Richard Eachus

• Coordinated with cross-functional teams to resolve project issues and mitigate risks.
• Monitored project progress, identified risks and took corrective action as needed.
• Monitored project performance to identify areas of improvement and make adjustments.
• Planned, designed, and scheduled phases for multiple projects.
• Provided detailed project status updates to stakeholders and executive management.

• Starting a Financial planning company gave me a large amount of appreciation for business owners. Employing 5 people we looked after around 400 clients with their personal and business financial planning needs.
• I was the Director and Key Person for the business and reduced my client base before moving to Australia and then wound down my part in the business.
• My duties besides running the business side of things were to:

1. Met with clients to discuss assets, expenses, and long-term and short-term investment goals to devise personalized financial plans.

2. Established and deepened existing client relationships through complex financial planning and monitoring.

3. Drafted comprehensive financial plan to offer recommendations and supporting data.

4. Provided specialized financial planning support for clients with diverse portfolios and individual needs.

5. I looked after many aspects from Insurance, Investments, Retirement planning, estate planning, health plans and tax.

• I worked for one of the largest insurance companies in South Africa.
• My role was to setup and manage my own client base.
• I had to quickly learn to establish and manage a new client base.
• Drafted comprehensive financial plans to offer recommendations and implement what the clients needed.
• I also completed my post graduate diploma in financial planning in years 2-3.

• Working in a team that was responsible for the settlement of Money market and Bonds with banks and custodians.
• I then moved into the team who dealt with Equities and Foreign exchange trades submitted by one of the biggest Asset management companies in South Africa.
• The trades would have strict timelines to settle and I had to work under pressure to ensure the trades settled and were accurate everyday.

• Provided quality clerical support through data entry, document management, email correspondence and payments of trades.
• Confirmation and settlement of unit trust trades and accounting treatment of numerous fund managers in the European market.
• Liaising with overseas custodians and various banks.

• Fielded phone calls and written correspondence for Fidelity's retail and broker clients.
• Responded via telephone, written letters and email to questions regarding new investments, queries on changes or withdrawals.
• There was a lot of static data updates and sending information to clients.