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Business Management Financial Planner

Location:
Johannesburg, Gauteng, South Africa
Salary:
15000-20000
Posted:
December 04, 2023

Contact this candidate

Resume:

Profile

I have +* years of work experience in the corporate industry. I have

skills in Microsoft Office and I’m a critical thinker. I am good in multi- tasking and I type 35wpm. I would appreciate an opportunity for growth within the corporate.

Education

Zakariyya Park combined school

Matric 2012

Maths literacy; English; Accounting; Business studies; Economics; Life Orientation

Southwest Gauteng College

NQF level 4 certificate in Business Management and Entrepreneurship NQF level 5 certificate in Business Management and Entrepreneurship NQF level 6 certificate in Business Management and Entrepreneurship Short courses

IQ Academy

Business management

Employment History

Standard Bank

PA to a financial Advisor

I was a personal assistant to a financial planner at Standard bank who was offering life cover to standard bank clients that have taken a bond with standard bank. We were offering life covers products of standard bank and liberty.

I made appointments for the financial planner.

Prepare a file with different quotations for the client.

Load the client’s information on the system.

Do administration

2015 January -2016 September

SOUTH AFRICAN SUPPLIER DIVERSITY COUNCIL

Internship

I was doing site assessments of black small businesses in the townships.

We would arrange site visits with the suppliers on the database.

After the appointment, we would do administration Details

2495 Hibiscus crescent

Marshall Town

Johannesburg

1819

South Africa

074-***-****

ad1obk@r.postjobfree.com

Date of birth

31/01/1994

Nationality

South African

Driving Licence

Code 10

Skills

Computer skills

Customer service

Fast learner

Ability to work under pressure

Effective time management

Communication Skills

Microsoft office

Event coordinator skills

People management skills

Excel

Hobbies & Activities

Play Chess

Read Novels

Volley ball player

Social & Other engagements

I am a youth leader and

worship leader at Grace Bible

Church.

Richfield graduate institute of Technology

2016 November -2017 April

South African Supplier Diversity Council

Junior events coordinator

Key results

Calling Suppliers & businesses

Sending invitations for events

Preparing the manuals

Preparing the venue

Organizing catering

Presentation and welcoming

Handling registration on the day

Preparing the Certificates for the attendance

2017 April – 2019 November

SOUTHVIEW HIGH SCHOOL

I was assisting with giving work to learners and teaching them per their teacher’s instructions

I helped with administration, also copying and printing worksheets

I was assisting with making sure learners are in class all the time.

2021 January -2021 June

Mr Price

Shop assistant

I was working as a shop assistant under a casual worker contract

I worked in different departments within the store

We were unpacking new stock from the storage room

We were required to assemble and design the rails and update the style as per the change on the update catalogue

We were required to assist on the till with customers

We were required to assist customers on the floor and before the shop close for the day we would clean our respective departments

2021 December – 2022 January

South African Supplier Diversity Council

Supplier Assessment Certification Officer

I conduct site verification visits with different suppliers on projects and also internal suppliers

I am required to write a report based on my observations and documentation received from the site visit

I am required to do approval letters and certificates for certified suppliers

I organize and send out invitations to our certified suppliers for induction sessions

I also assist in arranging pre- certification briefing sessions for new suppliers

I organize and conduct different pieces of training for our certified suppliers

I assist with onboarding suppliers on different projects.

I assist with reception work as well

2022 February – Current

Experience and Skills acquired

at SASDC

Supplier & Certification officer

Junior training & event

coordinator

GPT Intern

Communication Skills

Event coordination skills

Professionalism

Leadership skills

Office administration

Adaptability

Creativity

References

Fezeka Mphela

Standard Bank

Financial Planner

083-***-****

Vatisa Nxele

Certification Manager

South African Supplier Diversity Council

ad1obk@r.postjobfree.com

073-***-****

Joel Moloto

Deputy Principal

South View High

School 073*******

Daniel

Store Manager

Mr Price

064-***-****



Contact this candidate