Retha de Swardt

Executive Assistant & Paraplanner

City of Cape Town, Western Cape, South Africa

About

I am a motivated, hardworking individual with excellent interpersonal and communication skills. I strive to work as an integral part of a team while also being able to work on my own initiative or self-motivated to perform at the highest levels. My strengths lie in building effective relationships both within the work place as well as externally with clients and management alike. I perform well under pressure and like challenges.

Experience

  • Paraplanner at Brenthurst Wealth Management (Pty) Ltd
    Mar 2024 - Present · 2 yrs 4 mos

  • Financial Wellbeing Consultant at Alexforbes
    Jul 2022 - Mar 2024 · 1 yr 9 mos

  • Wealth Consultant Assistant at Alexander Forbes
    Oct 2008 - Jul 2022 · 13 yrs 10 mos

  • Executive Assistant at RSA Investment & Insurance Brokers
    Mar 2001 - Sep 2008 · 7 yrs 7 mos

  • KPMG (London, United Kingdom)
    • e-Integration Resource Manager
      Jan 2001 - Apr 2001 · 4 mos

    • CIM Assistant Resource Manager
      Aug 2000 - Jan 2001 · 6 mos

    • Team Secretary & Archive Administrator
      Aug 1999 - Jul 2000 · 1 yr