Micyla Farrell
Financial Advisor, Data Capturer, Marketing, Admin
Cape Town
Summary
Enthusiastic, self-motivated, and reliable professional with a strong background in financial advice, administration, and client services. Currently a Financial Advisor at Sanlam, excelling in financial planning, sales, client relationship management, and tailored investment strategies. Skilled in invoicing, billing, payments, and office administration, with a proven track record of accuracy, organization, and attention to detail.
Dynamic and goal-oriented, I thrive in fast-paced environments, leveraging strategic thinking, adaptability, and problem-solving to deliver exceptional results. Recognized as a good listener, fast learner, and effective communicator, I excel at building strong, lasting relationships with clients and colleagues. With excellent communication skills and the ability to perform under pressure, I consistently create outstanding client experiences while driving success for my team and organization.
Overview
5
5
years of professional experience
2
2
Languages
Work History
Financial Advisor
Sanlam
05.2025 - Current
- 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.
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
- Ensured compliance with industry regulations and company policies while serving clients'' best interests.
Trainer/Admin & Sales
Body20
10.2022 - 04.2025
- Evaluated the effectiveness of training initiatives by tracking participant progress and gathering feedback for continuous improvement.
- Provided one-on-one mentoring to help individuals reach their full potential within the organization.
- Coached employees on best practices, providing constructive feedback to support their professional growth.
- Collaborated with subject matter experts to create accurate training content.
- Managed front-desk operations, including scheduling appointments, answering phones, and handling client queries.
- Processed membership applications, payments, and account updates.
- Supported debtors administration by tracking outstanding fees and following up on client payments.
- Maintained accurate data capturing and filing systems for client information.
- Assisted with sales administration, preparing contracts and processing sign-ups.
- EMS Training
Receptionist Administrator
Edge Fitness Club
01.2022 - 09.2022
- Answered incoming calls, directing clients to individuals addressing specific needs.
- Handled complaints and questions, and re-directed calls to other team members.
- Greeted incoming visitors and customers professionally and provided friendly, knowledgeable assistance.
- Boosted company image by providing friendly, professional, and timely assistance to all visitors, clients, and vendors.
- Kept reception area clean and neat to give visitors positive first impression.
- Enhanced customer satisfaction by efficiently managing incoming calls and directing them to appropriate departments.
- Answered questions regarding company pricing and policies.
- Assisted with administrative tasks such as filing, copying, and data entry as needed.
- Sorted and distributed mail to appropriate staff members or departments daily.
- Trained new employees on receptionist duties ensuring they were familiar with company policies and procedures.
- Managed mail, packages and courier deliveries in and out of office.
- Processed expense vouchers and managed petty cash.
Marketing Assistant
Infinity Sourcing & Thermal
03.2021 - 10.2021
- Input new data, updated old records and cross-checked information to keep marketing database up-to-date.
- Increased brand awareness by implementing targeted marketing campaigns and social media strategies.
- Created engaging content for Linkedin, Facebook, and Instagram.
- Proofread marketing collateral ahead of printing to eliminate errors.
- Updated spreadsheets with statistical, financial and non-financial information.
- Boosted sales performance by assisting in the creation of persuasive marketing materials such as brochures and product sheets.
- Maintained comprehensive database of contacts for outreach efforts.
- Compiled data from various sources to create reports on marketing performance.
- Participated in brainstorming sessions to generate new ideas for campaigns or initiatives.
- Provided administrative support.
- Supported Marketing Manager in day-to-day tasks and projects.
- Supervised and directed data collection strategies.
- Meetings and notes.
Restaurant Waiter
Old Boys
12.2020 - 02.2021
- Assisted team members with learning menus and offering guests targeted suggestions.
- Developed customized training materials for various positions within restaurant.
- Supported administrative functions, including invoicing, filing, and record-keeping.
- Handled cash transactions, reconciled tills, and ensured accurate financial records.
- Delivered excellent customer service, managing orders efficiently in a fast-paced environment.
- Assisted with stock control and inventory management.
- Coordinated schedules for trainees, ensuring adequate coverage during peak dining hours.
Education
High School Diploma -
High School Middelburg
Middelburg, South Africa 04.2001 -
Skills
- Filing & Record Management
- Problem-solving
- Reception & Frontline Support
- Data Capturing & Microsoft Excel
- Customer Service & Client support
- Deadline oriented approach
- Team Collaboration & Reliability
- Strong communication skills
- Accuracy and attention to detail
- Research and data collection
- Financial and investment knowledge
- Administrative excellence
- Time management & Organization
Additional Information
Date of Birth: 7 December 2002
Nationality: South African
References:
1. Tiaan Potgieter
tiaanpot77@gmail.com
061 494 2146
2. Ruan Roode
ruan.roode@body20.co.za
083 700 7877
Hobbies
- Outdoor activities such as hiking or walking
- Travel
- Dancing
- Networking & business events
- Fishing
Timeline
Financial Advisor
Sanlam
05.2025 - Current
Trainer/Admin & Sales
Body20
10.2022 - 04.2025
Receptionist Administrator
Edge Fitness Club
01.2022 - 09.2022
Marketing Assistant
Infinity Sourcing & Thermal
03.2021 - 10.2021
Restaurant Waiter
Old Boys
12.2020 - 02.2021
High School Diploma -
High School Middelburg
04.2001 -
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