Nikki Pelser

Experience

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  Browns School

  Jun 1995 - Dec 1995

  Temporary Student Teacher

  6 month assignment as the final requirement to attain my National Higher Diploma in Residential Child Care. Graduated Cum Laude

• 

  Crompton and Associates

  Jan 1997 - Oct 1998

  PA to the GM
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  Onyx Environmental Group PLC

  Nov 1998 - Apr 1999

  PA to the Marketing Director
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  Robert Walters

  Jun 1999 - Feb 2000

  First point of contact for all candidates registering with Call Centre Solutions division of Robert Walters. First round interviewing of candidates, bulk recruiting, pro ducting quarterly advertising reports, ad-hoc job searches for consultants, loading all jobs onto Robert Walters Website Referencing newly registered candidates, supervision of a temporary night secretary, supporting 6 recruitment consultants, sending out information packs to all new candidates, loading candidates CV's on central internal database, dealing with income queries, general secretarial duties

  • Candidate Manager

    Oct 1999 - Feb 2000

  • Team Secretary

    Jun 1999 - Sept 1999
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  Process Computing Logistics

  Feb 2001 - Mar 2003

  Training staff, data take on, specking new modules, report writing, trouble shooting, client liaison, beta testing, adding new users, 24 hour hardware and software support. Working to a development specification within a team of four to develop a customised warehouse management system, testing the system and training new users.

  • Software Support Consultant

    Feb 2002 - Mar 2003

  • Software Developer

    Feb 2001 - Jan 2002
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  Dixon Smith Financial Solutions

  Jun 2003 - Jul 2004

  Financial Planner

  Started in the financial planning industry as a tied agent for Liberty Life

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  Royal Union Insurance Brokers

  Aug 2004 - Dec 2007

  Financial Planner

  Independent Financial Planner holding contracts with Discovery, Liberty, Old Mutual, Sanlam, PPS, Momentum, Stanlib, Investec. Did Life, Invest and medical and provident

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  Liberty Group South Africa

  Jan 2008 - Sept 2010

  Investment Business Development Manager

  Product specialist on investments for tied agency and banking financial planners in KZN and Eastern Cape. Having come from a broker background played a role in putting competitor analysis information together and assisted in business retention. Gave presentations on a regular basis to large groups of advisors as part of the upskilling and marketing role. Also used to run workshops for new financial planners in the industry on the basics of investment planning.

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  FNB South Africa

  Oct 2010 - Feb 2014

  Managed the financial planners in 38 branches around KZN for a major bank in SA Financial planner in the commercial division which dealt with client with a business turnover of over R10million

  • Area Manager

    Dec 2011 - Feb 2014

  • Financial Planner

    Oct 2010 - Nov 2011
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  Taylored Financial Solutions PTY And SaxonVil Home School PTY

  Feb 2014 - now

  Director

  I have 2 small businesses, both of which I love for completely different reasons. One is in finance and is a frontal lobe workout, it's faced paced and ever changing and I love it, the other is totally a soul feed, equally challenging but more of an emotional investment.

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  Taylored Financial Solutions PTY Ltd

  Mar 2014 - now

  Director

  Run a financial planning practise that specialises in group scheme benefits (medical, risk and retirement) for small business. Have a few representatives who do life / risk business. We also have our own wrap funds. Offer niche products to clients as we are able to create a specifically "taylored" product for their business as long as they have more than 15 staff members.

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  SaxonVil Home School Pty

  Jan 2020 - now

  Director

  Grade 4 - A Levels, internationally recognised syllabuses - GED and Cambridge