Jan Heinrich Kriel
Financial Advisor/ Paraplanner
Somerset West
Summary
I am value driven and have the necessary commitment to pursue my personal goals and life aspirations with confidence and integrity. While Studying BCom Economics and International Trade, as well as my current exposure to the financial services industry and in particular the insurance industry, I discovered my passion and enthusiasm for helping others through financial planning.
Overview
3
3
years of professional experience
2
2
Languages
Work History
FINANCIAL ADVISOR/Paraplanner
Old Mutual
01.2024 - Current
- Developed comprehensive financial plans for clients to achieve short-term and long-term goals.
- Completed Class of business in long-term insurance and investments through Milpark
- RE5 acquired
- Aspiring to achieve CFP designation in 2025
Paid Internship
PPW and associates
04.2022 - 12.2023
- Gained valuable experience working within a specific industry, applying learned concepts directly into relevant work situations.
- Completed Udemy course – Sales and selling with emotional intelligence
- Accompanying a Financial Advisor on multiple client appointments across South Africa.
Education
Bachelors - Economics And International Trade
North West University
01.2020 - 01.2022
POSTGRADUATE DIPLOMA IN FINANCIAL PLANNING -
Stellenbosch University
01.2023 - 01.2024
Matric Certificate -
Nelspruit Highschool
04.2001 -
Skills
- Planning and organizing
- Communication
- Persuasiveness
- Analytical thinking
- Emotional intelligence
- Innovation
- Tenacity
Personal Information
- Age: 23
- Health Status: Excellent
- Date of Birth: 09/25/01
- Marital Status: Single
Activities
During high school I was appointed in several leadership positions. My hobbies include playing several musical instruments, going to the gym, and outdoor activities such as hunting, fishing, and water sports. I am extremely interested in human behavior and how people are different.
Timeline
FINANCIAL ADVISOR/Paraplanner
Old Mutual
01.2024 - Current
POSTGRADUATE DIPLOMA IN FINANCIAL PLANNING -
Stellenbosch University
01.2023 - 01.2024
Paid Internship
PPW and associates
04.2022 - 12.2023
Bachelors - Economics And International Trade
North West University
01.2020 - 01.2022
Matric Certificate -
Nelspruit Highschool
04.2001 -
Similar Profiles
Helen Beverley Van TurhaHelen Beverley Van Turha
Financial Advisor at Old MutualFinancial Advisor at Old Mutual
Martin BekkerMartin Bekker
Senior Business Analyst / Senior Feature Analyst at Old MutualSenior Business Analyst / Senior Feature Analyst at Old Mutual
XIHUNGASI KHAMBANIXIHUNGASI KHAMBANI
Financial Advisor at Old MutualFinancial Advisor at Old Mutual