Tell us about how you contribute to the success of Carrick Wealth as an organisation.
I bring 14 years of experience in different roles and departments in the financial services industry to Carrick. I aim to augment my banking experience with the new experience that I will gain in insurance, thus enhancing my ability to offer clients a rich customer experience as a well-rounded consultant.
What is the best part about your job?
The best part of my job is helping people with their financial planning and wellbeing and making their money work for them.
Tell us about your personal and professional growth while working at Carrick.
Professionally I get to experience how the investment world works which then introduces me to a whole new level and range of clients. On a personal level, it has expanded my horizon beyond the shores of South Africa when it comes to retirement.
What is a typical day at work like for you?
A typical day may involve sourcing new clients, following up on matters with existing clients, obtaining referrals, and constantly trying to establish ways on how to reach larger audiences, whether through social media, email and/or conference calls.
We are always looking for driven people to join our growing team.