Mpho Madisha

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.

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

Grade 12 - Hoerskool Patriot (2010)

Pastel Accounting - Centurion Academy (2016)

Wealth Management - Moonstone Business School (2025)