Steph Le Roux, CFA, CIPM, CFP®

Experience

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  Efficient Advise

  Apr 2012 - Dec 2016

  • Support the Managing Director and the divisional Senior Management team in all aspects of strategic planning and business processes. • Producing management information.• Developing and maintaining various financial planning tools in Excel for use by group advisers.• Providing advice and guidance to staff and managers within Efficient Advise.• Using innovative tools and techniques of analysis to provide management with advance warning of possible risks that could impact business performance. • Liaise with product providers.• Manage the client engagement process and assist group advisers at a technical level.• Participate in the Divisional Investment Committee.• Advise the Managing Director industry changes can have a material impact on business strategies.• Support business development opportunities, including book acquisitions, ensuring that the financial and risk aspects associated with the acquisition have been fully considered, costed and appraised.• Provide regular training to advisers in the analysis and use of FutureSight (Proprietary Financial Needs Analysis and Client Relationship Management Tool).• Coordinate cross divisional activities, as required, to ensure effective integration of group value propositions. • Manage, coordinate and / or undertake business projects as required by the Managing Director. Show less • Undertake highly technical analytical work.• Assessment of client financial needs and circumstances.• Carrying out research and analysing products and services that are appropriate to each client’s financial circumstances.• Proposing solutions and drafting financial recommendations that meet each client’s goals, needs and objectives.• Assisting with the accurate completion of application and proposal forms.• Implementing actions, such as analysing and changing existing investment holdings and policy information, as directed by the Financial Adviser.• Supporting the ongoing client relationship, including maintaining a client file review system to regularly assess client holdings and changing financial priorities.• Developing productive working relationships with colleagues and clients throughout the financial services environment, both within and outside of the organisation. Show less

  • Business Support Manager

    Mar 2014 - Dec 2016

  • Business Support Consultant

    Jan 2013 - Feb 2014

  • Paraplanner

    Apr 2012 - Dec 2012
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  Credo Group

  Jan 2017 - Feb 2019

  Relationship Manager

  Credo is an international independent wealth management business that has been in existence since 1998. We successfully manage investments and grow and preserve our clients’ wealth by drawing on the expertise of our executive team with over 150 combined years of experience.The principles that form the cornerstones of our business are to provide our clients with personal service; focus on long-term success; and to build relationships based on trust. This results in meaningful and lasting partnerships with our clients.Credo Group is majority owned by senior management, many of whom have been with the group for more than ten years. We are proud of our independence and the ability it gives us to create successful partnerships and to do business in a way that best suits our clients.Credo Group has offices in the United Kingdom, South Africa and Switzerland. Show less

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  SA Asset Management

  Mar 2019 - now

  Portfolio Manager