Jafet Maclean
About Jafet Maclean:
I am a passionate Client Services Professional with 19 years in the Client Servicing Insurance and Banking sectors. I am currently a Support Paraplanner in the financial advisory department at Old Mutual. I have strong leadership skills with a demonstrated ability to work effectively with individuals at all levels and in all functional areas. I am certified in the Class of Business for Long- and Short-Term Insurance Course, Class of Business Investments and Regulatory Examination, I also obtained my NQF5 Wealth Management qualification.
Experience
I have been employed in the banking and insurance industry for 20 years, first working as a bank teller, and working myself up to be a sales consultant. After leaving the banking industry I moved to Old Mutual as a financial adviser, I am currently working as a Support Paraplanner in financial advise, I started this role in 2019 while finishing my NQF 5 in Wealth Management.
Education
- Matric
- Higher Certificate in Wealth Management (NQF5)
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