Kerry-Lynn Sprunt

Experience

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  Wembley Financial Advisers CC

  Aug 2007 - Sept 2008

  Junior Financial Analyst

  Whilst working for the Private Investment Broker I assisted with client queries, setting up of promotions for the company, such as seminars and general marketing and monitored compliance. My primary focus was to work with the Morningstar Fund Expert system analyzing the different local and offshore unit trusts with the goal of isolating the top performers through quantitative and qualitative measures. I did daily research on the international and local market in order to assist the broker in writing up reports and developing proposals for clients. Show less

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  First National Bank

  Sept 2008 - Dec 2011

  Administration Manager

  Whilst working for the FNB Wealth Manager I was accountable for the organization and smooth running of the office and the supervision of administration staff. I was responsible for the administrative support to Corporate and to High Net Worth clients, liaison with clients, administration of fee income, tracking of business and the sourcing and updating of product information and performances. I also dealt with various departments within FNB and various financial institutions and gained a lot of experience in relationship building and networking with clients and business partners. Show less

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  Warwick Wealth

  May 2012 - Nov 2015

  Regional Administration Manager

  I worked for Warwick Wealth as the Regional Administration Manager for KZN. I was responsible for the internal policies and processes of the business ensuring that they were adhered to by the relevant Teams. I ensured that all client documentation was compliant and kept the Region up to date and prepared for any compliance audits. I was also responsible for the Teams activity levels and had to ensure that deadlines are maintained. I managed and monitored the Regional client complaints process and maintained the register. I ensured that all Teams were trained and monitored in relation to company processes and cross selling of Company products. Show less