GUGULETHU NHLAPHO
Vanderbijlpark
Summary
Experienced in financial advising and operational management, with a background in Cost and Management Accounting, I have a proven track record of increasing client base, improving financial compliance, enhancing operational efficiency, and streamlining administrative processes. Adept in market research, Excel, and PowerPoint, I am skilled in leadership, analytical thinking, adaptability, effective communication, and forward-thinking. Seeking an Assistant Accountant position to leverage my financial and operational expertise in support of your company's mission.
Overview
7
7
years of professional experience
Work History
Financial Advisor
Old Mutual-PFA
07.2023 - Current
- Meeting individually with clients to determine their financial objectives, risk tolerance, income, expenses and assets
- Offering strategic advice on products and services, such as investments, insurance coverage and debt management tools
- Securing stocks and bonds and establishing progressive savings accounts
- Performing market research to stay current with financial trends
- Preparing financial documents, such as income projections and investment reports
- Maintaining compliance with all rules and regulations in the financial industry
- Identifying and pursuing potential clients to maintain a strong client base
- Increased client satisfaction by providing personalized financial advice and investment strategies.
- Developed comprehensive financial plans for clients to achieve short-term and long-term goals.
- Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
- Collaborated with team members to streamline processes and improve overall client experience.
- Ensured compliance with industry regulations and company policies while serving clients'' best interests.
- Identified opportunities for business growth by networking, attending industry events, and generating referrals from satisfied clients.
- Increased client satisfaction by providing personalized financial advice and investment strategies
- Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios
- Mentored junior advisors, sharing knowledge, expertise, and best practices to enhance team performance
- Worked closely with insurance providers to assess suitable coverage options tailored to individual client requirements for risk management purposes
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on individual needs
- Helped individuals and families build and execute wealth management strategies based on unique goals and objectives
- Assisted clients with preparing financial plans, conducting investment research, and completing trades and transactions to assess and meet financial goals
- Advised clients on investments, retirement and estate planning
Business Operations Manager
Makhanyas Legacy Pty Ltd
02.2018 - 12.2022
- Recruit, select, train, assign, schedule, coach, counsel, and discipline employees
- Site weekly inspections
- Communicate job expectations; planning, monitoring, appraising, and reviewing job contributions
- Plan and review compensation actions; enforcing policies and procedures
- Contribute operations information and recommendations to strategic plans and reviews; prepare and complete action plans; implement production, productivity, quality, and customer-service standards; resolve problems; complete audits; identify trends
- Forecast requirements; prepare annual budget; schedule expenditures; analyze variances; initiating corrective actions
- Develop operations systems by determining product handling and storage requirements; develop, implement, enforce, and evaluate policies and procedures; develop processes for receiving product, equipment utilization, inventory management, and shipping
- Analyze and improve organizational process and workflow, employee and space requirements, and equipment layout; implement changes
- Maintain safe and healthy work environment by establishing, following, and enforcing standards and procedures, complying with legal regulations
- Update job knowledge by participating in educational opportunities; reading professional publications; maintaining personal networks; participating in professional organizations
- Accomplish operations and organization mission by completing related results as needed
- Meet or exceed operations labor budget expectations
- Manage staff levels, wages, hours, contract labor to revenues
- Responsible for all department managers and supervisors, with review/approval responsibility for all operations employees
- Run a safe, injury/accident-free workplace
- Manage relationships with key operations vendors
- Track vendor pricing, rebates, and service levels
- Review and approve all operational invoices and ensure are submitted for payments
- Communicate customer issues with operations team and devise ways of improving customer experience, including resolving problems and complaints
- Communicate all operating policies and/or issues at department meetings
Admin Clerk
Makhanyas Legacy, Vanderbijilpark
01.2017 - 01.2018
- Creating, formatting, editing and proofing documents
- Administrations of accounts
- Customer service: assisting with queries, answering phones
- Booking relevant appointments, travel and accommodation
- Maintaining confidentiality
- Capturing of hours
- Preparing payroll
- Prepare all employment documents for new staff.
- Increased customer satisfaction with prompt and courteous service while addressing inquiries and concerns
- Improved communication between departments through effective scheduling and coordination of meetings
- Managed daily mail distribution for both internal employees and external customers or clients
- Supported human resources initiatives with new employee onboarding, benefits administration, and recordkeeping tasks
- Coordinated and maintained impressive office organization to keep facilities efficient, organized, and professional
- Arranged meetings and appointments and updated records to assist management
- Created and updated physical records and digital files to maintain current, accurate, and compliant documentation
- Identified communication channels to set roadmap to distribute information
- Reviewed files, records and other documents to obtain information to respond to requests
- Kept office supplies well organized and sufficiently stocked, placing orders promptly to replenish materials before depleted
- Answered and managed incoming and outgoing calls while recording accurate messages for distribution to office staff
- Processed incoming and outgoing mail and packages according to established procedures
- Created and maintained detailed records of all office activities
Education
BTech - Cost And Management Accounting
Vaal University Of Technology
Vanderbijlpark11.2018
NATIONAL DIPLOMA - COST AND MANAGMENT ACCOUNTING
Vaal University Of Technology
Vanderbijlpark12.2017
Certificate - Class Of Business-Investments
MILPARK
Johannesburg11.2023
Certificate - Class Of Business- Long Term Insurance
MILPARK
Johannesburg2023
National Senior Certificate -
Azalea Combined School
Mpumalanga11.2011
Skills
- Power point
- Leadership
- Experienced in recruiting, training, and
- Managing diverse teams to achieve
- Organizational goals
- Analytical thinking
- Strong ability to analyze and interpret
- Complex data, aiding in decision-making
- And problem-solving
- Adaptability
- Quickly adapts to organizational
- Changes, demonstrating flexibility and
- Resilience in various work environments
- Effective Communication
- Ensure clarity and efficiency
- Microsoft Excel
- Critical Thinking
- Financial Goal Planning
- Analytical Thinking
- Time management
- Client relationship management
- Ethical standards
- Sales and marketing
- Financial Services
- Budget Compliance
- Insurance Sales
- Investment Advice
- Client Relations
- Insurance Decisions
Timeline
Financial Advisor
Old Mutual-PFA
07.2023 - Current
Business Operations Manager
Makhanyas Legacy Pty Ltd
02.2018 - 12.2022
Admin Clerk
Makhanyas Legacy, Vanderbijilpark
01.2017 - 01.2018
BTech - Cost And Management Accounting
Vaal University Of Technology
NATIONAL DIPLOMA - COST AND MANAGMENT ACCOUNTING
Vaal University Of Technology
Certificate - Class Of Business-Investments
MILPARK
Certificate - Class Of Business- Long Term Insurance
MILPARK
National Senior Certificate -
Azalea Combined School
Similar Profiles
Buhle ShumaneBuhle Shumane
Financial Advisor at Old Mutual (PFA)Financial Advisor at Old Mutual (PFA)
Salsabeel MSalsabeel M
Internal Audit Trainee at PFA & COInternal Audit Trainee at PFA & CO
Nicolas RonelliNicolas Ronelli
Perito Quimico at PFAPerito Quimico at PFA