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Paula Van ZomerenPV

Paula Van Zomeren

Financial advice, administration

€650/day
Breda, NL
8-15 years

Average response time: 1 hour

Freelancer profile translated to English.
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About Paula

I deliver quality and put the customer first. I involve people in my enthusiasm and I find attention for others important. I convey my message with conviction and empathy. I start and end every day cheerful and upbeat.

Establishing and maintaining contacts comes easily to me. Open, honest, and transparent communication is a matter of course for me. I want to be successful in what I do and enjoy variety in my work.

I work carefully and methodically. This also applies to complex files. I perform checks, maintain an overview, and ensure that agreements are met. In addition to my regular duties, I also enjoy taking on other tasks, such as marketing activities, organizing events, and coaching and guiding employees.

Within financial services, I have years of experience in advice, mediation, customer contact, managing a client portfolio, and internal organization. I also have a completed Bachelor's degree in Commercial Economics and various Wft (Dutch financial supervision) courses.

Finally, I can let you know that I am known as an energetic colleague who contributes to a positive atmosphere, a quality I am happy to demonstrate during a further introduction.

This CV is just a brief summary. More information about my background can be found on my LinkedIn profile.
  • Dutch

    Native or bilingual

Remote only
Primarily works remotely

Experience

  • Fines
    Independent Financial Advisor
    January 2022 - Today (4 years and 5 months)
    As an independent financial advisor, I advise and guide people with Fines who have the ambition to realize their wishes and dreams. I offer expertise and play an active role in supporting the financial life course that my clients go through. It doesn't matter whether someone is employed or an entrepreneur. I inventory and analyze the client's situation, needs, and possibilities. Subsequently, I advise on the steps to be taken and mediate in the right product choice to realize the wishes. I take into account taxation and other laws and regulations. Sound advice, with a heart in the right place. Advice on mortgages, income growth, pensions, the risks of death and disability, and insuring other risks, including those related to housing, travel, liability, and traffic, is covered. My advice can be revised over time if changes occur. This relieves my clients of burdens in the short and long term. The focus is on sustainability; social, ecological, and financial.
  • RaboBank
    Specialist Special Management (private & entrepreneur in private capacity)
    September 2020 - December 2021 (1 year and 3 months)
    Carrying out analyses and determining the strategy for clients who are in financial distress. Understanding complex and exceptional structures. Monitoring legal frameworks and guidelines, customer vision, and departmental policy. Handling client files with legally complex matters outside standard procedures. Collaborating with local banks, brokers, bailiffs, and lawyers. With an emphasis on entrepreneurs in their private capacity with a mortgage loan. Also setting up, organizing, and managing a specialized unit focused on consumer credit. In addition, training and guiding new employees and providing presentations and training on relevant topics such as mortgages and pensions.
  • Welten
    Secondment Assignment Rabobank
    September 2020 - December 2021 (1 year and 3 months)

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Education

  • Bachelor's degree, Commercial Economics
    The Hague University of Applied Sciences
    2003
    Bachelor's degree, Commerciële Economie
  • Commercial Employee Banking
    Ecabo
    1994
    Commercieel Medewerker Bankbedrijf

Skill set (10)

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