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


Business Development Support

Location

South Africa

Department

Business Development

This role supports OTAP’s business development efforts by assisting International Business Consultants (IBC) to operate efficiently. Responsibilities include administrative support for Financial Advisers, arranging meetings, reporting IBC activities, Financial Adviser training, case management, CRM data management, and pitch development. The ideal candidate is personable, communicative, organised, and adept at multitasking. Technical and administrative comprehension is essential.

Apply Now

Associate Director, Finance

Location

South Africa

Department

Finance

The Associate Director, Finance is required to drive efficiency, monitor workflows throughout the finance section and support and advise all sections of the business on financial matters, and will include team management, developing processes and procedures, implementing improvements, tax compliance, advising the business on accounting best practice, statutory requirements and accounting deadlines for individual and corporate pension schemes.

Apply Now

Temporary Compliance Officer

Location

South Africa

Department

Compliance

This is a temporary role created to assist the compliance team during times of increased work. The role is to support the Compliance team with general administration tasks focusing on:

  • AML Reviews
  • Sanction Screening via Dow Jones  and Google searches
  • CMP Testing

This role encompasses projects and processes that will build knowledge of the business and it’s requirements as well as build an understanding of the compliance role within the business.

Apply Now

International Business Consultant

Location

South Africa

Department

Business Development

Join us as an International Business Consultant (IBC) tasked with boosting sales across our product range, including joint ventures and co-branded initiatives. Your main focus will involve cultivating relationships with financial advisers, accountants, and other relevant professionals. Additionally, you’ll nurture existing partnerships with firms whom OTAP has Terms of Business terms. Ideal candidates will possess 3-5 years of senior-level experience.

Apply Now

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
    • Health and Wellness Programs
    • Professional Development Opportunities
    • Flexible Work Hours
    • Sports and Social Events