FINANCE CANDIDATES

Only the finest financial talent, sourced, vetted and professionally recruited on your behalf

Explore our curated selection of top candidates below or post your job vacancy to contact us about your specific role requirement.

FINANCIAL MANAGER, ALL Trish Lee FINANCIAL MANAGER, ALL Trish Lee

Financial Manager

An ambitious FM with a BCom (Hons) in Management Accounting through Stellenbosch University in 2013. Since then she has worked as an Accountant and Financial Manager in a number of different industries which include manufacturing. She believes she is proactive, deadline driven and detail orientated.

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PORTFOLIO ADMINISTRATOR, ALL Trish Lee PORTFOLIO ADMINISTRATOR, ALL Trish Lee

Portfolio Administrator

A very well spoken, professional and presentable BCom graduate majoring in Finance and Economics as well as a Postgrad in Finance, Banking and Investment Management. She started working in 2019 as an Investment Service Consultant and was then promoted to an Specialist operations role. She is looking to grow and expand her knowledge in the Investment industry and comes highly recommended.

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WEALTH MANAGEMENT, ALL Trish Lee WEALTH MANAGEMENT, ALL Trish Lee

Wealth Manager’s Assistant / Administrator

A presentable, well -spoken candidate who has previous experience working for a UK Asset Manager, a Property Development company and most recently an International University as a Project Coordinator.  She has a certificate in the Fundamentals of Financial Services. She has strong organisational and financial administration skills, is presentable, well-spoken and is now back in the market looking for a new role.

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ACCOUNTANT, ALL Trish Lee ACCOUNTANT, ALL Trish Lee

Financial Accountant

A strong candidate who has completed a BCom Accounting Honours Degree at the University of Western Cape. He has extensive experience in overseeing general finance function with international accounts department, financial accounting and management, internal and external auditing, cashflow management, forecasting and variance analysis, conduct annual appraisals, preparation of management accounts, finance strategies, reviews and ERP implementation. On contract and looking for a permanent role.

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ACCOUNTANT, SENIOR ACCOUNTANT, ALL Trish Lee ACCOUNTANT, SENIOR ACCOUNTANT, ALL Trish Lee

Senior Accountant

Analytical and detail orientated Senior Accountant who has completed a BCom degree in Financial Management and is currently awaiting her SAIPA board exam results. She has extensive experience in management accounting, reconciliations, reports and financial statements. Patient, dedicated and fluent in English/Afrikaans.

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OPERATIONS SPECIALIST, ALL Trish Lee OPERATIONS SPECIALIST, ALL Trish Lee

Operations Specialist

Confident and well spoken candidate who has completed a BCom in Finance and Management, as well as an Honours Degree in Business Finance, at the University of Witwatersrand. She has 5 years experience as a Consultant and Operations Specialist where her key responsibilities included evaluating and improving existing processes, financial advisor support, implementing risk mitigation controls, preparing management reports, conducting training sessions, compliance and regulatory requirements, as well as FICA and FIAS. She took a career break since 2022 to travel and is looking to get back into a full-time financial services/corporate position.

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BUSINESS SUPPORT OFFICER, ALL Trish Lee BUSINESS SUPPORT OFFICER, ALL Trish Lee

Business Support Officer

An adaptable and curious candidate who is currently working in Business Support for a group of brokers and financial advisors. She has completed a BCom degree in Accounting and a Postgrad in Financial Planning. Her current role involves onboarding, due diligence, assessing and analysing business plans, assisting with presentations and offering post investment support. She is proactive, open-minded and organised and is looking for a role that will expose her to the technical side of financial planning as her current role is very administrative.

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INVESTMENT OPERATIONS SPECIALIST, ALL Trish Lee INVESTMENT OPERATIONS SPECIALIST, ALL Trish Lee

Investment Operations Specialist

A driven candidate who has an Honours Degree in Financial Analysis & Portfolio Management and who is currently completing his CFA Level One. He has good experience in offshore trading, settlement and administration as well as equity trading, fixed income trading and derivatives trading. He describes his strengths as being client communication, teamwork and adaptability. He is looking for career growth.

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