Overview
Work History
Education
Skills
Work Preference
Work Availability
Summary
Timeline
CustomerServiceRepresentative
Andiswa Tinto

Andiswa Tinto

Legal /Logistics/Human Resources.
Johannesburg,GP

Overview

18
18
years of professional experience
32
32
years of post-secondary education

Work History

Senior Financial Planner

Absa Bank
05.2024 - Current
  • Advised business owners on succession planning strategies to preserve their legacy and protect their family''s future interests.
  • Spearheaded development of comprehensive financial wellness programs for corporate clients, promoting employee engagement and satisfaction.
  • Coordinated with legal professionals on estate settlement matters, alleviating stress from grieving families during challenging times.
  • Leveraged advanced data analytics tools to optimize portfolio performance monitoring and timely decision-making processes.

Financial Planner

PPS Advisors
06.2021 - 04.2024
  • Drafted comprehensive financial plan to offer recommendations and supporting data.
  • Continuously updated industry knowledge through professional development opportunities and staying abreast of market trends.
  • Increased client satisfaction by providing personalized financial planning services and investment recommendations.
  • Analyzed clients'' financial situations to develop customized strategies for debt management and wealth accumulation.
  • Developed comprehensive financial plans for clients, resulting in improved long-term stability and growth.
  • Recommended specific investments to help clients meet financial goals.
  • Advised clients on investments, retirement and estate planning.
  • Presented financial plans and investment recommendations to clients.

Intern Estate Agent

Adrien Herch /KW
11.2021 - 12.2023
  • Responsibilities
  • Assist clients on their property transaction
  • Put up advertisements to attract customers
  • Assist clients to purchase, rent, or sell properties
  • Advise clients about market conditions, conduct walkthroughs
  • Provide guidance and assistance through the process of buying, selling, or leasing properties.
  • Gained valuable experience working within a specific industry, applying learned concepts directly into relevant work situations.
  • Conducted comprehensive market research to inform strategic planning.
  • Collected, arranged, and input information into database system.
  • Helped clients navigate transactions, complete paperwork and finalize sales or purchases.
  • Conducted comprehensive market analyses to determine optimal listing prices, resulting in faster sales at higher values.
  • Generated leads and qualified prospects, facilitating smooth property transactions.
  • Guided first-time homebuyers through the purchasing process, ensuring a smooth transaction and positive experience.
  • Provided exceptional customer service by promptly addressing inquiries, ensuring a high level of satisfaction among clientele.

Financial Advisor

Old Mutual
03.2020 - 05.2021
  • Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
  • Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
  • Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
  • Established new client relationships by conducting thorough needs assessments during initial consultations.

Personal Assistant

Discovery
02.2020 - 04.2020
  • Financial Advisory Services
  • Risk and Wealth Management
  • Compliance Reports
  • Capturing Clients on Secure Services, Astute & Avalon
  • Ensuring that tasks are completed timeously to allow for meeting of deadlines
  • Aided executive in personal tasks such as scheduling appointments or running errands when needed.
  • Served as first point of contact for incoming visitors or phone calls, ensuring prompt responses or directing inquiries appropriately.
  • Contributed to a positive work environment through professional demeanor and strong interpersonal skills.

Debt Counselor

CRkings
01.2010 - 08.2019
  • Debt Counsellor
  • Reporting line, Responsibilities
  • Consumer Education
  • Financial Literacy Program
  • Debt Review Program
  • Customer Services
  • HR and Compliance
  • Maintained up-to-date knowledge of consumer credit laws and regulations, ensuring accurate advice was given to each client.
  • Reduced client debt by developing personalized financial plans and budgets.
  • Assisted in the development of educational materials related to personal finance, increasing the availability of resources for individuals seeking help with managing debt.
  • Assisted clients in establishing realistic payment plans that fit within their individual budget constraints.

Project Coordinator

Test Learning Centre
02.2010 - 12.2015
  • Kept projects on schedule by managing deadlines and adjusting workflows.
  • Supervised multiple projects from project start through delivery by prioritizing needs and delegating assignments.
  • Enhanced team collaboration through regular meetings, fostering a positive work environment for increased productivity.
  • Liaised between departments to facilitate communication and keep appropriate parties updated on project developments.

HR Consultant

Lumka and Associates
04.2008 - 12.2009
  • Responsibilities
  • Provide advice and support to organizations on human resource-related issues, such as recruiting, employee relations, and
  • Performance management
  • Payroll function
  • Complete Balance sheet, Income statement and cashflow statements
  • Preparing financial reports up to Trial Balance
  • Preparation of Managements accounts
  • Provided human resources, recruiting and resource allocation guidance in commercial consulting environment.
  • Coordinated implementation of people-related services, policies and programs through departmental staff.
  • Assessed client feedback and delivered information to management for corrective action.

