Retail Finance Team Lead to oversee the full financial operations function for retail investment and retirement products. This is a critical leadership role within a fast-paced, regulated environment, requiring a strong technical foundation, attention to detail, and the ability to lead and develop a high-performing team.

The duties and responsibilities of this position include (but are not limited to):

Financial Operations

• Oversee end-to-end financial operations across retail investment and retirement products
• Manage daily banking, investment, and redemption processes with strong control frameworks
• Oversee distribution processing for unit trusts and ETFs, including dividend /interest withholding tax

Regulatory & Tax Compliance

• Ensure timely and accurate submission of statutory tax reporting (INS, IT3B, IT3C, IT3S, FATCA/CRS)
• Perform Regulation 28 compliance monitoring for retirement funds
• Manage SARB and FSCA regulatory submissions

Financial Reporting

• Oversee monthly processes including trial balances, billing, and reconciliations
• Manage PAYE calculations and submissions
• Lead year-end financial reporting, audit preparation, and resolution of audit queries
• MI Reporting

Systems & Process Improvement

• Contribute to system design and implementation initiatives
• Drive automation and process improvements across finance operations
• Enhance controls and efficiencies through system and process optimisation

Stakeholder Collaboration

• Work closely with Operations Support teams on batch processes (debit orders, income runs, phase-ins, model rebalances)
• Work closely with Service recovery dealing with exception handling
• Liaise with internal stakeholders, auditors, and external service providers
• Prepare trustee reporting packs and present at Trustee Meetings

Leadership

• Lead, mentor, and develop a team of finance professionals
• Oversee workload management, performance, and delivery against deadlines
• Foster a culture of accountability, control, and continuous improvement

Qualifications and Experience:

• Qualified Chartered Accountant – CA(SA)
• 5–8+ years’ experience in financial services, asset management, or investment platforms
• Proven experience in fund accounting, retail investments, or retirement products
• Strong knowledge of regulatory frameworks (e.g. Regulation 28, FATCA/CRS, Pension Funds Act, FAIS/POPIA)
• Experience managing teams and leading finance operations
• Advanced Excel skills and strong systems aptitude
• Experience with Sage Pastel/ Case-ware

Core Competencies:

• Strong leadership and team development skills
• High attention to detail and accuracy
• Ability to manage multiple priorities and tight deadlines
• Strong analytical and problem-solving ability
• Excellent communication and stakeholder management skills
• Risk-aware with a strong focus on governance and controls

Closing date: 10 April 2026

Should you not hear from us within 14 days after submitting your application, please accept your application as unsuccessful.

Disclaimer: Please be advised that your personal information shared on your CV will only be used as part of the Sygnia recruitment process for the role applied for. It will not be shared with any third parties for any other reason.