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.

Adviser Insight

Current Vacancies


Client Services Officer – Client Support

Location

South Africa

Department

Client Services

Vacancy

Permanent

The 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.

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Compliance Manager

Location

South Africa

Department

Compliance

Vacancy

Permanent

The 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.

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Compliance Monitoring Officer

Location

South Africa

Department

Compliance

Vacancy

Permanent

The 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.

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Temporary Compliance Monitoring Officer (6 Months)

Location

Guernsey / South Africa

Department

Compliance

Vacancy

Temporary - 6 months

This 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.

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Finance Officer

Location

South Africa

Department

Finance

Vacancy

Permanent

The 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.

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Knowledge, Experience & Expertise

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

Explore firsthand insights from our team members about their experiences working with us.
I joined Overseas Trust and Pension as a junior member of the finance team in 2021 and have since been given the opportunity to take on more responsibility and grow in my role not once but twice. The company’s emphasis on continuous learning and growth has allowed me to gain new skills and advance in my career. I’m grateful for the supportive and inclusive work environment that encourages us to bring our best selves to work every day.
The main attraction for me joining Overseas Trust and Pension (OTAP) was the positive environment and that the role aligned to my previous job, with the addition of the opportunity for growth. I am fortunate to have a very accepting and motivating team and manager, and I have enjoyed every moment since joining OTAP.
Overseas Trust and Pension (OTAP) have been incredibly supportive with my studies and have helped me achieve my ACCA qualification. The flexibility they offer is of great importance to me as a mother with young children and I really value their attitude towards a healthy work/life balance.
I was attracted to Overseas Trust and Pension (OTAP) primarily for the flexibility that they offer, which has accommodated me as a working mother to continue progressing within my career, along with the bonus of spending quality time with my young family. Being a privately owned Company gives you the opportunity to help influence and shape future decisions of the Company, which provides job satisfaction.

    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