PONTSHO MOFOKENG
Financial Advisor
152 President Street Germiston
Summary
Highly motivated and detail-oriented Financial Advisor with a strong background in administration, billing, and client relationship management. Skilled at tailoring financial solutions to diverse client needs, with proven ability to combine analytical expertise and empathetic communication. Passionate about helping individuals and families achieve financial security through strategic planning, investment guidance, and risk management.
Overview
12
12
years of professional experience
Work History
Financial Advisor
Sanlam
Germiston
09.2024 - Current
- Conduct comprehensive financial needs analyses to evaluate clients’ income, expenses, assets, liabilities, and risk tolerance.
- Develop tailored financial strategies covering investment planning, retirement solutions, tax efficiency, estate planning, and risk protection.
- Provide expert advice on life insurance, disability cover, severe illness, and funeral policies to safeguard clients’ financial well-being.
- Recommend and manage investment portfolios aligned with clients’ long-term goals and market conditions.
- Build and maintain strong client relationships through regular reviews, ensuring evolving needs are met.
- Deliver presentations and financial education sessions to empower clients with knowledge and confidence in their financial decisions.
- Achieved consistent growth in client portfolio size and retention through trust-based advisory and proactive service delivery.
Billing Administrator
EOH
Germiston
08.2017 - 08.2024
- Generated accurate invoices and credit notes for Managed Print Services (MPS) clients.
- Conducted quality checks to ensure compliance with billing procedures.
- Collaborated with Service Delivery Managers to secure approvals and resolve escalations.
- Supported financial reconciliations and maintained billing documentation on SharePoint.
- Utilized FMAudit and RCS systems to capture and verify client data.
Meter Reading Administrator
EOH
Bedfordview
10.2015 - 08.2017
- Collected and captured meter readings via telephone and email.
- Resolved customer queries and ensured accurate billing records.
- Delivered efficient administrative support across multiple client accounts.
Training Assistant
Scaw Metal Group
Wadeville
09.2013 - 03.2015
- Planned and scheduled training programs.
- Developed training manuals and updated training records.
- Reported on training outcomes to management.
Education
National Diploma - Office Management and Technology
Vaal University of Technology
BTech - Business Administration
Vaal University of Technology
Certificate - End User Computing
Skills
Financial Planning & Analysis
Insurance & Risk Management
Investment Advisory
Client Relationship Building
Administrative & Billing Expertise
References
- Itumeleng, Shaku, ishaku@scaw.co.za, 079 768 2669, Scaw
- Teboho, Matlokotsi, teboho.matlokotsi@ioco.com, 073 361 9837, EOH
Timeline
Financial Advisor
Sanlam
09.2024 - Current
Billing Administrator
EOH
08.2017 - 08.2024
Meter Reading Administrator
EOH
10.2015 - 08.2017
Training Assistant
Scaw Metal Group
09.2013 - 03.2015
BTech - Business Administration
Vaal University of Technology
Certificate - End User Computing
National Diploma - Office Management and Technology
Vaal University of Technology