Funds and Trusts Jobs in South Africa

An established and fast-growing business within the financial services sector is seeking a commercially astute Financial Planner & Analyst to join their dynamic finance team.This is an exciting opportunity for a data-driven finance professional who thrives in a performance-focused environment and wa...

Are you a hands-on finance professional who thrives in operational environments and enjoys partnering with the business to make the numbers make senseAn exciting opportunity exists for an Operational Financial Manager to take ownership of the full financial operations. This role is ideal for someone...

A leading financial services group is seeking an experienced Wealth Manager Administrator to take full ownership of the administration coordination and compliance of a fast-growing wealth and investment book.This role is suited to a highly organised and detail-driven professional with strong regulat...

Financial Advisor Commercial Insurance (Sales) Key Responsibilities:Identify and target potential commercial clients through prospecting networking and referralsAssess client needs and offer suitable commercial insurance and financial solutionsPrepare and present proposals quotes and product options...

DescriptionGroup & Holding Company Finance OperationsRetain direct responsibility for the day-to-day financial management of Ignition Telecoms Investments (the Group holding company).Ensure accurate accounting reporting compliance and financial control at holding company level.Act as the primary esc...

A well-established organisation within the technology and services sector is seeking a detail-oriented Administrator (Finance) to support its finance and administrative operations. This role is ideal for a candidate with strong numerical skills excellent organisation and a solid understanding of fin...

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...

Job Classification RequisitionMelissa CloeteBusiness Unit - Nedbank Private and Wealth: High Net WorthLocation - Nedbank Clocktower Campus V&A Waterfront Cape TownPreference will be given to Applicants from Underrepresented GroupsJob Family Investment BankingCareer Stream AdvisoryLeadership Pipeline...

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...

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...