Personal Investments Validations

Closing Date

2026/07/31

Reference Number

COR260612-3

Job Title

Trainee: Personal Investments Validations

Job Type Classification

Graduate

Location - Country

South Africa

Location - Province

Western Cape

Location - Town / City

Cape Town

Launch your career in investments with one of South Africa’s leading asset managers.

We are looking for exceptional graduates who are intellectually curious, client-focused and motivated to build a long-term career in the investments industry.

At Coronation, we believe that future investment professionals benefit from understanding how our business serves clients and delivers excellence every day. During this 23-month graduate opportunity, you will join our Validations team, gaining hands-on experience in a critical function that supports the integrity of our client and investment operations.

What you can expect:

• Meaningful work from day one.
• Mentorship, coaching and ongoing development support.
• Fully funded professional studies and training opportunities.
• A culture that values excellence, collaboration and continuous learning.

Learn more about how the Validations team contributes to Coronation's success below.

Duties and Responsibilities

The Validations team safeguards the integrity of our client data and investment transactions. By ensuring compliance with financial sector regulations and business controls, this team plays a key role in reducing risk, maintaining regulatory standards, and ensuring that our clients’ investments are processed accurately and on time.

• Validate transactions for retirement and unit trust products.
• Process adviser applications and check licensing.
• Confirm selected transactions with clients telephonically.
• Ensure compliance with FICA, FAIS, and Regulation 28.
• Work with internal teams to resolve complex cases.
• Process investments accurately and on time.
• Maintain digital records of all client documents.
• Update client and adviser data on the workflow system.
• Resolve validation and compliance queries.

Ideal Experience

• This is a graduate opportunity, previous working experience is not required.

Ideal Qualifications

• A completed bachelor’s degree in accounting, finance, business science, economics, law, investment management or related fields is required.

Most Important Attribute

• Client centricity.
• Learning agility.
• Integrity.

Systems Knowledge

• Basic digital literacy will be beneficial.
• MS Office exposure will be beneficial.