Compliance Officer This vacancy has been created within our client's risk and compliance team, based based at their Cape Town office. This role is responsible for compliance support and implementation of risk a recent graduate with Accounting and/or Risk Management as part of their completed degree, or where previous responsibilities include: •FSP Compliance / Risk Officer: o Compliance reporting on behalf of business unit: procedures. Monitoring of existing legislative changes o Assist with documentation of processes and procedures
Financial Planning teams, based at the Cape Town office. This role is responsible for administrative support ideally suited to applicants with previous brokers' assistant, or brokers' secretarial experience specifically (Cashman/ CRM system) • Review debit balances and assist financial/Investment Advisors to take corrective etc. of client correspondence, diary and event management. Key requirements for applicants: • Previous advantage. •Computer literacy (intermediate): MS Office suite and excel at an intermediate level •Ability
Financial Planning teams, based at the Cape Town office. This role is responsible for administrative support ideally suited to applicants with previous brokers' assistant, or brokers' secretarial experience specifically (Cashman/ CRM system) • Review debit balances and assist financial/Investment Advisors to take corrective etc. of client correspondence, diary and event management. Key requirements for applicants: • Previous advantage. •Computer literacy (intermediate): MS Office suite and excel at an intermediate level •Ability
Compliance Officer This vacancy has been created within our client's risk and compliance team, based based at their Cape Town office. This role is responsible for compliance support and implementation of risk a recent graduate with Accounting and/or Risk Management as part of their completed degree, or where previous responsibilities include: •FSP Compliance / Risk Officer: o Compliance reporting on behalf of business unit: procedures. Monitoring of existing legislative changes o Assist with documentation of processes and procedures
Accountant sought for financial services industry (office based position) Full function accounting duties The successful incumbent will be responsible for managing 2 staff members. Full function accounting duties The successful incumbent will be responsible for managing 2 staff members. Requirements - Qualifications
team consisting of a Senior Wealth Planner and Assistant taking full responsibility for the preparation
team consisting of a Senior Wealth Planner and Assistant taking full responsibility for the preparation
Investment Portfolio Analyst Reports to: Investments Manager Job location: Cape Town Remuneration: market related meaningful analysis and support to successfully manage a suit of portfolios • Providing portfolio analytics to discretionary managed clients • Monitor and assess incumbent and current managers alongside the portfolio portfolio managers and investment research teams • Understands the construction of client portfolios and to date on relevant systems and that Portfolio Managers instructions are executed accurately and in a
Investment Portfolio Analyst Reports to: Investments Manager Job location: Cape Town Remuneration: market related meaningful analysis and support to successfully manage a suit of portfolios • Providing portfolio analytics to discretionary managed clients • Monitor and assess incumbent and current managers alongside the portfolio portfolio managers and investment research teams • Understands the construction of client portfolios and to date on relevant systems and that Portfolio Managers instructions are executed accurately and in a
Accuracy and Attention to Detail § Excellent Time Management Skills § Excellent Problem Solving Skills § Excellent