Financial Services Underwriter Trainee

2 days ago


Cape Town, Western Cape, South Africa The Legends Agency Full time

**About Us**

">

The Legends Agency is a leading fintech company that provides lending services to small and medium-sized businesses in the UK.

We are seeking a highly skilled and motivated Financial Services Underwriter Trainee to join our team.

**Salary & Benefits**

The successful candidate will be offered a competitive salary of R24,000 per month, with opportunities for growth and development within the company.

In addition to a generous salary, we offer a comprehensive benefits package, including health insurance, retirement savings plan, and paid time off.

**Job Description**

As a Financial Services Underwriter Trainee, you will be responsible for assisting the underwriting team in preparing deals for underwriting and conducting preliminary reviews of potential clients.

You will work closely with the team to ensure accurate records and documentation, as well as provide support in maintaining smooth deal progression.

**Key Responsibilities:**

  • Assist the underwriting team in preparing deals for underwriting
  • Conduct preliminary reviews of potential clients, including company research and reviewing credit reports
  • Support the UW team in maintaining accurate records and documentation
  • Collaborate with team members to ensure smooth deal progression

**Requirements**

To be considered for this role, you must have a degree in Accounting or Finance, with 2-3 years of experience or recent graduate with internship experience.

You should also possess strong academic background, excellent research and analytical skills, ability to work well within a team, attention to detail, and accuracy in reviewing financial data.

**What We Offer**

We offer a dynamic and supportive work environment, with opportunities for growth and development within the company.

We believe in investing in our employees' skills and knowledge, and provide ongoing training and support to help you achieve your career goals.



  • Cape Town, Western Cape, South Africa The Legends Agency Full time

    About The Legends AgencyThe Legends Agency is a fast-growing fintech company that provides lending services to small and medium-sized businesses in the UK. We are currently seeking a junior underwriter to assist our underwriting team in preparing deals for underwriting and conducting preliminary reviews.Key Responsibilities:Assist the underwriting team in...


  • Cape Town, Western Cape, South Africa The Legends Agency Full time

    SAICA/ACCA Trainee Accountant Job OpportunityWe are seeking a dedicated and ambitious trainee accountant to join our firm in Cape Town as a SAICA/ACCA Trainee Accountant. This is an excellent opportunity for aspiring accountants to gain valuable experience in accounting, audit, and financial management while working towards CA(SA) or ACCA qualification.Key...


  • Cape Town, Western Cape, South Africa Sagen Advisory Full time

    At Sagen Advisory, we are seeking a highly motivated and detail-oriented Trainee Accountant to join our team in Bellville. As a Trainee Accountant, you will have the opportunity to gain valuable experience in auditing, accounting, taxation, and secretarial services.The successful candidate will be responsible for performing accounting work, producing client...


  • Cape Town, Western Cape, South Africa Sagen Advisory Full time

    Sagen Advisory Recruitment Company is seeking a talented CIMA Trainee Accountant to join their team in finance. This exciting opportunity involves working with a reputable firm in Bellville, Cape Town, with offices in the Northern Suburbs, Winelands, Swartland, and Tshwane.Key Responsibilities:Client Reporting: Producing timely and accurate reports for...

  • SAICA Trainee

    1 month ago


    Cape Town, Western Cape, South Africa PRR Recruitment Services Full time

    SAICA Trainee VacancyWe are seeking a highly motivated and detail-oriented SAICA trainee to join our team at PRR Recruitment Services.Key Requirements:BCom degreeValid driver's licenseOwn transportationHow to Apply:Please submit your CV and transcripts to our recruitment team for review and consideration.


  • Cape Town, Western Cape, South Africa Insure Connect Services Full time

    About the RoleInsure Connect Services is seeking a highly skilled Commercial Underwriting Specialist to deliver exceptional commercial lines underwriting services to our clients in the UK market.This is a crucial role that requires a deep understanding of the insurance industry, excellent communication skills, and the ability to work collaboratively with...


  • Cape Town, Western Cape, South Africa Insure Connect Services Full time

    As a Commercial Underwriter with Insure Connect Services, you will play a pivotal role in delivering exceptional commercial lines underwriting services to our stakeholders.Your responsibilities will include:Financial Performance:Minimizing cancellations through proactive measures.Achieving and surpassing retention targets.Contributing to reducing general...


  • Cape Town, Western Cape, South Africa Accounting and Financial Advisory Ltd Full time

    Accounting and Financial Advisory Ltd - Job OpportunityWe are seeking a highly motivated and detail-oriented individual to join our finance team as a Financial Advisory Trainee with Accounting Expertise. This role offers an excellent opportunity for growth and development in the field of accounting and finance.Company OverviewAt Accounting and Financial...


