SUMMARY: Senior Legal Advisor | Claremont POSITION INFO: Legal advisor The company engages in a broad spectrum... of non-banking financial services. The group includes various financial services providers, a retirement fund administrator...
SUMMARY: Legal Advisor | Claremont POSITION INFO: Legal advisor The company includes various financial services... and a treasury outsource company. LOCATION Cape Town QUALIFICATION LLB; admitted as an attorney of the High Court...
team responsible for the financial controls across a LISP, Life Company, CIS Manco, and retirement funds. This permanent... resolve any differences. Escalate concerns or potential issues to the FinOps Team Leader. Perform AML reviews received...
comprehensive legal advice to various business units across the group Support the Compliance team with legal interpretation... and analysis Advise on new business ventures and assist with the legal implementation of initiatives Ensure legal compliance...
with the Office manager (discuss office operational matters and provide feedback on finance-related tasks) Monthly Payroll... and Ikamva) Track CPD hours of the Representatives Debtor management Leave monitoring & reporting FSCA Financial soundness...
Per Annum Join a dynamic Finance Operations team responsible for the financial controls across a LISP, Life Company, CIS Manco... reconciliations and help resolve any differences. Escalate concerns or potential issues to the FinOps Team Leader. Perform AML...
across the group Support the Compliance team with legal interpretation and analysis Advise on new business ventures and assist... with the legal implementation of initiatives Ensure legal compliance with relevant financial services legislation Stay...
Responsibilities: Conduct internal audits to assess the adequacy, effectiveness, and efficiency of established... internal controls and procedures in line with the Global Internal Audit Standards. Identify areas of risk within the...
and respected short-term insurance brokerage based in Claremont, Cape Town, is seeking the expertise of a seasoned Commercial Lines... to take ownership of a portfolio within a well-supported, tech-forward environment. The Ideal Candidate: The successful candidate...
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 encompasses a diverse range of entities, including various financial services providers, a retirement fund...
and outsourced platforms. Key Responsibilities: Client and Product Tax Oversight: Support the Operations and Tax teams...
onboarding documentation. b. Oversee the management and updating of client CRM profile. c. Liaise with external and internal... with clients directly on behalf of the Wealth Manager e. Manage the process of preparation of client review packs...
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...
A well-established short term Insurance brokerage based in Claremont, Cape Town, requires the services... years experience Proficient in the use of CIMS and Santam mainframe Be able to work with minimal supervision Attention...
Are you an experienced and strategic leader in the employee benefits space? Our client is looking for a Senior Employee... within our group. Provide leadership and strategic direction to the employee benefits division. Travel nationally to engage...
in a timely and professional manner. Help grow the business by following up on qualified leads and scheduling appointments... are complete and compliant. Manage and track all leads, ensuring timely follow-ups. Utilize and maintain the company's CRM...
. Responsibilities: Facilitate the end-to-end onboarding of new business partners, collecting and verifying necessary documentation... partners face-to-face to get all the required information. Communicate with external parties to expedite service provider...
for a self-starter who excels at providing top-tier service to private wealth clients and is driven by the achievement of targets... and maintain accurate records. Ensure all administrative and business processes are fully compliant with regulations from the FSCA...