Mpho Madisha
Financial Adviser Assistant
About
My aim is to secure a position that will enable me to use my financial planning administration knowledge and skills acquired through my education and work experience to assist financial advisors to better serve their clients. I look forward to working and associating with a company which can allow me to utilize my acquired skills to better myself and prove myself to be an asset to the company.
Experience
Financial Adviser Assistant - Nedbank
(2017-03 - 2017-08)
- Diary Management
- Meeting Prep
- Client Reviews
- Admin
Financial Adviser Assistant - Nedbank Financial Planning
(2021-09 - 2020-03)
- Administration
- Client Liaison
- Meeting and Review Prep
- Quotes and comparison
- Application submissions
- Follow up on applications
Team Leader and Paraplanning - Virtual Financial Services Professionals
(2020-12 - 2023-11)
- Administration
- Quotes and Comparison
- New business submission
- Client Meeting preps
- Annual reviews of client portfolios
- Supervision of junior staff
- Client liaison
- Risk and Investment
New Business Administrator - NMG Financial planning
(2023-12)
- Administration
- New business submission
- Client liaison
- Risk and Investment
Education
Grade 12 - Hoerskool Patriot (2010)
Pastel Accounting - Centurion Academy (2016)
Wealth Management - Moonstone Business School (2025)
