
Danise LabuschagneDanise Labuschagne
Senior Software Developer at Interfront PTY LTDSenior Software Developer at Interfront PTY LTD