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- ...Compliance and Commercial Success! POSITION INFO: Role: Legal Advisor Location: Claremont A premier wealth management group,... ...to financial planning , asset management, and fiduciary services, is seeking an experienced Legal Advisor to support its group of...
- ...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...
- ...Red Ember Recruitment is seeking to hire a HOD: Business Services based 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...
- ...product knowledge by keeping up to date with products used by service providers. b. Compile proposal documents based on the Wealth... ...Family Officers and/or Wealth Managers and/or Financial Advisors with administrative tasks or within administration with a focus...
- ...Participate in and contribute to a culture that builds rewarding relationships, facilitates feedback, and provides exceptional client service within the organization HOURS: Monday to Friday: 08:00 – 17:00 Hybrid position but 1st 3 months will be in office Should...
R 30,000 - 40,000 per month
...Claremont POSITION INFO: A well-established short term Insurance brokerage based in Claremont, Cape Town, requires the services of an experienced Commercial Lines Underwriter. Minimum requirements: FAIS accredited (Relevant qualification and RE5) Minimum...R 37,500 per month
...Investment Schemes (CIS) and Portfolio Administration Exposure to LISP platforms is advantageous Strong background in financial services, particularly asset management operations Proven experience in project implementation within a regulated environment...- ...SUMMARY: Client Investment Tax Lead POSITION INFO: A leading financial services firm is seeking a highly analytical and detail-oriented Client Investment Tax Lead to drive data integrity, tax reporting accuracy, and compliance across multiple investment platforms...
R 720,000 pa
...Reporting Specialist – Lead Automation, Strategy, and High-Impact Reporting! POSITION INFO: Job Description: A leading financial services firm is looking for a highly motivated and detail-driven Accountant / Financial Reporting Specialist to join their dynamic...- ...comparison of fees received for wealth management advice b. Critically evaluate existing processes and recommend changes c. Review service provider agreements Required Experience • 3-5 years post articles experience • Advantage – experience in wealth and/or...
R 480,000 pa
...Leading Organization! POSITION INFO: Job Title: Compliance Associate Division/Department: Operations | Group Shared Services Reporting to: Head of Compliance Location: Claremont Position Summary: The Compliance Associate plays a pivotal role in...R 480,000 pa
...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 credit control...- ...Cape Town POSITION INFO: Job Headline: Wealth Management Associate – Support a Senior Director at a Leading Financial Services Firm | Cape Town Job Description Position: Wealth Management Associate (WMA) Location: Cape Town Industry: Financial...
- ...reporting projects and work on special initiatives. Financial Management: Regularly compare fees, evaluate processes, and review service provider agreements. Requirements: ~3-5 years of post-articles experience (Wealth/Asset management experience is a plus) ~...
- ...support to the office. As the first point of contact, the Receptionist contributes to the company’s purpose of delivering long-term service and investment excellence to clients by maintaining a professional and efficient reception environment. Duties and...
- ...qualification experience working at a professional quantity surveying firm. The role involves delivering comprehensive cost management services on commercial and mixed-use construction contracts from inception to final account. Prepare detailed cost estimates, cost...
- ...join our team, these are a few of the key areas that you will need to be responsible for: Provide our customers with world class service Ensuring the store is fully stocked and orders placed accordingly knowledge of administration and IT systems Adhering to...