Nompumelelo Jeaneth Hlatshwayo
Financial Adviser Assistant
Johannesburg
Summary
Experienced Financial Adviser Assistant at Roxburgh Trust with a Postgraduate Diploma in Financial Planning and a BCom in Economics and Finance. Recognized for resilience, leadership, critical thinking, work ethic, and open-mindedness. Skilled in providing support to financial advisers in gathering and organizing client information. Seeking a financial planning role to apply knowledge for enhancing personal growth and organizational profitability.
Overview
3
3
years of professional experience
Work History
Financial Advisor Assistant
Roxburgh Trust
05.2025 - Current
- Facilitated new client onboarding process and investment account setup.
- Assisted clients with financial planning to meet financial goals.
- Facilitated clear communication between clients and financial advisors through prompt response to inquiries via phone or email.
- Supported senior financial advisors in managing a diverse client portfolio, ensuring the highest level of service and attention to detail.
- Maintained strict confidentiality with sensitive client data while adhering to industry regulations and standards.
- Collaborated with team members on projects aimed at improving overall firm performance, sharing insights gained from daily interactions with clients.
Financial Advisor Assistant
Integral Wealth Management
03.2024 - 04.2025
Financial Advisor Intern
Integral Wealth Management
01.2023 - 02.2024
- Participated in ongoing professional development activities to stay current on industry trends and best practices in financial advising.
- Assisted in portfolio management for optimal investment performance and risk mitigation.
- Increased referrals from satisfied clients by consistently delivering exceptional service and support.
- Assisted in preparing monthly account statements, reflecting accurate balances and transactions for each client's portfolio.
- Maintained compliance with all regulatory requirements while diligently handling sensitive information pertaining to client accounts.
Education
Post-Graduate Diploma - Financial Planning
University of Kwazulu-Natal
Durban, South Africa 04.2001 -
Bachelor of Commerce - Finance And Economics
University of Kwazulu-Natal
Durban, South Africa 04.2001 -
National Senior Certificate - Science
Mayflower High School
Mayflower 04.2001 -
Skills
- Investment planning
- Client relations
- Retirement needs
- Financial planning
- Analytical and critical thinking skills
- Numerical reasoning skills
- Ability to work independently and with a team
- Strong verbal and written communication skills
- Problem solving skills
- Data analysis
- Attention to detail
- Filling
- Effective time management
- Ethical behavior
References
Petronella Mothamaha, Colleague, 081 346 4140, Roxburgh Trust
Timeline
Financial Advisor Assistant
Roxburgh Trust
05.2025 - Current
Financial Advisor Assistant
Integral Wealth Management
03.2024 - 04.2025
Financial Advisor Intern
Integral Wealth Management
01.2023 - 02.2024
Post-Graduate Diploma - Financial Planning
University of Kwazulu-Natal
04.2001 -
Bachelor of Commerce - Finance And Economics
University of Kwazulu-Natal
04.2001 -
National Senior Certificate - Science
Mayflower High School
04.2001 -
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