Work Type
Full TimeContract WorkConsultingLocation Preference
On-SiteRemoteLocation: PRETORIA, GautengRandburg, GPCenturion, GPJohannesburg, GP
Open to relocation: Yes
LEDILE LERATO TEFFO
Senior Financial Planner
PRETORIA
Work Preference
Summary
Personable candidate committed to helping clients meet financial goals. Extensive experience developing and implementing investment strategies tailored to clients' individual needs and objectives. Passionate about providing sound financial advice and helping clients reach financial goals.
Overview
5
5
Languages
4
4
years of professional experience
Work History
Senior Financial Planner
Sanlam Life Insurance
02.2023 - Current
- Led comprehensive financial planning strategies aligned with client goals, risk tolerance, and long-term objectives.
- Developed retirement, tax, estate, and investment recommendations using advanced planning software and financial models.
- Spearheaded development of comprehensive financial wellness programs for corporate clients, promoting employee engagement and satisfaction.
- Analyzed financial needs of clients and developed tailored strategies to meet goals.
- Completed Coursework: Class of business, 2023
- Completed Coursework: RE5 , 2025
- Completed Coursework: Investment fundamentals &estate planning, 2025
Financial Planning Assistant
Discovery Insurance Company
09.2022 - 11.2022
- Prepared portfolio reports, budget summaries, and planning worksheets with strong attention to accuracy.
- Streamlined office procedures for financial planning support, improving consistency across recurring tasks.
- Performed due diligence on prospective investments to assess their suitability for inclusion in client portfolios.
Education
IIE BACHELOR OF BUSINESS ADMINISTRATION - LOGISTICS AND SUPPLY CHAIN MANAGEMENT
IIE Rosebank college
PretoriaIIE HIGHER CERTIFICATE - LOGISTICS AND SUPPLY CHAIN
IIE ROSEBANK COLLEGE
POLOKWANENATIONAL SENIOR CERTIFICATE - Accounting And Finance
CLEN COWIE SECONDARY SCHOOL
LimpopoSkills
Wealth management
Estate planning
Teamwork and collaboration
Insurance planning
Problem-solving
Organizational skills
Custom Section
- MS Office
- Presentations/slideshows
- Writing skills
- computer Literacy
Personal Information
- Available: available to start immediately
- Ethnicity: Black
- Citizenship: South African
- Gender: Female
- Driving Licence: CODE 8
References
- Prishen Bennideen Sanlam manager
- Thato Maaka discovery Manager
Timeline
Senior Financial Planner
Sanlam Life Insurance
02.2023 - Current
Financial Planning Assistant
Discovery Insurance Company
09.2022 - 11.2022
IIE HIGHER CERTIFICATE - LOGISTICS AND SUPPLY CHAIN
IIE ROSEBANK COLLEGE
IIE BACHELOR OF BUSINESS ADMINISTRATION - LOGISTICS AND SUPPLY CHAIN MANAGEMENT
IIE Rosebank college
NATIONAL SENIOR CERTIFICATE - Accounting And Finance
CLEN COWIE SECONDARY SCHOOL