  • Cape Town, Western Cape, South Africa Insure Connect Services Full time

    Key ResponsibilitiesAs a Commercial Underwriter, you will be responsible for delivering exceptional commercial lines underwriting services to our stakeholders. Your role is vital in retaining existing clients and securing new business, all while supporting the business strategy and maintaining high standards.Financial PerformanceMinimize cancellations and...


  • Cape Town, Western Cape, South Africa IGrow Wealth Investments Full time

    Financial Analyst Trainee OpportunityIGrow Wealth Investments, a leading property investment company in South Africa, is seeking a Financial Analyst Trainee to join their team in Cape Town.To be successful in this role, you will need:A completed BCom in Management Accounting or Financial ManagementExcellent written and verbal communication skillsWorking...

  • Finance Trainee

    1 month ago


    Cape Town, Western Cape, South Africa Sagen Advisory Full time

    Finance Trainee OpportunityJoin Sagen Advisory as a Finance Trainee and embark on a rewarding career in finance. As a trainee, you will gain hands-on experience in accounting, auditing, and taxation, working closely with our experienced team.Key Responsibilities:Perform financial analysis and prepare financial reports.Assist in auditing and taxation...


  • Cape Town, Western Cape, South Africa The Legends Agency Full time

    Job Title: Junior Underwriting AssistantReports to: Head of Underwriting & Senior Underwriting ManagerSalary: R20k to R30k per monthLocation: HybridAbout The Legends AgencyOur company is a leading agency in the fintech industry, providing lending services to small and medium-sized businesses.Role OverviewWe are seeking a Junior Underwriting Assistant to join...


  • Cape Town, Western Cape, South Africa The Legends Agency Full time

    **About The Legends Agency**We are a leading provider of financial services, dedicated to helping businesses grow and succeed.**Job Overview**We are seeking a highly skilled and detail-oriented individual to join our Underwriting team as a Junior Underwriting Assistant. The successful candidate will be responsible for preparing deals for underwriting and...


  • Cape Town, Western Cape, South Africa Insure Connect Services Full time

    Insure Connect ServicesWe are seeking a highly skilled and motivated Senior Commercial Underwriter Specialist to join our dynamic team in Cape Town.Key Responsibilities:Financial PerformanceAchieve and surpass retention targets by taking proactive measures to minimize cancellations.Contribute to reducing general expenses while maintaining high standards of...


  • Cape Town, Western Cape, South Africa Lula Full time

    About the RoleWe are seeking a highly skilled Underwriting Specialist to join our team at Lula. As an Underwriting Specialist, you will play a critical role in evaluating and verifying customer information to ensure compliance with regulatory requirements and mitigate risk.Key ResponsibilitiesProvide exceptional customer service and support to our banking...


  • Cape Town, Western Cape, South Africa The Legends Agency Full time

    Job Title: Junior Underwriting AssistantAt The Legends Agency, we are seeking a highly motivated and detail-oriented Junior Underwriting Assistant to join our Underwriting team.About the RoleThis is an exciting opportunity for a recent graduate or someone with up to 2-3 years of experience in accounting or finance to develop their skills and knowledge in...


  • Cape Town, Western Cape, South Africa TFG Financial Services Full time

    Job Title: Financial Operations ManagerTFG Financial Services is seeking an experienced and skilled Financial Operations Manager to lead our team in the Financial Services Call Centre.About TFG Financial ServicesWe are a leading financial services provider, committed to delivering exceptional customer experiences through innovative solutions and exceptional...


  • Cape Town, Western Cape, South Africa Sagen Advisory Full time

    SAIPA Training Contract OpportunityAn esteemed accounting firm in the Northern Suburbs is currently seeking SAIPA trainee accountants for their 2024 intake.The successful candidate will be part of a dynamic team providing reliable and professional auditing, accounting, taxation, secretarial, and related administration services to various clients throughout...


  • Cape Town, Western Cape, South Africa Gap Consulting Full time

    Job Title: Financial Analyst Trainee - Accounting ExpertiseAbout the Role:We are seeking a skilled and ambitious trainee to join our team at Gap Consulting. As a financial analyst, you will be responsible for assisting in the preparation of financial statements, analyzing data, and identifying trends.Responsibilities:- Assist in preparing financial...


  • Cape Town, Western Cape, South Africa The Legends Agency Full time

    A dynamic and ambitious individual is sought to fill the role of Financial Auditor Trainee at The Legends Agency in Durbanville, Cape Town. This exceptional opportunity allows aspiring accountants to develop valuable skills in accounting, audit, and financial management while working towards obtaining their CA(SA) or ACCA qualification.Key...