Hi, I’m
Kate Frances McKinnon
Financail Advisor
Kempton Park,GP
Summary
Looking for a set salary
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.
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.
Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Pursuing full-time role that presents professional challenges and leverages interpersonal skills, effective time management, and problem-solving expertise.
Overview
15
years of professional experience
3
years of post-secondary education
2
Languages
Work History
Sanlam
Financial Advisor
12.2023 - Current
Job overview
- Cold calling and managing client portfolios
- Number of staff personally supervised, if any :
- Risk planning
- Investment planning
- Cold calling
- Managing short term book
- Reason for leaving: Looking for another job with a set salary
Linda Lusse Brokerage
Paraplanner
10.2019 - 05.2023
Job overview
- Company Overview: 800 clients financial planning specialized in short term insurance
- Risk investment and retirement planning and wills writing
- Number of staff personally supervised, if any :
- Email clients
- Investment planning
- Risk planning
- Cold calling
- Customer relation management
- 800 clients financial planning specialized in short term insurance
- Risk investment and retirement planning and wills writing
- Reason for leaving: resigned
Old Mutual
Financial Advisor
01.2014 - 10.2019
Job overview
- 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.
- Ensured compliance with industry regulations and company policies while serving clients'' best interests.
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
- 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.
Old Mutual
Financial Advisor
01.2014 - 10.2019
Job overview
- Company Overview: Financial advisor for 8 years resigned as I found a new job and hours were too difficult as I have a child and he was born in March 2019
- Number of staff personally supervised, if any :
- Cold calling
- Driving to see clients
- Building my own book of short term and other business
- Managing time and partner in a practice
- Financial advisor for 8 years resigned as I found a new job and hours were too difficult as I have a child and he was born in March 2019
- Reason for leaving: pregnancy and new job
Timamoon Lodge
Assistant Manager
01.2010 - 01.2011
Job overview
- Company Overview: 5 star 6 lodges
- Menu planning and hosting at night
- Number of staff personally supervised, if any :
- Check lodges
- Manage housekeeping
- Keeping the rooms clean
- Checking pools and mini bars
- Helping the GM and stock take for mini bars
- 5 star 6 lodges
- Menu planning and hosting at night
- Reason for leaving: family member passed away and got a new job
Education
Tshwane University of technology
Tourism management diploma
Milpark online
Higher certificate from financial planning
RE5 Milpark
from Finance
01.2017 - 02.2017
St Thomas Aquinas
GRADE 12 OR MATRIC
Skills
Point of Sales
Client relations
Investment planning
Problem-solving
Sales and marketing
Financial advising
Sales expertise
Investment advice
Insurance planning
Wealth management
Risk assessment
Employment References
- Linda Lusse, Succession Financial Planning, Boss, 0722606518
- Krishan Naaidoo, Old Mutual, Manager, 0767287268
- Gayln Hammond, Timamoon, 0824453788
Own Vehicle
True
Reason For Availability
Looking for a set salary
Availability Notice Period
Immediate
Current Salary - Gross
R25 000.00
Contact Number
- Mobile, 0675481651
Personal Information
- Citizenship: South African
- Date of Birth: 01/03/89
- Driving License: EB
- Marital Status: Single
Timeline
Financial Advisor
Sanlam
12.2023 - Current
Paraplanner
Linda Lusse Brokerage
10.2019 - 05.2023
RE5 Milpark
from Finance
01.2017 - 02.2017
Financial Advisor
Old Mutual
01.2014 - 10.2019
Financial Advisor
Old Mutual
01.2014 - 10.2019
Assistant Manager
Timamoon Lodge
01.2010 - 01.2011
Milpark online
Higher certificate from financial planning
01.2019
St Thomas Aquinas
GRADE 12 OR MATRIC
01.2008
Tshwane University of technology
Tourism management diploma
01.2010