Nancy Bowring

Handled client liaison to support smooth communication and issue resolution.

• Managed day-to-day office administration and maintained organised filing systems.
• Provided administrative support for routine workflows, documents, and shared inboxes.
• Coordinated calendar schedules, bookings, and meeting timing changes.
• Planned events end-to-end, including schedules, vendor coordination, and logistics.
• Delivered customer service by responding promptly to enquiries and requests.
• Entered data accurately and maintained reporting outputs for regular reviews.
• Controlled budgets through tracking spend, raising queries, and recording updates.
• Arranged travel bookings, itineraries, and travel document checks.
• Maintained document management by filing, versioning, and retrieving records quickly.
• Prepared documents using Microsoft Office suite including Word, Excel, PowerPoint, and Outlook.
• Resolved client queries and concerns promptly, demonstrating commitment to exceptional customer service.
• Developed and deepened relationships with new and existing clients.
• Developed and maintained strong relationships with clients through regular, meaningful communication, building trust and loyalty.
• Consulted with clients to assess and meet short- and long-term financial goals.
• Counselled clients on financial matters and provide recommendations investment opportunities, products and services based on client needs and asset availability.
• Promoted business to increase customer base and grow revenue.
• Assisted clients in setting realistic financial goals, developing actionable plans to achieve them.
• Grew and maintained client base to maximise revenue.
• Continuously updated professional knowledge through CPD activities, staying ahead of regulatory changes and industry trends.
• Interviewed clients to identify income, expenses and financial objectives, developing customised financial plans suitable for needs.
• Provided expert advice on pensions, savings, insurance products, and tax planning to optimise clients' financial health.
• Addressed queries and provided advice regarding financial plans and strategies to educate and benefit customer needs.
• Consulted with clients using preferred channels, maintaining customer satisfaction.
• Tailored investment strategies to match individual client profiles, focusing on long-term financial security and growth.
• Demonstrated advantages and disadvantages of different product decisions to provide options, educating and aligning with needs of clients.
• Played a key role in business development activities, attracting new clients through networking and referrals.
• Verified clients' needs and financial resources to determine tailored investment strategy.
• Conducted regular portfolio reviews with clients, ensuring alignment with their evolving financial objectives and risk tolerance.
• Identified client financial goals and risk tolerance to recommend Investment products.

• Supported the same tasks as with Privado Wealth clients day-to-day.
• Collaborated with a younger advisor by leaving to join a new practice.
• Transferred existing relationships and clients after joining the younger advisor's practice.

• Moved to Cape Town from Gauteng and moved to Masthead Financial Planning to work under a corporate umbrella for risk purposes
• Same tasks as what I was doing all along advising my clients specialising in retirements.

• Provided investment advice within holistic financial planning for clients.
• Advised on wills and life assurance alongside investment recommendations.
• Collaborated with administrative assistants to prepare and present proposals to clients.

• Consulted clients on short- and long-term financial goals across retirement planning.
• Developed structured investment strategies to safeguard clients' capital longevity.
• Enhanced client trust through consistent, meaningful communication and proactive follow-ups.
• Moved to improve accessibility to children's educational institutions.