Cash Centre Teller

Standard Bank
02.2007 - 11.2009
  • Assisted clients with filing for bankruptcy and other debt-relief options.
  • Evaluated credit reports to uncover problems and develop strategies for consolidating and reducing client debt.
  • Reduced client debt by developing personalized financial plans and budgets.
  • Empowered clients to take control of their finances by providing clear guidance on budgeting, saving, and spending habits.
  • Assisted clients in establishing realistic payment plans that fit within their individual budget constraints.
  • Disbursed cash and checks accurately while maintaining security of cash drawers.
  • Balanced cash drawers daily, identifying discrepancies and taking corrective actions as needed.
  • Processed customer transactions promptly, minimizing wait times.
  • Managed high-volume transactions efficiently while maintaining attention to detail, ensuring accurate processing for customers.
  • Monitored and reported suspicious activity in line with bank security policies.
  • Reduced queue times during peak hours with effective cash handling and prompt service.

Personal Loans Consultant

Nedbank
06.2007 - 03.2008
  • Signing new clients
  • Explaining the National Credit Act to Clients
  • Checking clients scoring and affordability
  • Increased client satisfaction by maintaining a strong knowledge of various loan products and options.
  • Streamlined the loan application process, resulting in faster approvals and disbursements for customers.
  • Improved customer loan application experience by providing personalized consultations and guidance.
  • Ensured compliance with lending regulations by meticulously reviewing applications for accuracy and completeness.

Education

National Diploma - Human Recourses Management

Walter Sisulu University
Eastern Cape
2004.02 - 2020.12

National Diploma - Transportation Management

University of Johannesburg
Johannesburg
2020.02 - 2022.12

Bachelor of Laws - Law

Walter Sisulu University University of Johannesburg Walter Sisulu University University of South Africa University of South Africa
Eastern Cape
02.2018 - 12.2023

Matric - Commerce

Kwezi Technical Skill Centre
Eastern Cape
02.1999 - 12.2003

Bachelor Of Arts - Law /English

University of South Africa
Johannesburg
2023.06 - Current

RE5 - Regulatory Affairs

Moonstone
Cape Town
2023.Nov - 2023.Nov

Skills

  • CANDIDATE INFORMATION
  • Full Names Andiswa Tinto
  • Gender Female
  • Nationality South African
  • Race: African
  • Languages English, Xhosa, Zulu
  • COMPUTER SKILLS
  • Microsoft-Office – Word, Excel, and Power Point
  • Pastel Accounting
  • Drivers Licence
  • Own Car
  • Code 10
  • Core Competencies, Areas of Expertise and Skills
  • Report writing skills, Communication skills
  • Risk Management and Governance
  • Consulting and Financial Management
  • Insurance planning
  • Strategic financial planning
  • Retirement planning
  • Portfolio management
  • Wealth management
  • Asset allocation
  • Debt management
  • Estate planning
  • Investment management
  • Budgeting expertise
  • Investment planning
  • Financial forecasting
  • Capital raising
  • Financial advisory
  • Teamwork
  • Teamwork and collaboration
  • CANDIDATE INFORMATION
  • Multitasking Abilities
  • Problem-solving abilities
  • Attention to detail
  • Client confidentiality
  • Project management
  • Customer referrals
  • Budget planning
  • Investment advice
  • Financial plan development
  • Negotiation
  • Product promotion
  • Regulatory compliance
  • Retirement needs
  • Financial planning
  • Regulatory requirements adherence

Work Preference

Work Type

Full TimePart TimeContract WorkGig Work

Work Location

RemoteOn-SiteHybrid

Important To Me

Work-life balanceCompany CulturePersonal development programsHealthcare benefitsWork from home optionStock Options / Equity / Profit SharingTeam Building / Company Retreats

Work Availability

monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Summary

Experienced leader with strong background in guiding teams, managing complex projects, and achieving strategic objectives. Excels in developing efficient processes, ensuring high standards, and aligning efforts with organizational goals. Known for collaborative approach and commitment to excellence. Finance professional prepared for advanced roles in financial planning and strategy execution. Notable experience in crafting tailored financial plans and ensuring regulatory compliance. Known for fostering strong team collaborations and consistently achieving targeted financial outcomes. Expertise in client relationship management and financial analysis, valued for adaptability and reliability.

Timeline

Senior Financial Planner

Absa Bank
05.2024 - Current

RE5 - Regulatory Affairs

Moonstone
2023.Nov - 2023.Nov

Bachelor Of Arts - Law /English

University of South Africa
2023.06 - Current

Intern Estate Agent

Adrien Herch /KW
11.2021 - 12.2023

Financial Planner

PPS Advisors
06.2021 - 04.2024

Financial Advisor

Old Mutual
03.2020 - 05.2021

National Diploma - Transportation Management

University of Johannesburg
2020.02 - 2022.12

Personal Assistant

Discovery
02.2020 - 04.2020

Bachelor of Laws - Law

Walter Sisulu University University of Johannesburg Walter Sisulu University University of South Africa University of South Africa
02.2018 - 12.2023

Project Coordinator

Test Learning Centre
02.2010 - 12.2015

Debt Counselor

CRkings
01.2010 - 08.2019

HR Consultant

Lumka and Associates
04.2008 - 12.2009

Personal Loans Consultant

Nedbank
06.2007 - 03.2008

Cash Centre Teller

Standard Bank
02.2007 - 11.2009

National Diploma - Human Recourses Management

Walter Sisulu University
2004.02 - 2020.12

Matric - Commerce

Kwezi Technical Skill Centre
02.1999 - 12.2003

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Andiswa TintoLegal /Logistics/Human Resources.