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:

Credit Investment Portfolio Manager
Location: Johannesburg
Salary: 900000 Annually
Think you have what it takes to evaluate opportunities where others see challenges?
1 day ago


Project Accountant
Location: Johannesburg
Salary: 500000
Behind every successful production line is a Project Accountant keeping the numbers on track.A leading manufacturing business is seeking a Project Accountant to provide financial oversight across capital projects, process improvement initiatives, and operational investments. If you enjoy partnering with engineering and operations teams while ensuring projects are delivered on budget, this could be...
1 day ago


Menlyn Used Vehicle Sales Manager
Location: Pretoria
Salary:
5 days ago


Centurion Used Vehicle Sales Manager
Location: Centurion
Salary:
5 days ago


Treasury Specialist (12 Months Contract)
Location: Johannesburg
Salary: 000
The company requires a high performing Treasury Specialist to optimise liquidity management, mitigate financial risks, and improve cash flow sustainability.
5 days ago


Legal Council ( Retail ) | Gauteng
Location: Johannesburg
Salary: market related
Legal Council ( Retail ) | Gauteng
6 days ago


Legal and Compliance Officer
Location: Johannesburg
Salary: 800000 Annually
Are you a detail-oriented Risk, Legal & Compliance professional looking to accelerate your career within a world-class corporate finance and advisory environment?Our client is a leading international advisory firm with a strong presence across 59 global locations, providing expert advice on Mergers & Acquisitions, Debt Advisory & Restructuring, Equity Markets Solutions, and B-BBEE tran...
8 days ago


Regional Manager Investment Management | Gauteng
Location: Johannesburg
Salary: Market-Related
Regional Manager investment Management | Gauteng
11 days ago


Legal Counsel (Institutional)
Location: Johannesburg
Salary: Market-Related
Legal Counsel (Institutional)
11 days ago


Legal Council (Retail)
Location: Johannesburg, Gauteng
Salary: Market-Related
Legal Council (Retail)
11 days ago


Create a free job alert for Investment Report Writer in Pretoria

Enter your email address below and we will email you similar jobs when they become available:

You can cancel at any time. We will not spam you.
By giving us your email address your agree to our Terms and Conditions