Find your perfect career
TRG is a small but fast-growing holistic financial services company based on the North Coast of KZN. Our company is full of opportunities for individuals that want to be a part of building world-class solutions for the future while providing exceptional service to our existing client base.
We are far more focused on finding individuals who will make a difference within our team and culture than filling "roles". We don't care whether your career spans Financial Planning, Asset Management, Corporate Benefits, Short-Term or administration; if you have something special, we want to hear from you!
Please share your CV with us if you'd like to make your mark and join our team of extraordinary individuals. Our best hires are individuals who impressed us and filled roles that didn't exist when we hired them!
JUNIOR BOOKKEEPER
Join our team as a detail-oriented Junior Bookkeeper to be based at our Umhlali office. Responsibilities include maintaining accurate financial records, assisting in reporting, and supporting day-to-day accounting tasks to list a few.
Requirements: Diploma or degree in Accounting/Finance, Excel proficiency, strong attention to detail, and the ability to work in defined processes.
If you're passionate about finance and accounting, apply now!
FINANCIAL ADVISER
We are looking for Financial Advisers with a passion for wealth management and a CFP designation, or aspiring to achieve one. Join a dynamic team, known to serve our community, act with integrity and innovate with passion. Enjoy the flexibility of working in-office or remotely, benefiting from cutting-edge technology and a supportive team culture.
Responsibilities include conducting in-depth holistic financial planning, providing expert advice on investment strategies, and building strong client relationships. Ideal candidates should have a relevant tertiary qualification and at least 5 years of Financial Advisory experience.
Benefits encompass a competitive compensation package, ongoing professional development, access to cutting-edge digital tools, an educational bursary (based on eligibility), a share in company profits and the chance to make a meaningful impact on clients' financial futures. If you are well-suited to this role, let’s chat.
INVESTMENT INTERN
As a boutique asset manager, we are looking for a multi-skilled candidate to grow with us in our Umhlali office. You will be exposed to operations and investment decision-making across our global multi-asset investment range
The ideal candidate will be willing to contribute to a wide variety of facets within asset and wealth management. We are interested in graduates who have completed a tertiary qualification in Finance, Investment Management, or related fields. Candidates with limited professional experience are encouraged to apply.
INVESTMENT PORTFOLIO ANALYST
Are you ready to shape the future of Asset Management on the Kwa-Zulu Natal North Coast?
Join us as an Investment Portfolio Analyst and become a member of a small but passionate team that manages our award-winning range of investment products. You will help oversee client investment solutions, from Cash Management to Fund of Funds, and Share Portfolios. Your days will be dynamic and include everything from engaging with asset managers to driving innovation in internal processes.
Bring a minimum of 5 years of relevant experience to the table, coupled with your problem-solving prowess and organizational wizardry. If you're armed with a relevant tertiary degree, or even better a CFA designation, along with advanced Excel skills and tech-savviness, let's chat.
ADMINISTRATOR
Join our dynamic team as an Administrator. You will gather client data, create quotes, and manage administrative processes, all while being a great multitasker and proactive problem-solver. Handling client quotations and staying in touch with insurers and investment firms is crucial.
You will need excellent interpersonal skills as you will work closely with our Financial Advisers and assist clients with applications/support services. As our team evolves, you'll adapt to new tasks and help us innovate. Bring a minimum of 2 years of experience in the Financial Services/Insurance industry in the Administration field to the table, coupled with your ability to work within defined business processes and achieve agreed outcomes with minimal supervision. If you are well-suited to this role, let's chat.
JUNIOR ADMIN ASSISTANT
Looking for a proactive Junior Admin Assistant to join our Umhlali office. The successful candidate will handle client claims, policy amendments, anniversary letters, and general queries. If you have 1+ years of admin experience, knowledge of short-term insurance, and equipped with great communication skills, apply now to be a part of our dynamic team and help clients with their insurance needs.