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The Talent Experts

Client Accountant (Wealth Management)

The Talent Experts

  • R Undisclosed
  • Permanent Intermediate position
  • Cape Town CBD
  • Posted 25 Apr 2024 by The Talent Experts
  • Expires in 21 days
  • Job 2564613 - Ref CDP
Apply Now

About the position

Have you completed your articles and keen to grow within financial services?

Is this you?
You've completed you're SAIPA/ SAICA articles and you've gained experience in financial services or audited financial services. You're adept at managing deadlines and you want to elevate your career within the world of investments while still applying your accounting background.

What you'll be doing (and why you'll enjoy it)
In this role, you'll be responsible for maintaining accounting records and producing accurate financial statements for offshore and local trusts and companies. You'll collaborate closely with team members in both Cape Town and Johannesburg, as well as with clients and external business contacts. From identifying payment requirements to providing support for investment reporting and client meetings, your role will be varied and rewarding.

Where you'll be doing it
You'll be joining a prestigious financial services firm with an international presence, specializing in wealth and investment management. With a commitment to excellence and a culture of collaboration, they provide unparalleled opportunities for professional growth and development. You'll be based in professional offices in Cape Town CBD.

What you'll need
To be successful in this role, you need to have a completed degree in Accounting with either SAIPA or SAICA articles completed. Experience in financial services is essential and exposure to trust structures, is highly advantageous. Strong technical skills in Caseware, Xero, and Microsoft Office are ideal.

What you'll get
You'll get a market-related salary as well as an opportunity to join a well-established wealth manager who can offer exposure within the industry by working with the world's leading families and wealth creators. Additionally, you will also get the opportunity to work in the comfort of your home two days per week.

How to apply

For a confidential discussion please contact Claudette on [Phone Number Removed]; or send your CV to [Email Address Removed]

We appreciate that your CV might not be fully up to date. No problem just send us what you have.

We do respond to everyone! Just give us a few days to work through your application.

Desired Skills:

  • Deadline driven
  • Technical Skills

Desired Work Experience:

  • 2 to 5 years

Desired Qualification Level:

  • Degree

Apply Now

The Talent Experts

About the agency

With more than 60 years’ combined experience in the recruitment industry, The Talent Experts is a specialist permanent recruitment consultancy working across industry; with a focus on finding elusive, scarce-skill business talent in complex and niche sectors. We aim to create quality relationships between ourselves, our clients, and ultimately between long-term employee and employer partners. In doing so our goal is to help people achieve their ambitions, help businesses flourish, and improve the world we live in through positive and passionate connections. Your success is our business. We will always ensure our service to you is at the highest standard.

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