Panashe Malahleka
@panashemalahleka
1st class BSc Accounting and Finance Graduate with wealth management experience.
ZimbabweWhat I'm looking for
I am a dedicated and results-driven BSc Accounting and Finance graduate with a first-class degree from the University of Salford. With over four years of experience in the financial services industry, I have developed a strong foundation in wealth management, client services, and financial planning. My professional journey has equipped me with extensive knowledge in areas such as pensions, estate planning, and portfolio management, enabling me to provide exceptional support to financial planners and investment managers.
In my most recent role as a Wealth Administrator at Investec Wealth & Investment, I successfully managed various responsibilities, including producing annual reports, ensuring compliance documentation, and maintaining client data. My previous experience at AJ Bell further honed my skills in client services and stockbroking, where I played a vital role in onboarding new customers and maintaining strong relationships with partners. I am now seeking a remote entry/junior investment role to further develop my skills and gain global insights in the financial sector.
Experience
Work history, roles, and key accomplishments
Wealth Administrator
Investec Wealth & Investment
Jun 2022 - Sep 2023 (1 year 3 months)
Worked in a Wealth Management firm supporting Financial Planners and Investment Managers. Responsibilities included producing annual reports, ensuring compliance, and managing client documentation for high net worth individuals.
Client Services Administrator
AJ Bell
Jun 2019 - Jun 2022 (3 years)
Worked at a FTSE 250 company providing online investment platforms. Responsibilities included onboarding clients, maintaining accounts, and producing regulatory statements and valuations.
Sales Assistant
Footasylum
Jul 2018 - Jul 2019 (1 year)
Provided customer service and sales support in a retail environment, assisting customers with their purchases and maintaining store presentation.
Retail Assistant
Primark
May 2018 - Sep 2018 (4 months)
Assisted customers in a fast-paced retail environment, ensuring a high level of service and maintaining store standards.
Team Member
Manchester United
Nov 2017 - Jun 2018 (7 months)
Worked as part of a team to provide excellent service during events, ensuring customer satisfaction and smooth operations.
Bookkeeper
Route A5 Café
Feb 2017 - Aug 2017 (6 months)
Managed financial records and bookkeeping tasks for a café, ensuring accuracy and compliance with financial regulations.
Education
Degrees, certifications, and relevant coursework
USUniversity of Salford
Bachelor of Science, Accounting & Finance
2017 - 2021
Grade: 1st Class
Activities and societies: Participated in Salford University Rugby League and Toastmasters Society.
Graduated with a BSc in Accounting and Finance with professional experience. Achieved a first-class degree and gained extensive knowledge in wealth management and financial services through various roles.
Peterhouse Boys College
A-Levels, Business Studies
2015 - 2016
Activities and societies: Served as House Prefect and Treasurer of the interact society.
Completed A-Levels with grades A*-C in Accounting, Mathematics, and Business Studies.
Peterhouse Boys High School
GCSEs, General Education
2011 - 2014
Activities and societies: Participated in various school activities.
Achieved GCSEs with grades A*-C including Maths, English, Chemistry, Physics, and Biology.
Availability
Location
ZimbabweAuthorized to work in
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