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
Recognition programs that reward top performance Passive income creation Flexible working hours Opportunity to
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
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 Laptop Network of clients Benefits, incentives, earning on every product from product 1
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 Laptop Network of clients Benefits, incentives, earning on every product from product 1
deadline driven and they need someone that will go the extra mile to ensure that all given deadlines are met will also be responsible for the Balance sheet and Income Statement recons. Take the leap today and Apply
Performance Areas Implement Calculation of Loss of Income Calculation Models Demonstrate understanding of actuarial basis of income valuations such as mortality, interest, contingencies, earnings progression, and Calculation Methodologies Assist with research on loss of Income calculation methodologies that ensure determination relevant for accurate determination of loss of income compensation. Assist with continuous updates to impact of various assumptions underlying loss of income calculations such as discount rates, mortality
Performance Areas Implement Calculation of Loss of Income Calculation Models Demonstrate understanding of actuarial basis of income valuations such as mortality, interest, contingencies, earnings progression, and Calculation Methodologies Assist with research on loss of Income calculation methodologies that ensure determination relevant for accurate determination of loss of income compensation. Assist with continuous updates to impact of various assumptions underlying loss of income calculations such as discount rates, mortality
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