Jaroslava Kondas
Limerick,Ireland
Summary
Client-focused Financial Planner offering expert advice in protection, pension, savings financial plans as well as in general insurance. Maintaining a thorough marketplace and legislative understanding to offer the best-possible financial services for outstanding levels of client satisfaction.
Overview
22
22
years of professional experience
6
6
years of post-secondary education
1
1
Certification
Work history
Financial Planner
SYS Financial
Newport, County Tipperary
2019.02 - Current
- Secured new business through effective networking and relationship-building initiatives.
- Expert comprehensive advice specifically in Life and Protection in various languages.
- Customised financial advice according to individual client circumstances.
- Enhanced client understanding of complex financial concepts through clear communication.
- Resolved disputes promptly, ensuring continued customer satisfaction.
- Established trust with clients through transparent and ethical practices.
Financial Services Adviser
Pax Financial Planning & Kenneally Insurances
Newcastle West & Limerick City, Limerick
2006.02 - 2019.01
- Participated in regular training programmes, staying abreast with industry developments.
- Secured substantial new clientele in both Protection, Pension and Savings part of business as well in General Insurance
- Worked in General Insurance part for five years
- Conducted in-depth financial reviews with each client, improving understanding of personal finances.
- Communicated complex information clearly to clients, facilitating informed decision-making processes.
- Worked collaboratively within a team setting to achieve organisational targets without compromising individual client needs.
- Adapted quickly to changes in company procedures or software updates.
- Handled customer queries promptly, providing clear explanations about their policies.
General operative
Kerry Foods Ltd
Charleville, County Cork
2004.09 - 2006.01
- Facilitated smooth operations by promptly reporting any machinery faults or malfunctions.
- Ensured clean and organised workspace to enhance productivity.
- Improved operational efficiency with strict adherence to guidelines.
Education
QFA APA - Qualified Financial Adviser
LIA Ireland
Limerick 2008.03 - 2009.09
Diploma of Higher Education - Mechanical Engineering
Technical University
Kosice, Slovakia 1999.09 - 2004.06
Leaving Certificate -
Business Academy
Kosice, SlovakiaSkills
- Certified financial planner certification
- Tailored advice delivery
- Adaptability to industry changes
- Multi-Tasking efficiency
- Team Player
Affiliations
- Travel
- My Family
- Gardening
Languages
Slovak
Native
Czech
Fluent
English
Fluent
Polish
Intermediate
Certification
Driving Licence
Timeline
Financial Planner
SYS Financial
2019.02 - Current
QFA APA - Qualified Financial Adviser
LIA Ireland
2008.03 - 2009.09
Financial Services Adviser
Pax Financial Planning & Kenneally Insurances
2006.02 - 2019.01
General operative
Kerry Foods Ltd
2004.09 - 2006.01
Diploma of Higher Education - Mechanical Engineering
Technical University
1999.09 - 2004.06
Leaving Certificate -
Business Academy