Latest Jobs at The Recruitment Council

• Are you a data wizard who loves transforming complex data into actionable, game-changing business insights? Our client is looking for an experienced Senior Power BI Developer to design, build, and optimize top-tier business intelligence solutions and help drive their analytics strategy forward.

Key Responsibilities:

• Develop & Maintain BI Solutions: Design and develop advanced Power BI dashboards and reporting tailored to complex business needs.
• Drive Strategy & Best Practices: Implement leading-practice standards, align with the overall analytics strategy, and contribute to BI roadmap planning.
• Manage Data Governance: Apply Power BI security frameworks, manage shared datasets, and promote the reuse of core models to prevent unmanaged report sprawl.
• Data Modeling: Build and implement robust, scalable data models.
• Optimize Performance: Fine-tune Power BI performance using DAX Studio, Performance Analyzer, Power Query, and M language.
• Collaborate with Stakeholders: Work directly with business leaders to gather requirements and convert them into clear technical specifications.
• Provide Mentorship: Offer technical leadership, mentor junior team members, and set standards for BI development and deployment.
• Stay Ahead of Trends: Keep up with the latest Power BI features and industry developments to continuously elevate solution quality.

Requirements & Qualifications:

• Experience: Minimum of 5 years of hands-on experience in Power BI development.
• Technical Proficiency: Advanced expertise in Power BI, Power Apps, DAX, Power Query, SQL databases, and core data modeling principles.
• Education: A degree in Computer Science, Information Systems, Data Analytics, or a related field. (Power BI certifications, such as Microsoft Certified: Data Analyst Associate, are a big plus!)
• Analytical & Communication Skills: Strong problem-solving abilities with a proven knack for translating complex data insights for non-technical stakeholders.
• Soft Skills: High attention to detail, strong adaptability to fast-paced environments, excellent cross-functional collaboration, and a dedication to continuous learning.

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• Our client is seeking an experienced, dynamic, and strategic Fiduciary Partner to join their team. In this role, you will implement and administer estate planning solutions for high-net-worth clients, provide expert guidance on local and offshore trust structures, act as a professional representative trustee, and assist with deceased estate reporting.
• If you excel at client relationship management, complex legal/fiduciary drafting, and risk-managed advice, this is an exceptional career opportunity.

Key Responsibilities:

• Protect institutional integrity by delivering consistent, professional client service and building long-lasting relationships.
• Partner with Wealth Advisors on business development initiatives, proposals, and client onboarding.
• Provide expert advice on fiduciary, tax, estate planning, and local/offshore structuring matters.
• Schedule and conduct professional client consultations and annual trustee meetings.
• Accurately draft fiduciary documentation, including Wills, trust deeds, reports, resolutions, agreements, and estate reporting documents.
• Perform estate duty and relevant fiduciary calculations.
• Oversee trust administration and ensure full compliance with governing legislation, local regulations (Master of the High Court, SARS, FICA, FAIS, POPIA, FATCA, exchange control), and corporate governance.
• Liaise with deceased estate teams, heirs, and advisors on progress and administration.
• Identify cross-selling and business growth opportunities while ensuring practice commerciality.
• Mentor and guide junior team members on technical and operational best practices.
• Collaborate with internal forums to assess advice risk, contribute to house views, and present solutions.
• Write articles, present updates, and stay ahead of market trends and legislative changes.

Requirements:

• Education: BA/BComm LLB or equivalent legal qualification.
• Advantageous: Formal tax qualification, CFP designation, or deep knowledge of trust and estate taxes.
• Experience: Preferably an admitted attorney with 10+ years of post-articles experience in the fiduciary industry.
• Systems: Proficient in Microsoft Office packages with a strong capability to adopt technical software platforms.
• Languages: Bi-lingual skills (English and Afrikaans) preferred.
• Technical Expertise: Comprehensive knowledge of estate planning, trust administration, deceased estates, and local/international fiduciary compliance.
• Communication & Negotiation: Exceptional written/verbal skills with strong drafting ability and diplomatic relationship management.
• Work Ethic & Mindset: Highly self-motivated, proactive, detail-oriented, and capable of prioritizing under pressure.
• Integrity: High standards of ethics, confidentiality, and personal accountability.

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• Are you a dynamic project manager with a passion for driving seamless digital customer experiences? I am partnering with a top-tier CLIENT to find a highly driven and detail-oriented Digital Sales Manager to join their digital division.
• In this pivotal role, you will oversee the planning, execution, and delivery of exciting projects across digital sales channels, bringing all relevant stakeholders together to hit delivery deadlines and elevate the customer journey.

Key Responsibilities:

• Project Management: Lead the entire lifecycle of digital projects, from ideation and requirements gathering to go-live and performance monitoring.
• Planning & Scoping: Define project scope, goals, deliverables, and success criteria collaboratively with stakeholders. Develop detailed plans covering timelines, milestones, budgets, and resource allocations.
• Risk Management: Identify risks, dependencies, and bottlenecks, ensuring robust mitigation plans are in place.
• Channel Execution: Ensure all initiatives adhere to platform best practices, brand guidelines, and CX principles.
• Stakeholder Collaboration: Act as the central point of contact for digital initiatives, facilitating communication between business units, marketing, IT, and external providers. Run regular sprint reviews and workshops to ensure alignment.
• Performance Tracking: Monitor KPIs related to project outcomes and deliver post-implementation reviews to drive continuous improvement based on performance data and customer feedback.

