1. Anymore Paddington Manyere
103 Jules & Grace Street
Johannesburg, South Africa
Mobile: +27746145745, +27618757207
email: paddieanners@gmail.com
PERSONAL SUMMARY
A very experienced financial advisor having considerable success in advising high net worth
individuals and corporate clients on investments. Over 3 years experience in providing
financial services and assisting clients in making informed decisions by showing them
various options and helping them to assess the merits of different plans. I possess in-depth
knowledge of mortgages, loans, investment strategies and working hard to provide a high-
quality, customer-driven and sales-focused service. I have an excellent communication skill,
able to work in a targeted environment, as an individual and also part of a team, and
experienced at working to strict compliance requirements. I’m currently seeking a financial
advisor or planner position.
CAREER HISTORY
FINANCIAL ADVISOR – People’s Own Savings Bank
June 2014 – October 2015
 Required to produce financial reports and forecasts for senior manager.
 Regularly reviewing and monitoring accounts to ensure compliance with company
and industry policies, guidelines and regulations.
 Promoting and marketing the business to attract clients.
 Advising and identifying appropriate investment services for clients.
 Demonstrating investment strategies clearly to clients.
 Grew the firm’s customer base by over 150 new clients in a 12 month period.
 Prepared investment analyzes for both individual clients as well as corporate ones.
FINANCIAL PLANNER – People’s Own Savings Bank
January 2013 - June 2014
 Producing company marketing and promotional literature.
 Providing administrative support provided including report writing and new business
processing.
 Liaising with clients face to face or over the telephone or via email so as to obtain all
relevant information.
 Advising on mortgages and related protection products and processing transactions
and resolving any issues that may arise.
 Duties included visiting clients at their home or offices.
 Researching and also finding products from various sources and companies that meet
the client’s needs.
 Liaising with estate agents and solicitors.
PROFESSIONAL EXPERIENCE

2. Financial
 Able to keep accurate and detailed client records.
 Possess the ability to professionally follow up leads and convert them into sales.
 Fully aware of financial legal obligations and industry regulatory requirements.
 Meeting clients face to face and conducting in-depth reviews of their financial
circumstances and future goals.
 Advising clients on how to get the best return for their investment portfolios
 Monitoring the economy and assessing economic trends.
 Identifying customer needs and knowing when to refer a client to other financial
advisor.
 Highly organized with the ability to prioritize workloads according to urgency.
Management
 Daily supervision of a team of financial advisors.
 Successfully managed a six-figure diversified portfolio that achieved at least 25%
annual growth over a two year period.
 Involved in board meetings with senior managers on how to reduce costs and increase
turnover.
 Identifying risks and also new opportunities.
KEY COMPETENCIES AND SKILLS
Investments Reconciliation statements Investment strategies Portfolio management
Stocks and shares Financial trading Risk assessment Client relations
Financial analysis Mortgages Life insurance Auditing
PREVIOUS CAREER HISTORY
Bank Teller POSB 2012-2013
ACADEMIC QUALIFICATIONS
Open2Study University of Australia Financial Planning and Project Management
Certificates 2016
National University of Science and Technology Banking Degree 2011-2015
Berejena College A levels 2009-2010
REFERENCES - available on request.
Driving license: Yes
DOB: 31/10/1991