Funding Operations Specialist

2 months ago


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

Job Title: Underwriting Assistant

Reports to: Risk Director

Salary: R30k - R40k/month (Suitability dependent)

Location: Hybrid, Cape Town

About Us:

The Legends Agency is a company that partners with a fast-growing fintech lending company based in the UK.

The company specializes in legal cases and is looking for an Underwriting Assistant to join their team.

Minimum Requirements:

  • University Graduate (Degree related to Law, Finance, Business or Accounting)
  • Minimum of 2 years in complex lending, financial services or legal sector
  • Excellent written and verbal communication skills
  • Ability to manage a large number of cases

Key Responsibilities:

  • Managing the collation of applications for funding and compiling supporting documentation for review by the underwriting team
  • Undertaking initial due diligence on complex financial matters and prospective borrowers
  • Compiling schedules of assets
  • Communicating with solicitors and prospective borrowers
  • Ensuring the company's compliance policies are adhered to in line with FCA regulations
  • Updating senior members of the team on the status of applications
  • Preparing loan documentation
  • Collating executed documentation


  • Cape Town, Western Cape, South Africa TMF Group Full time

    Job Title: Fund Accountant SpecialistSalary: R850,000 - R1,050,000 per annumJob Description:We are seeking a highly skilled Fund Accountant Specialist to join our team at TMF Group in Cape Town. As a Fund Accountant Specialist, you will play a key role in ensuring the accurate preparation and reporting of financial statements for our alternative fund...


  • Cape Town, Western Cape, South Africa Old Mutual Full time

    Company OverviewOld Mutual is a leading financial services provider with a strong presence in the region. We are committed to delivering exceptional customer service and building long-term relationships with our clients.Job DescriptionWe are seeking an experienced Fund and Investment Operations Director to join our team. The successful candidate will be...


  • Cape Town, Western Cape, South Africa The Recruitment Council Full time

    About the RoleThe Recruitment Council is seeking a highly skilled Pension Fund Specialist to join our team. In this role, you will be responsible for managing and maintaining our pension fund assets.SalaryWe offer a competitive salary of $130,000 per annum, based on industry standards and your level of experience. This includes a base salary and...


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

    Set Consulting is offering a challenging opportunity for a Conservation Funding Specialist to join our team in Cape Town or Johannesburg. The estimated salary for this role is R1,100,000 - R1,400,000 per annum.In this role, you will be responsible for securing funding and strategic partnerships to advance our conservation efforts in South Africa and the...


  • Cape Town, Western Cape, South Africa The Recruitment Council Full time

    Fund Administration Specialist Job OverviewThis position presents an exciting opportunity to join a vibrant work environment where the individual can build meaningful relationships and address diverse needs. The role allows for professional growth and the chance to enhance the client experience significantly.Responsibilities:Act as the main point of contact...


  • Cape Town, Western Cape, South Africa HR Genie Full time

    Job OverviewFund Operations Manager: A Critical Role in Investment ManagementWe are seeking an experienced Fund Operations Manager to join our dynamic team in Cape Town. The successful candidate will be responsible for ensuring the smooth operation of our investment portfolio.Key Responsibilities:Oversight and monitoring of daily, monthly and quarterly team...


  • Cape Town, Western Cape, South Africa The Recruitment Council Full time

    About This RoleThis is an exceptional opportunity for a technical operations specialist to leverage their experience in hedge funds, providing critical oversight to our Fund Accounting teams and ensuring efficient client delivery. The role offers significant exposure and challenges in a dynamic and growing field.As Operational Technical Support Manager:...


  • Cape Town, Western Cape, South Africa The Recruitment Council Full time

    The Recruitment Council is seeking a skilled Retail Fund Sales Specialist to join our team. As a key player in our sales team, you will be responsible for promoting our funds to retail markets in the Western Cape. Your primary focus will be on establishing and maintaining relationships with IFAs, DFMs, multi-managers, and LISP consultants.About the...


