Phezani Ntombela
Intern:Para Planner
Profile
Goal oriented and competent Accounting Graduate with a diploma in Cost and Management Accounting and looking to enhance my skills and experience with an Accounting company specializing in finance, cost accounting and taxation. Have a deep sense of responsibility and possess high levels of enthusiasm to give my all for any endeavor.
Strongly focused with the ability to complete tasks accurately in a fast-paced environment with conflicting deadlines. Studied Intercultural Management in Austria,measuring in Balance Sheet analysis,Fundamentals of Management Accounting, Internet & Web Technology. .
Employment History
Personal Assistant at Mom's Soul Foods, Cape Town
November 2017 — December 2017
Filing, capturing data, indoor sales and other various duties. Domestic Worker at Claire March, Pietermaritzburg
November 2016 — January 2017
Domestic work, cleaning, picking and weighting berries for sale. November 2019 — November 2019
Intern: Para Planner at Verso Wealth Pty(Ltd), Cape Town February 2020-January 2021
● Supporting the wealth manager with all paraplanning duties regarding the clients of the wealth manager.
● Gathering all financial and investment information from clients and service providers and prepare a full financial and investment plan.
● Attending client meetings, drawing up meeting notes.
● Client review process to update information and prepare documentation for the meetings.
● Assisting with relationship manager duties including submitting new investment plans, assisting with the estate planning process.
Education
Details
adg7ev@r.postjobfree.com
Links
Skills
Time Management
Highly Organized
Verbal and Written Communication
Dedicated Team Player
Client Focused
CRM Systems
SAP ERP
Computer Literacy(excel, word,
PowerPoint)
Positive Learning Process
File/records Maintenance
Report Generation/Analysis
Languages
English Very good command
Isizulu Native speaker
Xhosa Highly proficient
Cost and management accounting, Cape Peninsula University of Technology, Cape Town
January 2019 — December 2019
NHC:Accountancy, Cape Peninsula University of Technology, Cape Town January 2017 — December 2018
Bachelor-Intercultural management, Carinthia University of Applied Sciences, Carinthia
September 2019 — December 2019
Extra-curricular activities
September 2019 — September 2019
Tutor at Cape Peninsula University of Technology, Cape Town March 2018 — December 2018
Tutoring Business Information Systems to first year Accounting students as well as invigilating.
References
Ian Johnson Cape Peninsula University of Technology adg7ev@r.postjobfree.com · +27-74-751-****
Monika Auinger Carinthia University of Applied Sciences adg7ev@r.postjobfree.com · +43 (0)5-905**-**** Wessel Oosthuizen Verso Wealth Pty(Ltd)
adg7ev@r.postjobfree.com +27-82-464-****
Nicole Umwizerwan Cape Peninsula University of Technology adg7ev@r.postjobfree.com +27-65-851-****