Looking for a job

Sandisizwe Ngomane

@sandisizwengomane

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I support clients with financial planning, onboarding, compliance, and relationship management.

South Africa

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What I'm looking for

I'm looking to grow in financial services through client-facing work in financial planning, relationship management, sales, and compliant client servicing. I value opportunities to build practical advisory experience while supporting clients professionally.

I'm supporting financial planning, protection, retirement, and investment needs at Liberty Life under supervision. I engage clients, capture accurate application information, and maintain compliant client records in Salesforce, Salesforce Workbench, and Blueprint Online.

Previously, I managed end-to-end e-commerce operations at ROE (Pty) Ltd, from orders and supplier coordination to customer service and Meta advertising. I've also handled customer support across WhatsApp, email, and telephone, ensuring queries and resolutions were accurately communicated.

With a BCom Accounting degree, I bring financial analysis, budgeting, reconciliations, record-keeping, and client relationship skills. I'm building my financial-services credentials through practical FAIS exposure and preparation for the RE5 examination.

Experience

Work history, roles, and key accomplishments

Current

Junior Financial Advisor

Current

Liberty Life

Mar 2026 - Present (6 months)

Provides financial planning and client support services under supervision, engaging clients to understand their financial circumstances and needs. Assists with financial protection, retirement planning, and investment needs while generating new business through prospecting and referrals.

Financial Planning Client Engagement Relationship Management Prospecting Salesforce Salesforce Workbench Blueprint Online Faiss Compliance

Volunteer Assistant Administrator & Training Instructor

Mganu Security Training Academy

Aug 2025 - Jan 2026 (5 months)

Reorganised filing systems to improve record accessibility and administrative efficiency. Maintained and processed administrative documentation and records accurately, and supported clients and learners with administrative processes.

Administration Record keeping Training Communication Skills

Self-Employed (Poultry Farming)

Odiweni Chickens

Nov 2024 - Aug 2025 (9 months)

Managed daily poultry-farming activities such as livestock care and routine operations. Recorded sales, operating expenses, and livestock-related transactions, and coordinated customer orders.

Poultry Farming Record keeping Customer Coordination

Owner and E-Commerce Store Manager

ROE (Pty) Ltd

Jul 2023 - May 2025 (1 year 10 months)

Managed end-to-end e-commerce operations, including order processing, customer service, supplier coordination, and after-sales service. Maintained accurate financial, sales, order, and customer records, and developed Meta advertising campaigns.

Ecommerce Order Processing Customer Service Supplier Coordination Meta Ads Record keeping

Customer Support (Part-Time)

Astrics Enterprises

Aug 2024 - Jan 2025 (5 months)

Managed, recorded, and communicated customer queries and resolutions through WhatsApp, email, and telephone. Provided customers with timely information and ensured unresolved matters were communicated to relevant parties.

Customer Support Communication Skills Problem Solving