Susanah Maimani

● Conduct thorough research and analysis across all areas of financial planning (e.g.pensions, investments, tax, protection, estate planning).
● Prepare accurate, compliant, and client-friendly Suitability Reports and recommendations based on adviser instructions.
● Build and update cash flow models using relevant tools and software.
● Prepare meeting plans, performance reports and meeting requirements for client annual reviews.
● Arrange meeting dates/times and ongoing client assistance/engagement.
● Review fact finds, risk profiling, and existing plan details to inform planning strategies.
● Liaise with product providers and platforms to obtain policy information, illustrations, and valuations.
● Conduct analysis on products (pensions, ISAs, bonds) to support transfer recommendations where relevant.
● Ensure recommendations meet FCA regulatory requirements.
● Keep up to date with legislative changes in taxation, pensions, and investment regulation.
● Maintain accurate records in accordance with compliance and internal audit standards.
● Collaborate with advisers to develop suitable strategies aligned with clients’ goals.
● Attend client meetings (occasionally) as a technical expert when required.
● Provide explanations of recommendations and technical support to advisers.
● Work with administrators to ensure that all pre- and post-advice documentation is complete and filed.
● Assist with the implementation of investment and pension strategies where needed.

• Ensured seamless execution of allocated tasks while maintaining consistent communication with audit senior regarding progress and challenges, in strict compliance with firm policies and procedures.
• Maintained meticulous time records and upheld the highest standards of integrity and ethics in all assignments.
• Collaborated closely with fund accountants and managers across multiple administration firms to streamline financial processes.
• Drafted comprehensive Section 15 audit reports, Schedule IB reports, management letters, and SARB
  reports, contributing to enhanced regulatory compliance.
• Led auditing initiatives for a PIE Fund with assets exceeding R10 billion, showcasing expertise in high stakes financial environments.
• Acted as the auditor in charge, facilitating effective communication between audit teams and clients, thereby fostering strong professional relationships.
• Prepared detailed audit reports, summarizing findings and recommending actionable improvements for enhanced management oversight.
• Implemented best practice audit methodologies, elevating the quality and effectiveness of audit
  procedures.
• Leveraged advanced auditing software to boost efficiency and precision in all audit tasks.
• Conducted in-depth financial data analysis to uncover discrepancies, fraud, and inefficiencies, reinforcing organizational accountability.
• Mentored new team members, sharing valuable knowledge and expertise to enhance overall team
  performance.
• Successfully managed multiple audit projects concurrently, ensuring timely delivery and maintaining
  the highest quality standards.
• Mentored junior auditors, fostering team skill development