Investment Report Writer

Recruiter:

The Recruitment Council

Job Ref:

Investment Report Wr..

Date posted:

Tuesday, April 12, 2022

Location:

Pretoria, South Africa

Salary:

340 000

SUMMARY:
Investment Report Writer

JOB DESCRIPTION:

Our client, a leading wealth and investment firm, is looking for a Investment Report Writer with a good understanding of the Financial Services industry – including service providers and the retail market, to join their team at their Silverlakes office.

The Investment Report Writer will identify the client''s financial planning needs and provide recommendations. They will generate compliant and accurate new business and review reports for Financial Advisers & Wealth Managers.

Good understanding of legislation governing investment markets (local and offshore), investment vehicles and retirement funds
Good understanding of the tax implications of the various investment options available
Thorough understanding of features and appropriateness of various products: Presentation Funds, Retirement Annuities, Annuities, Endowments, Life and Disability Assurance Policies, Unit Trusts, Trusts
Ability to provide Estate Planning advice and prepare standard Wills
Servicing of clients with single and multiple investments.
Annual review of clients’ investments

Requirements:

Grade 12

Degree / NQF level 5/6

Solid Exposure to the Investment & Wealth sectors

3 to 5 Years’ Experience in the Individual Financial Planning Environment

NB! This job is now closed. You can apply for other jobs by uploading your CV.

Similar jobs you might be interested in:

Financial Accountant
Location: Johannesburg
Salary:
Are you a detail-driven Financial Accountant looking to grow your career in a property-focused, asset-intensive environment? Join a leading Real Estate organization, where finance plays a critical role in asset management, investment performance, and strategic growth. This is more than just a Financial Accounting role. It’s an opportunity to work closely with high-value property portfolios a...
2 days ago

Senior Manager Supplier and Sourcing Enablement
Location: Johannesburg
Salary: 000
The core purpose of the role is to lead and provide strategic direction in order to achieve sustainable and continuous value delivery to the business by driving total collaboration and alignment across the entire business supply value chain.
6 days ago

Group Accountant
Location: Johannesburg
Salary: R600 000
If you’re a Group Accountant who loves consolidating complexity, thrives on structure, and brings absolute precision to every report, statement and tax submission then this opportunity within the Property investment & Real Estate industry is your next powerhouse move.And if you’ve mastered articles, built strong technical foundations, and own group reporting like a pro?You’re...
9 days ago

SENIOR PORTFOLIO MANAGER
Location: Pretoria
Salary: Market related
Risk management and compliance, Leadership and mentoring
9 days ago

Senior Automation Test Analyst
Location: Johannesburg
Salary:
11 days ago

Risk & Compliance Manager
Location: Johannesburg
Salary: Annually
My client, a leading national Property Management & Real Estate Services company, is seeking an experienced Risk and Compliance Manager to join their Head Office team in Johannesburg North.This is an exceptional opportunity for a senior professional with strong experience in risk management, regulatory compliance, governance, internal auditing, and property sector legislation to drive the comp...
13 days ago

MANAGING DIRECTOR: INVESTMENT - PRETORIA
Location: Pretoria
Salary: Market related
Lead and manage the Group's investment companies to ensure the achievement of objectives.
14 days ago

Business Analyst
Location: Johannesburg
Salary:
Purpose:The company is a market leader in investment Banking, and our biggest asset is our people. We believe there is no end to what we can achieve for our clients, our shareholders, and ourselves if we have the right people. We seek the best – smart, hard-working, self-motivated, committed people with positive attitudes and passion for their work and the success of RMB. Our people come fro...
15 days ago

Senior Physical Asset Manager
Location: Alberton
Salary:
20 days ago

Property Acquisition Specialist
Location: Midrand
Salary: Annually
A leading property development company is seeking a skilled Property Acquisition Specialist to drive land sourcing, site identification, town-planning feasibility, zoning assessments, and property negotiation across residential, commercial, and mixed-use developments. This role is ideal for a professional with strong property development experience, excellent knowledge of SPLUMA, and a proven trac...
27 days ago

Investment Report Writer

Similar jobs you might be interested in:

Create a free job alert for Investment Report Writer in Pretoria

Jobseekers

Recruiter

General