Helen Beverley Van Turha
Financial Advisor
Kimberley
Summary
Highly motivated Financial Advisor educates clients on investment strategies, retirement planning and financial planning. Proven track record helping clients meet financial goals through sound advice and effective portfolio management.
Experienced with providing comprehensive financial advice and investment strategies. Utilizes deep knowledge of financial markets to guide clients toward their financial goals. Track record of building strong client relationships and delivering personalized financial plans.
Financial professional with proven track record of delivering comprehensive financial advice and solutions. Known for strong analytical skills and ability to develop effective financial strategies. Collaborative team player with focus on achieving client satisfaction and adapting to changing market conditions.
Overview
16
16
years of professional experience
Work History
Financial Advisor
Old Mutual
01.2020 - 06.2024
- Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
- Developed comprehensive financial plans for clients to achieve short-term and long-term goals.
- Provided comprehensive retirement planning services, ensuring clients maintain their desired lifestyle postretirement.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Established new client relationships by conducting thorough needs assessments during initial consultations.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on individual needs.
- Increased client retention rates with personalized communication and regular portfolio reviews.
Store Manager
The Foschini Retail Group
04.2011 - 12.2019
- Managed daily operations to ensure smooth functioning of the store, maintaining a clean, safe environment for customers and employees.
- Managed inventory control, cash control, and store opening and closing procedures.
- Assisted with hiring, training and mentoring new staff members.
- Completed point of sale opening and closing procedures.
- Improved customer satisfaction through staff training in customer service and product knowledge.
- Maximized sales and minimized shrinkage through excellent customer service and adherence to standard practices.
- Maximized sales by creating innovative visual merchandising displays and store layouts.
- Managed store employees successfully in fast-paced environment through proactive communication and positive feedback.
- Increased store profitability by implementing cost-saving measures and efficient inventory management strategies.
- Addressed customer complaints promptly and professionally, resolving issues to maintain positive relationships with clientele.
- Managed financial aspects of store operations, including budget planning, expense tracking, and accurate record-keeping to maintain fiscal responsibility.
- Oversaw loss prevention efforts, minimizing shrinkage by implementing effective security measures and training staff on proper procedures.
- Mentored new hires during their onboarding process, ensuring they were well-equipped to excel in their roles from day one.
- Coached sales associates in product specifications, sales incentives, and selling techniques, significantly increasing customer satisfaction ratings.
- Set effective store schedules based on forecasted customer levels, individual employee knowledge, and service requirements.
- Organized special events such as seasonal sales promotions to drive foot traffic into the store and increase sales opportunities.
- Implemented a loyalty program that boosted repeat business and increased overall sales revenue.
- Ensured compliance with all applicable laws, regulations, policies by regularly reviewing store procedures and taking corrective measures when necessary.
- Upheld and communicated store programs and standards to employees for optimal quality, freshness, safety and cleanliness.
- Maintained open lines of communication with corporate headquarters, sharing pertinent information about store performance and requesting support when needed.
- Collaborated with other managers to develop company-wide initiatives aimed at improving overall performance across all locations.
- Developed a successful employee retention plan, reducing staff turnover rates significantly.
- Enhanced employee performance and satisfaction by establishing clear goals and providing regular feedback.
- Oversaw daily operations to ensure compliance with health and safety standards, maintaining safe environment for both staff and customers.
- Reduced employee turnover by creating supportive work environment and recognizing outstanding performance.
- Improved store layout for better customer flow and product visibility, leading to increase in average purchase size.
Receptionist
Driving School
01.2008 - 11.2010
- Greeted incoming visitors and customers professionally and provided friendly, knowledgeable assistance.
- Responded to inquiries from callers seeking information.
- Resolved customer problems and complaints.
- Confirmed appointments, communicated with clients, and updated client records.
- Kept reception area clean and neat to give visitors positive first impression.
- Answered central telephone system and directed calls accordingly.
- Maintained a well-organized reception area with updated materials, contributing to a welcoming environment for visitors.
- Handled cash transactions and maintained sales and payments records accurately.
Education
Higher Certificate - Financial Products
Higher Certificate in Financial Products
Millpark07-2025
No Degree - Regulatory Exam RE5
Certificate in RE
Moonstone 04.2001 -
High School Diploma -
High School Orion
De Aar, South Africa 04.2001 -
No Degree - Public Relations
FET Campus
De Aar, South Africa 04.2001 -
Skills
Investment planning
Client relations
Problem-solving
Insurance decisions
Sales and marketing
Financial advising
Sales expertise
Relationship building and management
Time management
Financial services
Notes
Please ensure all your personal and academic details are correct as this information will be used for certification purposes on completion of your qualification., Did not submit formative assessment, Did not write formative/summative assessment, Exemption, Subminimum in formative/summative assessment not obtained
Firstname
Helen Beverley
Student Number
MI0332489
Personal Information
ID Number: 8703040135080
Timeline
Financial Advisor
Old Mutual
01.2020 - 06.2024
Store Manager
The Foschini Retail Group
04.2011 - 12.2019
Receptionist
Driving School
01.2008 - 11.2010
No Degree - Regulatory Exam RE5
Certificate in RE
04.2001 -
High School Diploma -
High School Orion
04.2001 -
No Degree - Public Relations
FET Campus
04.2001 -
Higher Certificate - Financial Products
Higher Certificate in Financial Products
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