Simthembile Maku
Merchendisor
King Williams Town
Summary
Financial planning professional with strong foundation in investment strategies, retirement planning, and risk management. Known for delivering results through collaborative team efforts, adaptable to changing needs, and reliable in high-stakes environments. Skills include financial analysis, portfolio management, and client relationship building, underpinned by strategic approach and strong ethical standards. Ready to make significant impact by aligning financial solutions with clients' long-term goals.
Overview
17
17
years of professional experience
15
15
years of post-secondary education
Work History
Financial Planner
Sanlam Life
01.2020 - Current
- Identify and action sales opportunities through constent visits to companies.
- Establishing and maintaining business relationships
- Communication and networking with company departments to service staff
- Handling all the administrative tasks according to agreed standards and adhering to the compliance process as prescribed by the legislation.
Financial Advisor
Old Mutual
11.2021 - 03.2022
- Identify and action sales opportunities through constant visits to companies.
- Establish and maintain business relationships with client.
- Communication and networking with companies and department to service staff.
- Handling of all administrative task according to agreed standards and adhering to compliance process as prescribed by the legislation.
- Assessing the validity of supporting documents.
- Reason for leaving: Better Offer
Financial Advisor
Metropolitan Life
10.2017 - 05.2018
- Identify and action sales opportunities
- Establishing and maintaining business relationships
- Communication and networking with all company departments to facilitate problem solving
- Handling all the administrative tasks according to agreed standards and adhering to the compliance process as prescribed by the legislation.
- Making use of client service interactions to improve client retention and repeat business activities
- Taking ownership of queries and ensuring they are resolved timeously and effectively.
- Reason for leaving: New employment.
Accounting Clerk
SAPS Eastern Cape Provisional Head Quarters
10.2008 - 02.2015
- Administratively manage organise and coordinate activities to ensure seamless flow of information within directorate
- Assist in preparation of budget statement and database templates prescribed by national treasury regulations and submit for review.
- Coordinate the shifting and virements of fund in the preparation of budget adjustments of funds.
- Assisting programmes in preparation roll over application of budget, preparation and capturing of journal
- Assisting in shifting of funds, handling enquiries relating to budget and expenditure
- Section Rotate in finance
- Salary Administration: Assist in capturing of salary related allowances (i.e.) Night shift, public holiday, travelling claims, overtime, housing allowances
- Distribution of pay slip and pay roll to related Pay point managers
- Verification of all payments on Persal and file the documents on Boxes file
- Printing of documents as a proof of payments (IRP5) of camping for that particular financial year as indicated by SARS and attach relevant document for submission
- Verify on persal it there are no rejection or Faulty payments
- Reason for leaving: To finish my studies
Education
ND - Financial Information System
Walter Sisulu University
Matric - undefined
Thembalabantu High School
Advanced Diploma in Accounting Sciences - Advanced Diploma:Internal Auditing
University of South Africa
East London, South Africa 04.2001 -
Skills
Dependable & dedicated
Key Skills - Strengths
Dependable & dedicated, Leadership and teamwork, Integrity and Accountability, Professional, Team Player, Disciplined, Keen for new challenges, Thinker and a fast learner, Communication, Assertive and enthusiastic, Organized
Contactable References
- Mr Luxolo Gozongo, Operations Executive, Fastvan (PTY) Ltd, 073 846 8238, 011 026 7403, luxolofastvan.com
- NA Falteni, Lieutenant Colonel, SAPS Eastern Cape Provincial Head Office, Finance Section: Budget, 082 301 7583, 073 600 3459, 040 608 7233
- Mrs Corne Snyman, Immediate Manager, Sanlam Life (East London), (043) 706 6042, 071 484 1100, Corne.snyman@sanlam.co.za
Personal Information
- ID Number: 820511 5465 087
- Gender: Male and Married
- Nationality: South African
- Driving License: Code EC with PRDP
Timeline
Financial Advisor
Old Mutual
11.2021 - 03.2022
Financial Planner
Sanlam Life
01.2020 - Current
Financial Advisor
Metropolitan Life
10.2017 - 05.2018
Accounting Clerk
SAPS Eastern Cape Provisional Head Quarters
10.2008 - 02.2015
Advanced Diploma in Accounting Sciences - Advanced Diploma:Internal Auditing
University of South Africa
04.2001 -
Matric - undefined
Thembalabantu High School
ND - Financial Information System
Walter Sisulu University
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