of a CFA or CA with 10 years experience in fixed income or credit investments
Your main focus
years experience
Specialisation in fixed income or credit investments.
Investment analysis
OUTPUTS: •Conserve Policies •Conserve policies one month in arrears •Conserve policies two month in arrears •Conserve policies three month in arrears •Reconstruct policies at clients request •RAR conserved •Coach •Quality Assure policies conserved •Quality Assure Calls •Quality A
financial reports and summaries ie: income statement, balance sheet, earnings and expenses Debtors and creditors financial reports and summaries ie: income statement, balance sheet, earnings and expenses Debtors and creditors financial reports and summaries ie: income statement, balance sheet, earnings and expenses Debtors and creditors
a trained Financial Planner Excellent uncapped earning opportunity. Great Leadership and mentorship offered financial needs Determine clients' expenses, level of income, insurance coverage, their financial objectives document summaries, investment performance reports and income projections for clients. Manage and regularly update
a trained Financial Planner Excellent uncapped earning opportunity. Great Leadership and mentorship offered financial needs Determine clients' expenses, level of income, insurance coverage, their financial objectives document summaries, investment performance reports and income projections for clients. Manage and regularly update
determine their financial objectives, risk tolerance, income, expenses and assets Providing strategic advice experience Salary slips reflecting three months of earnings (> R25 000.00 per month on average) Class of
determine their financial objectives, risk tolerance, income, expenses and assets Providing strategic advice experience Salary slips reflecting three months of earnings (> R25 000.00 per month on average) Class of
determine their financial objectives, risk tolerance, income, expenses and assets
from EH • Updating budgets and expected divisional income in line with client portfolio • Attendance of meetings behalf of, client • Calculation of commissions/fees earned for services rendered by department • Updating
audit queries