Reference: 5284 SJ
Consultant: Sone Johnson

Job Description:

  • Monthly and weekly Excel work for High Net Worth Clients:
    • Budget
    • Actual vs Budget
    • Match expenses with invoices and file
  • Daily Reconciliation in Excel of all Local Client accounts:
    • Reconciling all movements in Excel on each client account
  • FICA and Compliance (Primary responsibility):
    • Resigning all existing client Mandates for FSCA (pre-populate and send to clients and update system)
    • Updating all existing client FICA and files for FSCA
    • Full Client Acceptance and approval function
    • Compiling Client Files
    • Pre-populating Account opening forms
    • Account Openings and FICA
    • Organising our network


  • Complete Articles (SAIPA or SAICA)
  • Financial Degree
  • Previous FICA experience
  • Strong Excel knowledge

How to Apply:

  • Email your comprehensive CV to
  • If you are already registered, please forward your CV and the relevant reference number to the consultant with whom you are currently registered in order to avoid duplicity on our system.
  • We reserve the right to only conduct interviews with candidates of choice.
  • Applicants who have not received feedback within 30 days from the closing date must please accept their application as unsuccessful.


To apply for this job email your details to