Funds and Trusts Jobs in South Africa

Collections Facilitator Join a fast-paced UK-linked fintech environment supporting SME growth Hybrid Cape Town (AfricaWorks Bree Street) R20000 R25000 9am 6:30pm SA time About Our Client Our client is a dynamic UK-based financial services company that supports small businesses through innovative...

About the Opportunity Wealth AssistantMenlyn Pretoria Market related salary Do you thrive in a support role have what it takes to help make a Wealth Manager successfulIs this youYouve worked in a support role supporting Financial Advisors but youre keen to make a change and take on more technical re...

Reference: CFA020893-KR-1Seeking a Senior Investment Consultant to lead client engagements provide strategic investment advice and deliver high-quality consulting outputs. This role combines technical investment expertise with strong client relationship management skills and offers the opportunity t...

IntroductionOur client seeks to appoint an experienced Senior Wealth Administrator with at least 5 years direct experience in a supporting role to financial planners and paraplanners. XPlan and MS Office at an intermediate level is essential. The incumbent must have exceptional telephone interperson...

A highly respected and established wealth management practice is seeking a skilled Paraplanner to strengthen its advisory support function. This role is ideal for a technically strong professional who values accuracy compliance and delivering high-quality financial planning support within a reputabl...

IntroductionWe are seeking an experienced Fund Accountant to handle fund reporting reconciliations and valuation processes. If youre detail-driven and eager to grow within a dynamic investment environment we want to hear from you.RequirementsBCom Investment Management (or equivalent finance/economic...

A well-established financial services organisation is seeking a driven client-focused Financial Advisor to join its dynamic advisory team. This role is ideal for a motivated professional who is passionate about empowering clients through strategic financial planning and long-term wealth creation.𝐑𝐞𝐪...

A well-established financial services organisation is seeking a driven client-focused Financial Advisor to join its dynamic advisory team. This role is ideal for a motivated professional who is passionate about empowering clients through strategic financial planning and long-term wealth creation.𝐑𝐞𝐪...

Job Classification RequisitionMelissa CloeteBusiness Unit - Nedbank Private and Wealth: High Net WorthLocation - Nedbank Clocktower Campus V&A Waterfront Cape TownClosing Date - 17 December 2025Employment Equity Statement - Preference will be given to Applicants from Underrepresented GroupsJob Famil...

Senior Financial Planner Take your financial advisory career to the next level full ownership of your client book Newlands Cape Town Competitive Basic Salary Commission About Our Client This well-established wealth advisory firm provides a premium platform for experienced financial planners to thr...

Reference: F000251-PH-1#SHIFTINTOHIGHCAREER by joining a Financial Services Company that seeks the expertise of a Financial AdvisorDuties & ResponsibilitiesMinimum Requirements:Must have a minimum of 12 years experience as a Financial Advisor in the Financial Services Insurance industryMatric quali...

DescriptionA major Financial Services Provider (FSP) is seeking a highly skilled Senior Wealth Manager to join their Wealth division in Bellville. This is a permanent opportunity for an experienced professional who can deliver comprehensive high-quality financial service to an established client bas...

IntroductionTo oversee the organizations financial operations including budgeting forecasting financial reporting and risk management. Specific duties are tailored to the rental industry such as managing fleet finances debt collection and ensuring compliance with regulations.Core ResponsibilitiesFin...

Be proactive and take the next step in your career.A service company is currently on the lookout for a Financial Administrator to join their finance team to help out where needed. As the Financial Administrator you will provide financial and administrative support to the Financial Controller to ensu...

To provide appropriate financial and estate planning advice to Private and Business Banking Clients (i.e. Private Banking Signature Premium Growth and Commercial Banking) in order to solve for their complex financial needs.Qualifications : Minimum QualificationNQF level 6-7 Qualification (Advanced...

To source and secure new HNW individual Personal Insurance customers.The role will require a face to face interaction with high net worth customer market which always requires professional conduct.Providing a comprehensive array of customised Insurance solutions tailored to meet these customers need...

Job Classification RequisitionMelissa CloeteBusiness Unit - Nedbank Private and Wealth: High Net WorthLocation - Nedbank - Menlyn Office PretoriaClosing Date - 19 November 2025Employment Equity Statement - Preference will be given to Applicants from Underrepresented GroupsJob Family Investment Banki...

The OpportunityAre you ready to use your financial planning skills to help individuals protect their futuresIs this youYoure someone who builds strong relationships communicates with empathy and clarity and understands the real-life impact of good financial advice. You enjoy guiding clients through...

Are you an experienced finance professional ready to step into a role where your commercial insight and leadership can truly make an impact Whether you are looking for your next Financial Manager Commercial Finance Accountant or Senior Reporting opportunity lets partner to uncover roles that align w...

An established and growing organisation within the manufacturing and distribution sector is seeking a hands-on Financial Accountant to join their finance team. This is an exciting opportunity for a detail-oriented professional who thrives in a fast-paced environment and enjoys being involved in the...