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
address their financial challenges. Achieve targets to earn commission in addition to a basic salary. Key Duties
address their financial challenges. Achieve targets to earn commission in addition to a basic salary. Key Duties
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
variances
Perform month-end balance sheet and income statement reconciliations
Maintain fixed asset
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Newly qualified CA(SA) (but extra experience would be beneficial)
Advanced skills
determine their financial objectives, risk tolerance, income, expenses and assets
Return of Earnings submissions).
Examine tax status and risk tolerance to maximize income and save money. Advise clients on financial matters assets upwards of R 50m R 500k in commissionable earnings 80/20 split
Examine tax status and risk tolerance to maximize income and save money. Advise clients on financial matters assets upwards of R 50m R 500k in commissionable earnings 80/20 split
master of your own destiny, generate a lucrative income, and create personal financial wealth and freedom to an existing network of people with a middle income market profile Ability to engage on a Business path with options for specialization. Unlimited earning potential, when you consistently implement what