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

February 13, 2026 Jobs in South Africa

The Hiring House

Western Cape

Finance/Accounting Management

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.

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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

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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.

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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.

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