Duties and Responsibilities:

  • Attend client meetings, willing to present to clients covering various financial market indicators and market performance indicators
  • Report writing on various industry related topics
  • Due diligence investigations and report writing
  • Presentation of research findings
  • Preparation of monthly performance reports and fund fact sheets
  • Systems driven input, data capturing and output generation and interpretation
  • Ad hoc administration work


  • Minimum Bachelor of Commerce degree or similar

Skills/Competencies and experience:

  • Excellent communication skills
  • Client facing – confidence and comfortable in front of clients
  • Good report writing skills
  • Detail orientated
  • Good with numbers
  • Out of the box and logical thinking
  • Preference will be given to candidates with the following FAIS licence service categories:
    • Long Term Insurance: Category B1, C, B2, B2-A, B1-A
    • Retail Pension Fund Benefits
    • Pension Fund Benefits
    • Securities and Instruments – Shares; Money Markets; Debentures and Securities Debt; Warrants, Certificates and other instruments; Bonds; Derivatives
    • Participatory interests in Collective Investment Scheme
    • Structured Deposits
    • Participatory interest in Hedge Fund
  • System knowledge: Windows and Advanced Microsoft Office skills (Word, Excel, PowerPoint)
  • Coding / Programming not required, but may be an advantage
  • 1 – 5 years’ experience


Willing to travel between Johannesburg and Cape Town (1-2 days monthly)