Investment Validations Trainee: Launch Your Career

Company : Coronation; Wes-Kaap; On-site; ZAR 108,000 - 132,000; Part time

Job summary

Coronation is offering a Trainee position in Personal Investments Validations to help you launch your investment career. This role provides hands-on experience in a critical support function, ensuring the integrity of client and investment operations.

The ideal candidate should be a graduate with a relevant bachelor’s degree, ready to validate transactions and ensure compliance within a reputable company in the Western Cape, South Africa.

Qualifications

• A completed bachelor’s degree in accounting, finance, business science, economics, law, investment management or related fields is required.

Responsibilities

• Validate transactions for retirement and unit trust products.
• Process adviser applications and check licensing.
• Confirm selected transactions with clients telephonically.
• Ensure compliance with FICA, FAIS, and Regulation 28.

Education

Bachelor’s degree in accounting, finance, business science, economics, law, investment management or related fields

Job description

Coronation is offering a Trainee position in Personal Investments Validations to help you launch your investment career. This role provides hands-on experience in a critical support function, ensuring the integrity of client and investment operations.

The ideal candidate should be a graduate with a relevant bachelor’s degree, ready to validate transactions and ensure compliance within a reputable company in the Western Cape, South Africa.