Shaun Lombard
Financial Advisor
Cape Town
Summary
Results-driven financial professional with a strong track record in designing effective financial strategies and managing diverse investment portfolios. Recognised for building trusted client relationships, fostering team collaboration, and consistently delivering client-focused results. Adaptable, dependable, and effective in dynamic, fast-paced environments.
Overview
6
6
years of professional experience
Work History
Financial Planner
Sanlam
06.2023 - Current
- Educated clients on various investment products and tax-saving strategies, empowering informed decision making.
- Drafted comprehensive financial plan to offer recommendations and supporting data.
- Conducted thorough risk assessments, ensuring appropriate asset allocation aligned with clients'' risk tolerance levels.
- Developed recommendations specific to client's financial situation on variety of topics.
- Built strong relationships with clients through consistent communication and proactive portfolio updates.
- Managed sensitive client information with utmost discretion, building trust among existing and prospective clientele alike.
Assistant Manager
Mazars
06.2022 - 05.2023
- Managed employee payroll processes including salary calculations, deductions administration, leave tracking, and timely payment disbursement.
- Achieved greater accuracy in financial data entry through rigorous attention to detail and regular quality checks.
- Ensured timely bill payments by managing accounts payable, reviewing invoices, and processing transactions.
- Performed ad-hoc financial analyses as needed to support decision-making efforts for cost-saving initiatives or new business opportunities.
- Trained and helped less experienced staff manage workloads and assignments, facilitating the fulfillment of organisational objectives.
- Determined tax owed, completed and filed returns whilst ensuring compliance with applicable laws.
Accounting Clerk
Mazars
06.2019 - 05.2022
- Maintained organized filing systems for accounting records, ensuring easy access to crucial financial information when needed.
- Input high volume of monthly invoices with consistent accuracy.
- Managed accounts payable and receivables and payroll.
- Facilitated timely month-end closing activities by completing accurate journal entries and account adjustments.
- Enhanced financial reporting accuracy by conducting thorough account reconciliations and resolving discrepancies promptly.
Education
Regulatory Examination RE5 - Insurance
Moonstone
South Africa 04.2001 -
High School Diploma -
Grey College
Bloemfontein11-2015
Skills
Team collaboration skills
Sales expertise
Effective leadership skills
Insurance planning
Portfolio management
Continuing education
Wealth management
Referral management
Time management
Accomplishments
Recognised as a Top 5 Finalist in Sanlams Falcon Competition for Newcomers, highlighting exceptional performance, client engagement, and business growth within the first year.
Timeline
Financial Planner
Sanlam
06.2023 - Current
Assistant Manager
Mazars
06.2022 - 05.2023
Accounting Clerk
Mazars
06.2019 - 05.2022
Regulatory Examination RE5 - Insurance
Moonstone
04.2001 -
High School Diploma -
Grey College
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