Kerry-Lynn Sprunt

Kerry-Lynn Sprunt

Junior Financial Analyst

Followers of Kerry-Lynn Sprunt85 followers
location of Kerry-Lynn SpruntDurban, KwaZulu-Natal, South Africa

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  • Timeline

  • About me

    Business Studies Educator at Durban High School

  • Education

    • University of KwaZulu-Natal

      2003 - 2006
      Bachelor of Commerce (BCom) Business Finance and Economics Honours

      Graduated with Honours in Business Finance and Economics

  • Experience

    • 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

    • 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

    • 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

  • Licenses & Certifications

    • Regulatory Examination Certificate: Representatives

  • Volunteer Experience

    • Volunteer

      Issued by SOS Children's Village - Pietermaritzburg on Jan 1999
      SOS Children's Village - PietermaritzburgAssociated with Kerry-Lynn Sprunt
    • Leader

      Issued by Kids Ministry - Scottsville Baptist on Jan 1999
      Kids Ministry - Scottsville BaptistAssociated with Kerry-Lynn Sprunt
    • Leader

      Issued by Kids Ministry - Westville Baptist on Sept 2013
      Kids Ministry - Westville BaptistAssociated with Kerry-Lynn Sprunt