Danny Harding
Overview
18
18
years of professional experience
1
1
Certification
Work History
Director/Financial Adviser
Harding Financial Advice Limited
10.2014 - Current
- Skilled at working independently and collaboratively in a team environment.
- Self-motivated, with a strong sense of personal responsibility.
- Proven ability to learn quickly and adapt to new situations.
- Worked well in a team setting, providing support and guidance.
- Increased client satisfaction by providing personalized financial advice and investment strategies.
- Developed comprehensive financial plans for clients to achieve short-term and long-term goals.
- Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
- Collaborated with team members to streamline processes and improve overall client experience.
- Ensured compliance with industry regulations and company policies while serving clients'' best interests.
- Identified opportunities for business growth by networking, attending industry events, and generating referrals from satisfied clients.
- Managed risk effectively through careful analysis of clients'' needs and portfolio diversification strategies.
- Conducted thorough research on market trends and investment products to provide well-informed recommendations to clients.
- Established new client relationships by conducting thorough needs assessments during initial consultations.
- Worked closely with insurance providers to assess suitable coverage options tailored to individual client requirements for risk management purposes.
- Maintained open lines of communication with clients, providing updates and addressing concerns promptly to ensure their peace of mind during the financial planning process.
- Met with clients to discuss assets, expenses, and long-term and short-term investment goals to devise personalized financial plans.
- Increased client satisfaction by providing personalized insurance solutions tailored to individual needs.
- Streamlined the application process for clients, resulting in faster policy approvals and issuance.
- Developed strong relationships with underwriters, ensuring favourable terms for clients and efficient processing of applications.
- Maintained a high level of industry knowledge through continuous professional development and attendance at conferences.
- Conducted thorough risk assessments to determine appropriate coverage levels for clients based on their unique circumstances.
- Provided excellent customer service, resolving issues promptly and maintaining long-term client relationships.
- Analyzed market trends to identify opportunities for expanding product offerings or adjusting pricing strategies.
- Educated clients on the importance of life insurance coverage and how it fits into their overall financial plan.
- Maintained high standards of customer service by building relationships with clients.
- Crafted clear, informative reports to explain life insurance policy features and benefits.
- Attended continuing education courses and workshops to gain additional insurance industry knowledge.
- Negotiated with customers and insurance companies to secure favourable policy terms.
- Retained up-to-date industry knowledge for accurate, well-informed customer interactions.
- Created customer databases to track and manage interactions and sales.
- Educated clients on insurance policies and procedures.
- Conducted annual reviews of existing policies to update information.
- Researched and identified potential new markets.
Project Manager
Box Living Limited
07.2013 - 07.2014
- Improved project efficiency by streamlining communication between team members and stakeholders.
- Managed construction projects from inception to completion, ensuring timely delivery and budget adherence.
- Ensured safety compliance by conducting regular site inspections and implementing necessary corrective actions.
- Established successful relationships with clients, leading to repeat business and positive referrals.
- Developed project schedules, resulting in timely completions and minimal delays.
- Implemented quality control measures to maintain high standards of workmanship throughout all projects.
- Led cross-functional teams to achieve seamless coordination of multiple construction phases.
- Enhanced client satisfaction by providing regular progress updates and addressing concerns promptly.
- Optimized resource allocation by closely monitoring project budgets and adjusting workforce as needed.
- Conducted risk assessments to identify potential issues before they developed into major problems, keeping projects on track for success.
- Evaluated subcontractor performance regularly, ensuring high-quality work was consistently delivered on time and within budget constraints.
- Streamlined permitting processes by proactively engaging with local authorities early in the planning stages of each project.
- Directed day-to-day operational aspects of project and scope and monitored progress of construction activities.
- Managed commercial construction projects by working effectively with general contractors, subcontractors, engineers and architects.
- Kept sites compliant with state, and local regulations to prevent unnecessary risks.
- Developed and executed pre-construction milestones on project schedule.
- Held construction progress and regular status meetings with project team.
- Consulted with clients to define objectives and develop scopes.
- Formulated quality assurance and safety standards to comply with construction plans.
- Identified and resolved construction issues promptly to prevent delays.
- Collaborated with contractors, architects, engineers, and public agencies to complete projects within timeline limitations and budget constraints.
- Developed and implemented construction plans according to client specifications and expectations.
- Implemented systems to improve process efficiency and reduce project duration.
Project Manager
J.R. Webb & Son (1932) Limited
03.2012 - 06.2013
- Streamlined project processes by implementing Agile methodologies, resulting in increased efficiency and reduced costs.
- Established effective communication among team members for enhanced collaboration and successful project completion.
- Developed comprehensive project plans with clear timelines, milestones, and budget requirements, ensuring timely delivery of high-quality results.
- Managed risk assessments and implemented mitigation strategies to minimize potential issues during project execution.
Director/Project Manager
Green Arrow Construction & Jett Coatings
01.2006 - 12.2011
- Increased company revenue by streamlining processes and implementing cost-saving measures.
- Enhanced team collaboration through regular communication, goal setting, and performance evaluations.
- Developed high-performing teams by providing mentorship, guidance, and opportunities for professional growth.
- Improved project efficiency with strategic planning, resource allocation, and time management practices.
Education
Financial Services
Strategi Institute
Auckland, New Zealand07.2021
Financial Services
Professional IQ College
Auckland, New Zealand05.2020
Project Management
Project Management Institute | PMI
Auckland, New Zealand06.2013
Painting And Decorating
Olifantsfontein Training Centre
Johannesburg, South Africa02.2011
High School Diploma -
Kathstan College
Benoni, South Africa12.2000
Skills
- Decision-Making
- Quality Assurance
- Interpersonal Communication
- Active Listening
- Analytical and Critical Thinking
- Microsoft Word
- Problem-Solving
- Organization and Time Management
- Relationship Building
- Self-Directed
- Google Drive
- Troubleshooting
Accomplishments
Adviser of the year - Insurance Specialist Category. 2016 - Insurance Link
Outstanding Performance - Insurance Specialist Category. 2017 & 2018 - Insurance Link
Top Achiever Award - Insurance Specialist Category. 2021 - My Solutions
Top Achiever Award - Insurance Specialist Category. 2023 - My Solutions
Languages
English
Native or Bilingual
Certification
Certificate in Business Marketing & Management, Treoc Business Academy. June 2009
Affiliations
- Playing Golf
- Going to gym for personal wellbeing and fitness
Timeline
Director/Financial Adviser
Harding Financial Advice Limited
10.2014 - Current
Project Manager
Box Living Limited
07.2013 - 07.2014
Project Manager
J.R. Webb & Son (1932) Limited
03.2012 - 06.2013
Director/Project Manager
Green Arrow Construction & Jett Coatings
01.2006 - 12.2011
Financial Services
Strategi Institute
Financial Services
Professional IQ College
Project Management
Project Management Institute | PMI
Painting And Decorating
Olifantsfontein Training Centre
High School Diploma -
Kathstan College
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