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!

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 Advisery 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 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.

SHORT-TERM ASDMINISTRATOR

We are looking for an innovative, curious, dynamic, and service-driven individual to join our team as a Short-term Administrator.

This is not just about ticking boxes on a job spec, this is about finding someone who:

  • Thinks ahead and finds better ways to do things.

  • Pays attention to the details while keeping the bigger picture in mind.

  • Thrives on structure and efficiency but can also adapt to change.

  • Loves working with people and ensuring they feel supported.

  • Brings a positive, solutions-focused mindset to every challenge.

If you are someone who takes ownership of claims, enjoys problem-solving, and values collaboration, this might be the perfect fit for you.