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Search Results: 9 vacancies
- ...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...
- ...SUMMARY: Legal Advisor POSITION INFO: We are seeking a highly experienced and qualified Legal Advisor to join a prominent group of companies specializing in non-banking financial services . This role is based in Cape Town . About the Group: The group...
- ...SUMMARY: Legal Advisor | Claremont POSITION INFO: Legal advisor The company includes various financial services providers, a retirement fund administrator, a collective investment scheme management company, a linked long-term insurer and a treasury outsource...
- ...years working experience in the financial planning environment assisting Family Officers and/or Wealth Managers and/or Financial Advisors with administrative tasks or within administration with a focus on high volume tasks and responsibilities Required Education...
R 37,500 per month
...terms with external managers and providers Stakeholder Engagement Build strong relationships with internal teams (Compliance, Legal, Actuarial, IT, etc.) Liaise with external stakeholders (Trustees, Custodians, FSCA, ASISA, brokers, and system providers like Bloomberg...R 720,000 pa
...and cross-functional teams 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...- ...Prepare 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...
- ...Reporting: 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...
- ...Advise on appropriate through-the-cycle pricing for new and currently held instruments on a total return basis. · Analysing legal documentation relating to bond issues and if required, following up with internal legal counsel. · Reporting to internal credit...