Fiduciary Specialist | Bryanston

Details of the offer

Our client is a leading provider of investment, wealth, and estate planning services tailored to high-net-worth individuals, families, select institutions, and charities. They are seeking a knowledgeable Fiduciary Specialist to join their team. The role involves delivering expert fiduciary advice and services, including trust administration, wills drafting, estate planning, and tax solutions, ensuring the highest standard of client satisfaction. Key Responsibilities: Trusts Management: Provide expert advice on establishing new trusts and ensure compliance with all legal and administrative requirements in collaboration with Fiduciary Administrators. Client Relationships: Manage and maintain relationships with fiduciary clients, offering professional guidance tailored to their needs. Wills & Estate Planning: Advise on and draft comprehensive wills while also acting as an executor in client estates, with support from the estate administration team. Skills, Qualifications & Experience: Education: An LLB degree or a relevant academic qualification is essential; a tax qualification is advantageous. Experience: At least 5 years of experience in the fiduciary industry. Professional Designation: FPSA certification or equivalent knowledge and experience to achieve this designation is highly advantageous. Additional Skills: Experience in company administration will be beneficial. Competencies & Personal Attributes: Strong organizational skills and attention to detail. Excellent written and verbal communication abilities. Ability to thrive in a high-net-worth, professional environment. Exceptional client service orientation with a focus on building strong relationships. Skilled at prioritizing tasks and working independently while meeting deadlines. Aptitude for explaining complex information in a clear, accessible manner. Flexibility to adapt in a dynamic and evolving work environment. Proactive and solution-oriented with a positive attitude. A team player with a collaborative approach and a willingness to support team members. Committed to pursuing a long-term career in the fiduciary industry. This is an exceptional opportunity for an experienced professional to excel in a challenging yet rewarding role within the fiduciary services sector. If you are passionate about delivering excellence to high-net-worth clients and have the qualifications and experience to thrive, we encourage you to apply.


Nominal Salary: To be agreed

Source: Whatjobs_Ppc

Job Function:

Requirements

Financial Planner: Elyon Bluestar

Sanlam Life Ltd is one of the top financial services providers in the South African market. We're all about building strong, lasting relationships with our f...


Sanlam Limited - Gauteng

Published 16 days ago

Head Of Pricing (Insurance)

Johannesburg, Gauteng Head of Pricing R1 200 000.00 - R1 900 000.00 CTC pa Job Description: We are a leading commercial risk specialist in Southern Afri...


A Triple A Recruitment - Gauteng

Published 16 days ago

Manager, Market Risk

Business Segment: Corporate & Investment Banking Location: ZA, GP, Johannesburg, Baker Street 30 The role requires the incumbent to take responsibility for r...


Standard Bank Of South Africa Limited - Gauteng

Published 16 days ago

Financial Manager Ca(Sa)

We are looking for a Financial Manager and Qualified CA(SA) to partner with the business in the provision of financial expertise and advice and develop suppo...


Deka Minas Pty Ltd - Gauteng

Published 16 days ago

Built at: 2024-12-26T19:41:12.831Z