FINANCIAL PLANNER Market related

  • Company:

    Competent Candidates

  • Location:

    Pretoria or Bellville, Western Cape, Gauteng, South Africa

  • Salary:

    Market related

  • Job Type:

    Permanent

Identify the client's capital & income needs in the event of death/disability/severe illness/retirement; […]
Analyse & compare various local & offshore unit trust funds (CIS). Obtain & provide performance graphs, asset allocation, risk & return scatterplots, risk correlation tables etc. […]
Consolidate and summarise all policies, investments & assets and liabilities at death, disability or severe illness; […]
Prepare the necessary estate planning proposal which contains a breakdown of the estate duty, summary at death and liquidity position at death; […]
Prepare the necessary risk proposal for...

5 days ago from: pnet.co.za

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