Charise van der Merwe

Financial Adviser

Name:                                                     Charise

Surname:                                                van der Merwe

ID no.:                                                     910301 0043 08 4

Address:                                                 2 Eric Louw Street, Retief, Despatch

Contact number:                                    078 217 3769 / [email protected]

Languages:                                            Read, speak & write Afrikaans and English

License:                                                 Code B

Own vehicle:                                          Yes

Nationality:                                             South African

Criminal Offences:                                 None

Dependents:                                          One

Experience

Company: Lessing, Heyns, Keyter & van der Bank Incorporated – Uitenhage
Job Title: Collection Typist
October 2010 – August 2013
Drafting of all legal documents sent to Debtors i.e., Summons, Judgments etc.

Company: Imperium Bluestar
Job Title: Receptionist
Sales Support Assistant to Anton Knoetze (Principal / Investment Specialist)
Sales Support Assistant to Rupert Wagener (Financial Advisor)
September 2013 – June 2022
Directing calls from the switchboard;
Assisting clients with general queries;
General admin duties.
Booking of appointments for clients’ medicals to be done on new/existing risk policies.
Assisting clients with missed premiums on policies;
Preparing and processing all relevant investment / risk policy documentation and following up on a regular basis;
Booking of the Advisor’s daily appointments and doing all the necessary preparations;
Updating all the necessary information for the Advisor to continue with his Financial Analysis (information includes: provident fund / pension fund details, policy information, income and expenses);

Company: Cooper & Cooper Financial Planning
Job Title: Independent Financial Advisor – Longterm Insurance
July 2022 – October 2022
Client prospecting;
Complete Financial Analysis;
Obtaining Long-term Insurance quotes and completing the sale of the policy;
After sale services to clients.

Company: Momentum Consult Greenacres
Job Title: Financial Advisor – Longterm Insurance & Shortterm Insurance
November 2022 – present
Client prospecting;
Complete Financial Analysis;
Obtaining Insurance quotes and completing the sale of the policy;
After sale services to clients.

Education
 

High School: Despatch High School
Highest grade passed: Matric
2009

Subjects: Afrikaans 1st Language / English 2nd Language / Math Literacy / History / Tourism / Life   Orientation / CAT (Computer Applications Technology)

Tertiary: MSC Business College
Certificate in Business Administration Services

2010

Subjects: Improving Business Efficiency / Minutes, Meetings & Event Co-ordination / Improving your Customer Service / PC Competence / Business Calculations / Maintenance & Control of Office Equipment & Supplies / MS Excel 2007

Tertiary: SAGE University
Certificate in Bookkeeping Fundamentals

Completed 22 March 2021

Tertiary: Regulatory Examination (RE5)
Completed 23 May 2022

Tertiary: Wealth Management (NQF5)
Started on 1 July 2023.
Completion date to be December 2023.

References

Valerie Snyman
Lessing, Heyns, Keyter & van der Bank Inc.
041-991 1301
Lezet Strydom
Imperium Bluestar
041-933 4092