A Financial Planner position available in either Pretoria or Bellville for a leading company within the financial industry. […]
Identify the clients 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...