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Mayrose Dipao

@mayrosedipao

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Strategic finance professional skilled in financial planning, portfolio management, and compliance.

Botswana

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What I'm looking for

With experience in financial planning, advise, investment product selection , analysis, paraplanning, administration, and client relationship management, I aim to provide exceptional customer experiences rooted in trust, transparency, and tailored financial solutions. My goal is to contribute to long-term client satisfaction, operational efficiency, and wealth growth.

I am a strategic finance professional with hands-on experience in financial planning, portfolio analysis, and investment research, having assisted in managing client portfolios exceeding £10M and producing FCA‑compliant reports that improve risk‑adjusted returns. I hold an FMVA and certifications in financial analysis and ethics, and I combine technical financial modelling with strong regulatory knowledge and client‑facing experience.

I have progressed from customer-facing banking roles to paraplanning and junior financial planning, mentoring trainees, streamlining processes, and reducing processing times while ensuring compliance with FCA rules. I am focused on advancing into banking, investment, and asset management roles where I can drive sustainable client wealth growth and operational excellence.

Experience

Work history, roles, and key accomplishments

Current

Junior Financial Planner

Current

Taylored Advice Group Outsource Proprietary

Jul 2024 - Present (1 year 3 months)

Provide FCA-compliant financial planning and portfolio management for clients, mentoring trainees and streamlining record systems to improve operational efficiency and risk-adjusted returns.

Financial Planning Portfolio Management FCA Financial Modelling Mentoring Risk Assessment Retirement Planning

Paraplanner

Taylored Advice Group Outsource Proprietary Limited

May 2023 - Jul 2024 (1 year 2 months)

Prepared comprehensive suitability reports and conducted pension and fund research to support advisers, contributing to management of £10M+ in client assets and reducing processing times by 20%.

Paraplanning Pension Research Asset Allocation Provider Liaison Transaction Processing

Accounting Intern

Office of the Accountant General

Jun 2022 - Apr 2023 (10 months)

Supported government ledger reconciliations and audit preparations, improving data accuracy and reducing accounting errors through enhanced accounting software use.

Reconciliations Vendor Payment Checks Process Improvement

Financial Service Representative

First Capital Bank

Sep 2018 - Oct 2020 (2 years 1 month)

Drove branch sales and onboarding, acquiring 100+ clients in a quarter and increasing branch sales by 7% through targeted customer engagement and product promotion.