Phumelele Ncala
Financial Advisor
Benoni,South Africa
Summary
Enthusiastic financial services professional highly effective at working with clients of all levels and backgrounds. Friendly and personable with adaptable approach. Exceptional knowledge in wealth management, estate planning and investment. Expert knowledge of regulatory and supervisory requirements and corporate policies and procedures.
Overview
6
6
years of professional experience
7
7
years of post-secondary education
1
1
Certification
Work History
Financial Advisor
Old Mutual SA
Benoni, Gauteng
10.2017 - Current
- Created debt management plans, spending plans and budgets to assist clients in meeting financial goals.
- Evaluated financial reporting systems, accounting and collection procedures and investment activities to make recommendations for changes to procedures, budgets and other financial control functions.
- Advised clients on portfolio allocation and various investment types.
- Examined clients' overall financial situation by reviewing income, assets, debts, expenses and credit reports.
- Initiated customer relationships through prospecting, lead utilization, local market and community involvement.
- Promoted products and services by conducting educational seminars to clients and prospects in Tembisa.
- Analyzed clients' financial situations to offer products to improve standard of living.
- Used XPLAN, FRONT OFFICE and WEALTH system to calculate client assets, liabilities, insurance coverage and cash flow to create investment strategies.
- Monitored clients' accounts to determine changes to improve performance or accommodate life changes.
- Successfully maintained clean, valid driver's license and access to reliable transportation.
Logistics Assistant
Bidvest Waltons
Benoni, Gauteng
03.2016 - 03.2017
- Processed and entered customer orders into database and provided proactive customer service for accounts.
- Verified accurate account invoicing through collaboration with accounting department.
- Worked with vendors to schedule daily pickups and weekly deliveries.
- Handled high-volume paperwork and collaborated with administrators to resolve invoicing and delivery problems.
- Oversaw daily inventory counts to maintain data accuracy.
- Prepared reports tracking information such as purchase orders, inventory numbers and invoicing activities.
- Received and processed customer payments.
- Documented received materials into AXAPTA 2014 system.
- Liaised between warehouse personnel and customer to facilitate account and operational needs.
Education
Bachelor of Technology - Logistics Management
University of Johannesburg
Johannesburg 02.2017 - 10.2019
Diploma - Logistics Management
University of Johannesburg
Johannesburg 02.2011 - 11.2015
Skills
Retirement needs
Investment planning
Mutual funds
Education funds
Savings accounts
Banking
Financial planning
Financial Advising
Wealth Management
Investment advice
Financial services
Relationship building and management
Sales expertise
Certification
Regulatory Examination ( Representatives in all categories of FSPs ))
Timeline
Regulatory Examination ( Representatives in all categories of FSPs ))
11-2021
Financial Advisor
Old Mutual SA
10.2017 - Current
Bachelor of Technology - Logistics Management
University of Johannesburg
02.2017 - 10.2019
Logistics Assistant
Bidvest Waltons
03.2016 - 03.2017
Diploma - Logistics Management
University of Johannesburg
02.2011 - 11.2015