Underwriting Assistant

SUMMARY:
This pivotal role involves managing and coordinating funding applications, performing initial due diligence, and ensuring adherence to FCA-aligned compliance standards

POSITION INFO:

Underwriter

Join a Dynamic Legal and Financial Services Team – Remote Start, Hybrid Foreshore Option

Financial services & legal sector | R25,000–R35,000/month | July/August Start

About Our Client

Our client is an innovative and rapidly growing company providing specialist financial products to clients navigating complex legal and probate matters. With a strong commitment to ethical funding and client care, the team prides itself on balancing commercial goals with genuine impact. The company fosters a collaborative, fast-paced environment where initiative, integrity, and adaptability are highly valued.

The Role: Underwriter

We are looking for a diligent and detail-oriented Underwriter to support a high-performing underwriting team. This pivotal role involves managing and coordinating funding applications, performing initial due diligence, and ensuring adherence to FCA-aligned compliance standards. Reporting to the Risk Director, the successful candidate will play a key role in helping borrowers access funding with clarity and care.

Key Responsibilities

• Manage the collation of funding applications and supporting documents for underwriting.

• Conduct initial due diligence on complex financial scenarios and client backgrounds.

• Compile schedules of assets and maintain up-to-date records.

• Liaise with solicitors and borrowers via email and phone to gather required documentation.

• Ensure compliance with FCA regulatory policies, including AML and data protection.

• Provide ongoing updates to senior stakeholders on multiple active loan cases.

• Keep external parties informed on the progress of their applications.

• Assist with the preparation and collation of executed loan documentation.

About You

• Minimum 2 years'' experience in financial services, complex lending, or the legal sector.

• Strong case management and organizational skills with a proactive approach.

• Excellent written and verbal communication; confident engaging with senior stakeholders and legal professionals.

• High emotional intelligence and tact when dealing with vulnerable clients.

• Able to manage multiple cases under pressure in a dynamic environment.

• Analytical mindset with an interest in developing underwriting skills.

• Background in law or exposure to litigation/FCA regulation is a plus, not a must.

• Comfortable with change and capable of pivoting quickly in a fast-evolving setting.

Location & Working Hours

• Remote to start, with potential hybrid setup: 3 days in-office (Foreshore), 2 days remote

• Working hours: 9:00 AM – 6:30 PM SAST

If you''re ready to contribute to a purpose-led team and grow your career in underwriting and legal finance, apply now.