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R 480,000 pa
...SUMMARY: Exciting Opportunity: Compliance Associate Wanted – Drive Regulatory Excellence with a Leading Organization! POSITION INFO: Job Title: Compliance Associate Division/Department: Operations | Group Shared Services Reporting to: Head of Compliance...- ...SUMMARY: Legal Brilliance Wanted – Shape Financial Compliance and Commercial Success! POSITION INFO: Role: Legal Advisor Location: Claremont A premier wealth management group, known for its holistic approach to financial planning , asset management, and...
- ...investment scheme management, linked long-term insurance , treasury solutions, and marketing . Offering legal support to the Compliance department . Advising on legal considerations for new business ventures and assisting with their legal implementation ....
R 37,500 per month
...operations strategy. Â The successful candidate will be instrumental in driving projects, improving operational processes, ensuring compliance, and collaborating across departments to support the launch and maintenance of fund solutions. POSITION INFO: Key...- ...seeking a highly analytical and detail-oriented Client Investment Tax Lead to drive data integrity, tax reporting accuracy, and compliance across multiple investment platforms. This role plays a key part in designing and executing data quality controls and ensuring timely...
R 720,000 pa
...to develop insightful, real-time financial reports and dashboards, enhance process efficiency, and support legal and regulatory compliance reporting. The successful candidate will play a key role in improving financial workflows, supporting budgeting and forecasting,...- ...budgets and forecasts in support to the Financial Manager f. Provide assistance to the Financial Manager with regard to legal compliance reporting, such as SARB and SARS (efiling and the like) g. Monthly updates and reports on Xero regards trusts 2. Process Optimisation...
- ...collective investment scheme management company, linked long-term insurer, treasury solutions and marketing) Legal support to the Compliance department Advice on legal considerations relating to new business ventures and assisting with the legal aspects of...
- ...packs (with assistance from administrative team and Paraplanners where necessary and as per business requirements) 2. Legislative Compliance (FICA and FAIS) a. Apply basic knowledge of the FAIS General Code of Conduct in daily work. b. Draft and/or check Record of...
- ...candidate will have strong administrative and technical skills, with experience in financial planning support, client documentation, and compliance. Key Responsibilities: Prepare client onboarding documentation and manage CRM updates Liaise with internal teams and...
R 480,000 pa
...terms, and conditions Manage the full underwriting process: quotes , new business , renewals , and endorsements Ensure compliance with Service Level Agreements and Binder agreements Maintain accurate records on internal CRM systems Monitor and manage...- ...Develop and automate Power BI reports and dashboards, create cash flow reports, assist with budgets and forecasts, ensure legal compliance reporting (SARB, SARS), and provide monthly Xero updates for trusts. Process Optimization: Analyze and automate financial reporting...
- ...at the client in Kenilworth. Manage the full financial function of the business including corporate governance and statutory compliance of all 3 entities i.e. Provide strategic financial support to the CEO, Board members and HODs, and Community Hospices to ensure...