Careers
At Overseas Trust and Pension, we believe in building a team of talented individuals who share our passion for protecting, preserving and enhancing client wealth.
If you're driven, innovative, and eager to be part of our growing company, explore our current job opportunities and discover why Overseas Trust and Pension is a great place to work.
To learn more about career opportunities, feel free to reach out to us via email at recruitment@trustandpension.com.
Current Vacancies
Client Services Officer – Client Support
Location
South AfricaDepartment
Client ServicesVacancy
PermanentThe focus for this role will be to follow processes and procedures to execute client requests and instructions. High levels of engagement with clients, distribution partners and service providers are required. The post holder will need to contribute in a positive manner to the team with an aim to achieve overall objectives and deliver an excellent customer experience. As the Client Services Officer, this role is critical to delivering an efficient and effective outcome to our clients, distribution partners and service providers. The post holder will be responsible for engaging and following up on a variety of client-related cases.
Compliance Manager
Location
South AfricaDepartment
ComplianceVacancy
PermanentThe Compliance Manager will play an integral part in ensuring OTAP consistently meets regulatory requirements and operates in accordance with industry best practices. The role is vital in ensuring the effectiveness of our compliance programme by managing the monitoring and testing of controls, compliance procedures, and regulatory obligations. This is a full-time permanent position and candidates must have a minimum of 3-5 years of experience in compliance, risk management, or a similar role within the trust, pension, or financial services industry, preferably within a regulated environment.
Compliance Monitoring Officer
Location
South AfricaDepartment
ComplianceVacancy
PermanentThe Compliance Monitoring Officer plays a crucial role in protecting OTAP by ensuring the company’s Policies, Procedures and Controls (P,P&C’s) are in line with all relevant regulations and laws. As the Compliance Monitoring Officer, you will conduct sampling to ensure OTAP adheres to its Policies, Procedures and Controls with the use of the Compliance Monitoring Programme and Periodic Reviews. This is a full-time permanent position and relevant Compliance experience is required, preferably within the Financial Service sector.
Temporary Compliance Monitoring Officer (6 Months)
Location
Guernsey / South AfricaDepartment
ComplianceVacancy
Temporary - 6 monthsThis role encompasses projects and processes that will build knowledge of the business and its requirements as well as build an understanding of the compliance role within the business. We are initially offering a 6-month contract on full-time hours, and are ideally looking for a candidate who has an enquiring mind as opposed to just a box ticker. Compliance experience is therefore desired, but not essential.
Finance Officer
Location
South AfricaDepartment
FinanceVacancy
PermanentThe role focuses on delivering accurate data for the timely preparation and review of accounts for individuals and businesses whose pensions we administer, varying by jurisdiction and the statutory requirements of the location. The post holder will also assist the Finance team with various tasks to support its goals. Previous financial experience is preferred, however, this is a junior role with full training provided.
Knowledge, Experience & Expertise
Our Culture
At Overseas Trust and Pension, we foster a culture of teamwork, integrity, accountability, and growth. Our team is at the heart of our success, and we're committed to providing a supportive and inclusive work environment.
What Our Team Says
Employee Benefits
We value our employees and offer a range of benefits to support their well-being and career growth.
- Competitive Salary
- Benefits include paid holiday, health care and pension
- Discretionary Bonus Scheme
- Health and Wellness Programs
- Professional Development Opportunities
- Flexible Work Hours
- Sports and Social Events