Requirements:

• A Bachelor's degree or higher.
• Proven experience managing projects throughout the entire project lifecycle.
• A strong track record of managing senior stakeholders, diverse internal teams, and 3rd party suppliers/partners.
• Solid exposure to Project Management.
• Mandatory: Background in an insurer or financial services company.
• Goal-driven, task-driven, adaptable, and result-oriented mindset.
• Strong analytical, strategic thinking, and innovative skills.
• Effective time management and strong commercial acumen.
• Leadership and influencing abilities with excellent written and oral communication skills.

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• Are you a meticulous, self-motivated administrative professional with deep roots in the financial planning industry? Our client is looking for an experienced Administrative Assistant to support their team of financial advisers and deliver world-class service to a dedicated portfolio of clients.

Key Responsibilities:

• Client Portfolio & Liaison: Take full ownership of a set client portfolio, acting as the primary support contact and managing advisers' diaries.
• Business Processing: Handle end-to-end processing of new business, investments, risk products, medical aids, and client requests.
• Client Reviews & Renewals: Coordinate and process fee renewals, annual client reviews, and income revisions.
• Estates & Trusts Support: Assist with deceased estate administration and trust administration (drawing up resolutions, taking minutes, filing).
• CRM & Data Discipline: Maintain meticulous, up-to-date client records in the CRM to ensure seamless team collaboration.
• Compliance & Cyber Security: Adhere strictly to industry legislation (FICA, FAIS, POPIA, TCF) and enforce clean-desk, data privacy, and secure payment practices.

Requirements:

• Language: Fluent Afrikaans (read, write, speak) is mandatory, along with professional proficiency in English.
• Experience: 5+ years of administrative experience within the South African financial services/insurance / investment industry.
• CRM Systems: Extensive experience with at least one of the following: @Work, Workpool, Elite Wealth, or XPlan.
• Investment Platforms: Deep experience with at least two of the following: NinetyOne, Allan Gray, or Glacier.
• Life Insurance Platforms: Deep experience with at least two of the following: Discovery, Momentum, or Sanlam.
• Education: Matric (Grade 12) required. (Industry qualifications like a Certificate in Financial Planning or passed RE exams are a major advantage).
• Tech-Savvy: Proficient in MS Office (Outlook, Excel, Word) and comfortable using modern productivity tools (e.g., MS 365 Copilot/AI).
• Personal Attributes: Strong self-management, results-driven, detail-oriented, and client-centric.
• Logistics: Valid driver’s license and own reliable transport.

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• Our client is seeking a detail-oriented and analytical System Operational Analyst to join their platform operations team. In this role, you will act as a vital support arm across our client’s investment platforms, ensuring data integrity, managing batch processing, and optimizing day-to-day operational workflows.

Key Responsibilities:

• Batch Processing & System Monitoring: Oversee daily batch runs to ensure platform availability, resolve process exceptions, and set up evening batch data.
• Financial & Transactional Operations: Process client incomes, debit orders, fee accruals, and fee collections accurately. Manage changes to income distributions and interest allocations.
• Data Integrity & Reconciliations: Investigate and correct data integration issues, resolve negative balances or unresolved deals, and execute wrap rebalances and bulk switches.
• Tax & Audit Compliance: Assist with annual/provisional tax data testing, CGT updates, SARS submission data setups, and internal/external audit requests.
• Operational Support & Testing: Provide 1st and 2nd level support for core operational systems, maintain static system data (calendars, instrument setups), and assist with system testing and special projects.

Requirements:

• Education: National Diploma in Computer Data Processing or a relevant IT qualification.
• Experience: Minimum 5 years of experience in the investment industry with proven LISP experience.
• Technical Proficiency: Strong SQL knowledge, working experience with SQL Server, and proficiency in Microsoft Office packages.
• Core Competencies: High numeric ability, strict adherence to process and coordination, excellent time management, and strong administrative skills.
• Personal Attributes: High emotional intelligence, strong interpersonal skills, and a client-focused service attitude.

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• Are you an analytical, detail-driven paraplanning professional looking to grow your career within a highly respected wealth management practice? Our client is seeking a fully bilingual (English and Afrikaans) Paraplanner to provide end-to-end technical, compliance, and research support to a busy financial adviser.

Responsibilities:

• Financial Analysis & Planning: Gather and analyze client financial information (income, expenses, assets, liabilities, insurance, investments, and retirement provisions) to draft comprehensive financial plans, cash flow models, and risk recommendations.
• Compliance & Documentation: Draft Records of Advice (ROA) and compliance documentation adhering strictly to FAIS/FSCA requirements and internal practice standards.
• Research & Product Comparison: Conduct product and fund research across various providers, obtaining quotes, policy documentation, and illustrations.
• Client Reviews & Admin Support: Prepare client review packs, assist with implementation, maintain CRM records, and support annual tax and provisional tax calculations.