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

    Job OverviewWe are seeking a highly skilled and experienced Senior Private Funds Specialist to join our team at Symbiotics. This is an exciting opportunity for a seasoned professional to contribute to the growth and development of our business, while making a positive impact on emerging and frontier countries.


  • Cape Town, Western Cape, South Africa Palesa Mbali Group Full time

    Job Summary:The Palesa Mbali Group is seeking a skilled Senior Umbrella Fund Operations Specialist to join our team.This role involves ensuring the timely processing of incoming instructions, maintaining accurate records, and building strong relationships with stakeholders.We are looking for an individual who is detail-oriented, organized, and able to work...


  • Cape Town, Western Cape, South Africa HR Genie Full time

    Job Summary:We are seeking a highly skilled Fund Operations Team Lead to join our dynamic CRM Team at HR Genie. As a key member of our team, you will be responsible for ensuring the accurate and timely administration of funds.Key Responsibilities:Oversight and monitoring of daily, monthly, and quarterly team deliverables and client queries and...


  • Cape Town, Western Cape, South Africa Agrimark Operations Limited Full time

    A comprehensive role is available for an experienced Workshop and Mechanisation Manager at Agrimark Operations Limited, a leading agricultural retail company with a presence in South Africa and Namibia.Reporting to the Operations Manager Mechanisation, the successful candidate will be responsible for planning and optimising workshop operations to achieve...


  • Cape Town, Western Cape, South Africa The Recruitment Council Full time

    Job OverviewThe Recruitment Council seeks an experienced Hedge Fund Operations Lead: Technical Excellence to manage technical operations within the Fund Accounting teams, with a specific emphasis on Hedge Funds.


  • Cape Town, Western Cape, South Africa JenRec Recruitment Full time

    JenRec Recruitment is seeking a motivated and results-driven Business Funding Administrator to join our team. As a key player in our operations team, you will be responsible for ensuring the smooth running of our client interactions and administrative tasks.The successful candidate will have a minimum of 3+ years of experience in an administrative role and...


  • Cape Town, Western Cape, South Africa Old Mutual Full time

    Company OverviewOld Mutual is a leading provider of investment solutions to Discretionary Fund Managers.Job DescriptionWe are seeking an experienced DFM Operations Specialist to join our team. The successful candidate will be responsible for managing institutional client accounts, implementing transactions requested by clients, and providing support to...


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

    Overview:CF Consulting is seeking an experienced Financial Operations Specialist to join our team. This role plays a critical part in the daily operations of our clients' funds.Salary:The estimated annual salary for this position is $80,000 - $110,000, depending on experience and qualifications.About the Job:This is an exciting opportunity for a highly...


  • Cape Town, Western Cape, South Africa Robert Walters Full time

    Job OverviewWe are seeking a highly skilled and experienced Fund Accountant to join our team at Robert Walters. As a key member of our accounting department, you will be responsible for ensuring the accuracy and timeliness of financial statement packages.About the Role:Manage the preparation and review of quarterly and annual financial statement packages,...


  • Cape Town, Western Cape, South Africa SET Recruitment Consultants Full time

    **Operations Role in Fund Management**R300k - R350k per annum, a competitive salary for the Cape Town area.We are seeking an experienced Financial Services Operations Specialist to join our team. The role requires a deep understanding of financial markets and instruments, contributing to robust operating procedures to create an efficient operations team.Key...


  • Cape Town, Western Cape, South Africa TMF Group Full time

    Job OverviewWe are seeking an experienced Fund Administration Specialist to join our team as a Client Service Expert. This role will focus on providing high-quality support and assistance to Administrators and Trainee Administrators, while also performing complex technical work on fund administration.About the RoleThis is a senior-level position that...


  • Cape Town, Western Cape, South Africa The Recruitment Council Full time

    The Recruitment Council is a rapidly growing business focused on scaling up and improving efficiencies. We are seeking an experienced Implementation Specialist to support our operational environment by managing new client onboarding, handling transition processes, and working on process improvements.Job Description:We are looking for a highly organized and...