Summary
Overview
Work History
Education
Skills
Certification
Timeline
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THEODORA DYWILI

THEODORA DYWILI

FINANCIAL ADVISOR
Upington

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 the solution I offer to clients.

Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.

Overview

20
20
years of professional experience
2
2
Certifications

Work History

Financial Advisor

MMI Holdings Metropolitan
02.2021 - 01.2024
  • Monitored economic conditions regularly, adjusting financial plans as necessary for optimal results in various market environments.
  • Maintained open lines of communication with clients, providing updates and addressing concerns promptly to ensure their peace of mind during the financial planning process.
  • Managed risk effectively through careful analysis of clients'' needs and portfolio diversification strategies.
  • Developed comprehensive financial plans for clients to achieve short-term and long-term goals.
  • Worked closely with insurance providers to assess suitable coverage options tailored to individual client requirements for risk management purposes.

Administrative Clerk

SASSA
01.2004 - 02.2020
  • Streamlined administrative processes by implementing efficient filing and organizational systems.
  • Helped maintain a positive office atmosphere with proactive conflict resolution and team-building efforts.
  • Safeguarded sensitive information by maintaining strict confidentiality protocols when handling personnel files or company documentation.
  • Contributed to project success by providing administrative support to various teams as needed.
  • Assisted in budget preparation by collecting financial data, processing invoices, and reconciling bank statements.

Education

High School Diploma -

Paballelo High School
Upington
04.2001 -

Skills

Presentation skills

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Certification

Social Security NQF level 5

Timeline

Financial Advisor

MMI Holdings Metropolitan
02.2021 - 01.2024

Advance Certificate NQF level 6 Social Security

01-2007

Administrative Clerk

SASSA
01.2004 - 02.2020

Social Security NQF level 5

01-2003

High School Diploma -

Paballelo High School
04.2001 -

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THEODORA DYWILIFINANCIAL ADVISOR