Requirements:

• Qualifications: CFP designation, or actively studying towards a CFP®, is required.
• Experience: Minimum 2–3 years of experience in a paraplanning or financial advice support role within financial services. Strong foundation in investment, retirement, risk, and estate planning principles.
• Language (Essential): 100% fluency in both Afrikaans and English (written and spoken) to effectively serve an established bilingual client base.
• Technical Skills: Strong proficiency in MS Office (especially Excel), familiarity with financial planning software, and exposure to FAIS/FSCA compliance guidelines.
• Key Attributes: Exceptional attention to detail, strong numerical/analytical capabilities, excellent report-writing skills, and the discretion needed to handle sensitive client data.

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Key Responsibilities:

• Deliver exceptional administrative and personal assistant support to the practice.
• Act as a key point of contact in a client-facing role, maintaining a friendly, professional manner and a smart, well-groomed appearance.
• Manage day-to-day financial planning administration efficiently

Requirements:

• Essential previous experience as a Personal Assistant (PA).
• Required experience in financial planning administration.
• Professional, well-spoken, and highly organized with strong administrative capabilities.
• Preference will be given to candidates residing in Durban North and surrounding areas.

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• Are you a proactive compliance professional ready to take ownership of a group-wide framework? Our client is seeking a skilled Compliance & Governance Officer to oversee regulatory compliance, strengthen governance functions, and directly support their Wealth and Corporate divisions.  

Key Responsibilities:

• Framework & Governance Management: Manage and elevate the group's compliance framework, governance programmes, and internal risk assessments.
• Regulatory Oversight: Ensure ongoing alignment with PAIA, FICA, FSCA, and broader legislation, keeping policies, manuals, registers, and regulatory returns up to date.
• Monitoring & Audits: Track legislative changes, perform regular compliance monitoring, and conduct internal audits to implement necessary operational updates.
• Stakeholder Engagement: Act as a key point of contact for regulators, external compliance officers, and service providers.
• Division & Staff Support: Provide compliance advice to the Wealth Team and design/deliver engaging compliance training for staff

Key Requirements:

• Education: Relevant qualification in Law, Compliance, Risk Management, or a related field.
• Experience: Minimum 3–5 years of experience in a compliance or governance role (financial services experience is highly advantageous).
• Regulatory Knowledge: Sound working knowledge of FICA, PAIA, FSCA requirements, and corporate governance principles.
• Core Competencies: Strong analytical, organizational, and problem-solving abilities paired with high integrity, attention to detail, and top-tier communication skills.

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• Are you an experienced Legal Practitioner looking to take ownership of diverse commercial, fiduciary, and corporate matters? Our client is seeking a sharp, self-motivated professional to provide high-level legal, trust, and estate advisory services across their group.  

Key Responsibilities:

• Commercial & Corporate Law: Draft, review, and negotiate commercial agreements. Provide legal counsel on contractual and corporate matters while ensuring sound risk management and corporate governance.
• Fiduciary & Estate Planning: Manage trusts (registrations, amendments, and administration), draft Wills and Living Wills, and handle deceased estates through to liaison with the Master's Office.
• Company Secretarial: Oversee CIPC compliance, draft company resolutions and MOIs, and handle share transactions.
• Client & Stakeholder Management: Independently manage files from instruction to completion while liaising with clients, financial institutions, regulators, and service providers.

Requirements:

• LLB degree (Admitted Attorney preferred).
• 3–5 years of relevant post-qualification experience in commercial law, trusts, estates, and corporate law.
• Exceptional legal drafting, analytical, and communication skills.
• Strong organizational ability to manage multiple complex matters simultaneously with high attention to detail.

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• Our client, a premier financial services firm, is seeking an accomplished senior leader to shape technical solution competency, market alignment, and strategic growth across their Business Development division.  

Key Responsibilities:

• Drive the strategic positioning, industry competency, and formal training programs for the Business Development team.
• Lead the resolution of complex technical queries and maintain complete sign-off authority on all technical market communications.
• Design and execute strategic plans, digital interventions, and marketing support initiatives to enhance distribution channel capability.
• Provide expert technical problem-solving support to client services and marketing divisions.
• Collaborate across business units and broader group structures to align operational plans with overarching financial drivers and budgets.
• Deliver strategic leadership, coaching, and performance management for direct reports while fostering a high-performance culture.
• Represent the business at industry forums and seminars, staying ahead of regulatory changes and implementing required operational adaptations.

Key Requirements:

• Related undergraduate degree accompanied by a Post Graduate Diploma in Financial Planning, CFP designation, and active FPI membership.
• 5 to 7 years of progressive experience within an investment financial planning environment.
• Minimum of 3 years in senior management and direct team leadership.
• In-depth understanding of the financial planning landscape, investment product offerings, platform drivers, and distribution channels.
• Proven track record of cross-functional collaboration and partnership management.
• Strong authoring capabilities to write for technical industry audiences as well as public financial education content.
• Exceptional strategic thinking, problem-solving, negotiation, and resilience.