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Results for offshore no experience jobs in "offshore no experience jobs" in Jobs in South Africa in South Africa
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Our client, a respected and independently owned wealth advisory firm, specialises in providing tailored financial planning and offshore investment solutions to individuals and families. The organisation offers a broad range of services, including investment planning, retirement planning, estate planning, offshore investments, trusts, and forex solutions.Based in Johannesburg, the firm is known for its personalised client service and commitment to guiding clients through the complexities of global finance and financial regulation.The successful Paraplanner will work closely with Wealth Managers, supporting the financial planning process through detailed research, financial analysis, and preparation of investment and planning reports. This role is ideal for someone who enjoys working with financial data, drafting financial plans, and ensuring the highest level of accuracy and compliance.You will gain valuable exposure to wealth management, offshore financial structures, and high-net-worth client advisory services while working in a collaborative and professional environment.Key Responsibilities:Assist Wealth Managers with the preparation and implementation of financial plans.Conduct financial and investment research to support client strategies.Analyse financial information and prepare investment reports.Draft financial planning documentation and client proposals.Ensure that all planning processes meet regulatory and compliance requirements.Maintain accurate records and assist with client service delivery.Job Experience and Skills Required:Bachelors degree in Finance, Economics, or a related field.Relevant professional certifications such as CFP® advantageous.Previous experience within financial planning, wealth management, or investments advantageous.Strong analytical and financial planning capabilities.Investment research and data analysis skills.Strong report writing and documentation ability.Excellent attention to detail and organisational skills.Ability to work both independently and collaboratively within a team.If you have not had any response in two weeks, please consider the vacancy application unsuccessful. Your profile will be kept on our database for any other suitable roles / positions.For more information, contact: Ulrike GroenewaldRecruiting ConsultantConnect with me on LinkedIn!
https://www.jobplacements.com/Jobs/P/Paraplanner-1268980-Job-Search-03-05-2026-00-00-00-AM.asp?sid=gumtree
1d
Job Placements
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Join a leading investment management organisation known for its disciplined processes, client‑centric approach, and strong operational excellence. This role sits within a high‑performing Post‑Trade Operations team that ensures accurate and timely processing of all local and offshore trading activity.Why join this team?Be part of a specialist operations environment supporting institutional investment clientsWork across multiple asset classes, including equities, fixed income, money market, offshore instruments and derivativesContribute to operational accuracy, quality, and the continuous improvement of critical processesEngage with a wide range of internal and external stakeholders across the investment value chainWhat you will be doing:Confirm and settle all local and offshore trades within required timelinesEnsure brokers and custodians receive all necessary trade informationFollow up on discrepancies or queries with brokers and custodiansUse custodian and broker portals to monitor and instruct trades and FX paymentsComplete regulatory reporting (e.g., SARB QAAR, B31, B16)Prepare daily, weekly and quarterly operational reporting (e.g., BOP forms, holdings and unit reconciliations, board pack addendums)Handle internal and external operational queriesSupport long‑term operational objectives and ensure alignment with the operating modelCoordinate and support project and initiative workOversee elements of project implementation, testing and operational readinessReview and improve processes; identify inefficiencies and drive optimisationWhat we are looking for: Qualifications & ExperienceMinimum of a BComm degree or similarMinimum 3 years experience in a similar role in the fund operations space Core CompetenciesHigh attention to detail and accuracyStrong analytical and problem‑solving skillsProactive, resilient and able to work under pressureStrong interpersonal and communication skillsAbility to multitask, prioritise and work methodicallyTeam‑oriented mindsetGood understanding of institutional investment processes Knowledge of systems such as Charles River, FPM, Invest+ would be beneficialStakeholder ManagementLiaise with trading teams, brokers, custodians, transfer agents, compliance, portfolio administrators, corporate actions, regulators and third‑party providersBenefits & unique aspects: Exposure to multi‑asset, multi‑market post‑trade environmentsOpportunities to participate in operational change initiativesWork in a strong brand, and a
https://www.jobplacements.com/Jobs/P/Post-Trade-Operations-Specialist-1268161-Job-Search-3-4-2026-1-30-51-AM.asp?sid=gumtree
3d
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Key ResponsibilitiesUpdating of various spreadsheets using eCube to ensure that the mastersheet and standing instruction payments are currentEnsure that all withdrawals are actioned by the stockbrokers cut-off times and all deposits are distributed to the correct client accountsOpening of new accounts may vary between 3-5 working days, depending on the StockbrokerClosing of accounts should be completed by the months endMonitoring of client cash balances100% CGT calculations & execution of tradesService callsAdministrative reportingPortfolio system and data managementRequirementsBCom degree with honours or looking to complete honours0-3 years experience in investment administrationExperience in dealing with share portfolios (both domestic and offshore) and liaising with stockbrokersPreferential would be experience within a family office or wealth management environmentMicrosoft Suite (Excel, Word, Outlook)Advantageous: eCube, xPlan, Opus (DMA)Thank you for your interest. If you do apply for this opportunity, but do not hear from us within two weeks, please assume that your application has not been successful on this occasion.
https://www.jobplacements.com/Jobs/P/Portfolio-Administrator-1267600-Job-Search-03-02-2026-10-22-05-AM.asp?sid=gumtree
4d
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Duties & ResponsibilitiesThe successful candidate will need to:Work as part of a professional team in our office in NewlandsMeet with prospective clients (virtually via Zoom/Teams or in person at our offices)Follow an established onboarding process to bring on new clientsAdvise existing and prospective clients on their investment portfoliosAdvise clients on offshore investingAssist clients with tax planning, estate planning and willsPrepare and conduct investment reviews for clientsContinuously learn about markets, tax regulations and different investment vehiclesHandle client queriesKeep records of new and existing clientsMonitor FICA complianceCompetencies RequiredMinimum 3 years working experience as a financial plannerBe fluent (speech and writing) in English and AfrikaansRelevant degree (Bcom/BusSci/Hons preferable)Must have passed the RE5 regulatory examApplicants with the Certified Financial Planner CFP® qualification (or studying towards the qualification) will be preferredProficiency in MS Office including Word, Excel and PowerpointExcellent written and verbal communication skillsHave the ability to manage time effectivelyHave an aptitude for continued learningPackage & RemunerationBasic salary per month depending on experience, plus commission and bonus incentives. The successful applicant will have the opportunity of a clear career path with significant remuneration growth prospects.
https://www.jobplacements.com/Jobs/F/Financial-Planner--Cape-Town-1196027-Job-Search-6-20-2025-4-37-43-AM.asp?sid=gumtree
8mo
Job Placements
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