Nathan Uys

Detail-oriented and results-driven professional with over 5 years' experience in the financial services industry, spanning financial advisory, paraplanning, and administrative support roles. Strong background in client service and financial documentation. Known for excellent organisational skills, accuracy, and the ability to support high-performing teams in fast-paced environments. Seeking opportunities in finance support, administration, or personal assistant roles.

Para-Planner - Sean van Zyl & Associates

(2024-08 - 2026-03)

• Assisted financial advisors in preparing comprehensive financial plans and investment reports.
• Conducted research on financial products, market trends, and investment opportunities.
• Prepared client documentation and ensured compliance with regulatory requirements.
• Liaised with clients, product providers, and internal stakeholders.
• Maintained accurate client records and supported administrative processes.

Personal Assistant (Administration) - Alan Broadhurst & Associates

(2023-04 - 2024-07)

• Managed appointments and client meetings.
• Prepared reports, presentations, and client documentation.
• Handled correspondence, emails, and client communication professionally.
• Maintained filing systems.
• Provided full administrative support to ensure smooth office operations.

Financial Adviser - Old Mutual Limited

(2020-04 - 2023-03)

• Provided financial advice to clients on insurance, savings, and investment products.
• Built and maintained strong client relationships, ensuring high service levels.
• Conducted financial needs analysis and recommended tailored solutions.
• Managed client portfolios and ensured ongoing engagement.

Bachelor of Commerce - BCom - Stellenbosch University (2019)

Class of Business Certificate - Investments, Long Term & Short Term Insurance - Milpark Education (2020 - 2021)

Class of Business Certificate - Health Services Benefits - Milpark Education (2026)