Menu Close

Western Cape: Peregrine Administration Services Investor Services posted by The Hiring House

Advertisement



Job Description

Key Responsibilities
Advisor Servicing

– Ensure response to advisor queries within SLA
– Investigating and problem solving any queries/issues (end to end ownership to drive issues resolution, escalations where necessary, keeping advisors updated)
– Ensure all clients are FICA compliant and risk ratings are up to date
 
Administrator: Pre-execution checks
– Ensuring CDD, client risk assessment, and SOF information are in place before sending the instruction to the internal platforms for processing.
– Performing other critical pre-execution checks (as defined and documented in the checklists) – including;
– Ensuring that the instruction is properly authorised ie that the client or advisor has signed/authorised the instruction in line with the business rules/
– Ensuring that the correct mandate is in place ie the advisor is properly authorised.
– That the payment/withdrawal is going from/to the client or if from/to a third party that the CDD, risk assessments are in place and that the reason for this is understood.
– That for instructions for life products that beneficiaries have been set up, linked and screened and that any risks introduced by the beneficiary have been considered.
– FATCA and CRS checks – ensuring that the self-declarations have been provided, reviewing these in line with the information we have on record for the client and ensuring that the status is correctly recorded on the database.
– For certain trigger events e.g. a client emigration (change in address where the client has moved to another country), ensuring that the risk rating impact and FATCA/CRS impact has been properly handled
– Ensure functions are performed within the agreed SLA’s and turnaround times.
– Identify suspicious patterns of transactions and escalate for review.
– Collaborate with internal clients and address queries and escalations
– Document processes and procedures, look for and suggest opportunities to optimise processes /improve efficiencies
– Participate in any remediation projects, to resolve any issues identified by compliance/inspections/external reviews.

View Job  Limpopo: Lodge Manager (JB5793) posted by Kontak Recruitment

Qualifications & Experience
– Matric
– Relevant certificate/diploma/degree and/or a minimum of 2-3 years’ experience in a similar role.

Please call us on (***)***-****

NB: Should you not hear from us within 6 weeks, please consider your application unsuccessful. 

How to Apply

Click the green “Go Apply” button below to apply directly online with the employer.

About Finance/Accounting Management Jobs in Western Cape

In Western Cape, South Africa, the finance and accounting management field is generally thriving, with a strong demand for skilled professionals to drive business growth and optimise financial performance. The region’s diverse economy, which includes various sectors such as technology, manufacturing, and services, creates a wide range of opportunities for finance professionals. As a result, job seekers in this field can expect a competitive market with varying levels of complexity depending on the industry sector.

Typically, finance and accounting management positions in Western Cape offer broad salary ranges, often falling within the R400 000 to R700 000 per annum bracket, depending on factors such as experience, company size, and industry sector. For example, senior roles may command higher salaries, while entry-level positions may start at around R250 000. However, it is essential to note that these figures are general estimates, and actual salaries can vary significantly based on individual circumstances.

Common skills required for finance and accounting management roles in Western Cape include expertise in financial planning and analysis, budgeting and forecasting, financial reporting and compliance, leadership and management, communication and interpersonal skills, analytical and problem-solving abilities, and technical proficiency in accounting software such as SAP or Microsoft Dynamics. These skills are highly valued across various industries, including the financial services sector, technology industry, manufacturing sector, and more.

View Job  Johannesburg: Credit Controller

These roles are often found in industries that require strong financial planning and management, such as the technology industry, where companies like Google and Microsoft operate. The manufacturing sector also frequently employs finance professionals to oversee production costs and optimize supply chains. In addition, the services sector, which encompasses various industries, including healthcare and education, also requires skilled finance professionals.

Career development opportunities in finance and accounting management are diverse, with many professionals progressing to senior leadership roles or moving into specialised areas such as audit and assurance, risk management, or financial planning. With experience and further training, finance professionals can take on increasingly complex challenges and assume more senior responsibilities within their organisations.


This information provides general career guidance. Actual salaries and requirements vary by employer.



GO APPLY NOW

Safe & secure application process

Advertisement


Advertisement



Get Similar Job Alerts
Enter your WhatsApp number (e.g., +27740908132)
You'll receive alerts for new jobs in Western Cape, Western Cape


Job Seeker Tip

Learn the common software and tools used in your industry - stay current with technology.

How to Apply

Click “GO APPLY NOW” to visit the company’s application page.
Follow their instructions carefully.

JVR Jobs connects you with employers – we don’t process applications directly.

Latest Job Opportunities

Centurion: Financial Manager posted by Network Finance

Jobs in Centurion March 9, 2026
Accounting Network Finance Other Finance

Company and Job Description: As Financial Manager, you will play a pivotal leadership role in steering financial strategy, ensuring compliance,…

View Job

Johannesburg: Credit Facilitator posted by Hire Resolve

Jobs in Central Johannesburg March 9, 2026
Accounting Hire Resolve Other Finance

Job Title: Credit FacilitatorLocation: Johannesburg (Onsite)Contract Type: Permanent, Full-timeIndustry: Direct Selling / FMCG / RetailSalary: Market...

View Job

Western Cape: Group Financial Accountant posted by Persona Staff

Jobs in South Africa March 9, 2026
Accounting Other Finance Persona Staff

Key Responsibilities:Compile and review monthly management accounts from trial balance to financial statementsPresent financial reports and performance...

View Job

Johannesburg North: Financial Manager posted by Network Finance

Jobs in Central Johannesburg March 9, 2026
Accounting Network Finance Other Finance

Our client is a leading player in the mining industry, known for operational excellence, strong financial performance, and a commitment…

View Job

Johannesburg: M&A Associate posted by Hire Resolve

Jobs in Central Johannesburg March 9, 2026
Accounting Hire Resolve Other Finance

A leading Pan-African investment bank and asset manager is looking for an experienced M&A Associate with a strong background in…

View Job

Durban: Advanced Technical Assistant posted by Hire Resolve

Jobs in Durban March 9, 2026
Accounting Hire Resolve Other Finance

A well-established and reputable financial services organisation is seeking a highly skilled Advanced Technical Assistant to join its dynamic team.…

View Job

Browse Employers

View All

Job Alerts


Share this to someone who needs a job:
Posted in Jobs in South Africa, Jobs in Western Cape

More Jobs in Your Area