Shaneen Naidoo

I am applying for this position as I believe that I will be a valuable employee. I am experienced
in servicing clients and understanding their needs which in turns stimulates growths within the
company. My strengths are that I am always willing to learn, helpful and goal driven. I work well within
a team and independently.
I have a good deal of transferrable skills and work etiquette from my current role as a risk assurance
assistant and paraplanner. I am also well liked among my colleagues and do not engage in negative
working relationships. My main weakness is that prefer not to confront conflict head-on and would
rather wait this type of situation out.
Having completed my Higher Certificate in Financial Planning, I am currently furthering these studies
with an Advanced Certificate in Financial Planning, as well as the RE5 exam. I am a jovial and hardworking
person. I strongly believe in the saying “you reap what you sow”, working hard and being
rewarded in due time.
I understand that there will be a learning process for me, as with any new role. The banking industry
is an advantageous one to be part of. I look forward to becoming part of the
team.
Thank you for granting me this opportunity.
Yours sincerely,
Shaneen Naidoo

1. NFB PRIVATE WEALTH MANAGEMENT AUGUST 2014 – MARCH 2015 PORTFOLIO UPDATE ADMINISTRATOR AND GENERAL ASSISTANT
2. NFB PRIVATE WEALTH MANAGEMENT MARCH 2015 – PRESENT FINANCIAL ASSISTANT TO RISK SPECIALIST

1. HIGHER CERTIFICATE IN FINANCIAL PLANNING
2. ADVANCED CERTIFICATE IN FINANCIAL PLANNING (in progress, will be completed June 2023)