Underwriting Assistant

About the position

Underwriter
Join a Dynamic Legal and Financial Services Team - Remote Start, Hybrid Foreshore Option
Financial services & legal sector | R25,000-R35,000/month | July/August Start

About Our Client
Our client is an innovative and rapidly growing company providing specialist financial products to clients navigating complex legal and probate matters. With a strong commitment to ethical funding and client care, the team prides itself on balancing commercial goals with genuine impact. The company fosters a collaborative, fast-paced environment where initiative, integrity, and adaptability are highly valued.

The Role: Underwriter
We are looking for a diligent and detail-oriented Underwriter to support a high-performing underwriting team. This pivotal role involves managing and coordinating funding applications, performing initial due diligence, and ensuring adherence to FCA-aligned compliance standards. Reporting to the Risk Director, the successful candidate will play a key role in helping borrowers access funding with clarity and care.

Key Responsibilities

• Manage the collation of funding applications and supporting documents for underwriting.
• Conduct initial due diligence on complex financial scenarios and client backgrounds.
• Compile schedules of assets and maintain up-to-date records.
• Liaise with solicitors and borrowers via email and phone to gather required documentation.
• Ensure compliance with FCA regulatory policies, including AML and data protection.
• Provide ongoing updates to senior stakeholders on multiple active loan cases.
• Keep external parties informed on the progress of their applications.
• Assist with the preparation and collation of executed loan documentation.

About You

• Minimum 2 years' experience in financial services, complex lending, or the legal sector.
• Strong case management and organizational skills with a proactive approach.
• Excellent written and verbal communication; confident engaging with senior stakeholders and legal professionals.
• High emotional intelligence and tact when dealing with vulnerable clients.
• Able to manage multiple cases under pressure in a dynamic environment.
• Analytical mindset with an interest in developing underwriting skills.
• Background in law or exposure to litigation/FCA regulation is a plus, not a must.
• Comfortable with change and capable of pivoting quickly in a fast-evolving setting.

Location & Working Hours

• Remote to start, with potential hybrid setup: 3 days in-office (Foreshore), 2 days remote
• Working hours: 9:00 AM - 6:30 PM SAST

If you're ready to contribute to a purpose-led team and grow your career in underwriting and legal finance, apply now.

Desired Skills:

• Underwriting
• Underwriting Support
• Collation
• Due Dilligence
• Compiling
• FCA
• AML
• Data Protection
• Complex Lending
• Case Management

Desired Work Experience:

• 2 to 5 years

Desired Qualification Level:

• Diploma