Expert Trust Advisor

2 weeks ago


Durban, KwaZulu-Natal, South Africa The Recruitment Council Full time

About Us

The Recruitment Council is a leading provider of talent solutions, dedicated to connecting high-net-worth individuals and institutions with exceptional professionals. Our mission is to deliver personalized recruitment services that exceed our clients' expectations.

Salary: $120,000 - $180,000 per annum

Job Summary

We are seeking an Expert Trust Advisor to join our team, providing expert fiduciary advice and services to our high-net-worth clients. The ideal candidate will have at least 5 years of experience in the fiduciary industry, a strong understanding of trust administration, and excellent communication skills.

Key Responsibilities:

  • Trust Administration: Provide expert advice on establishing new trusts, ensuring compliance with all legal and administrative requirements, and working closely with Fiduciary Administrators.
  • Client Relationships: Manage and maintain relationships with fiduciary clients, offering professional guidance tailored to their needs.
  • Estate Planning: Advise on and draft comprehensive wills while acting as an executor in client estates, with support from the estate administration team.

Required Skills and Qualifications:

  • 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.
  • Additonal Skills: Experience in company administration will be beneficial.

Benefits:

  • Competitive Salary: $120,000 - $180,000 per annum.
  • Opportunities for Professional Growth: We offer a supportive environment that encourages learning and development.
  • Collaborative Team: Work with a dynamic team of professionals who share your passion for delivering excellence.

About You

  • Strong Organizational Skills: Ability to prioritize tasks and work independently while meeting deadlines.
  • Excellent Communication Skills: Excellent written and verbal communication abilities.
  • Aptitude for Complex Information: Skilled at explaining complex information in a clear, accessible manner.
  • Team Player: Collaborative approach and a willingness to support team members.


  • Durban, KwaZulu-Natal, South Africa Envestpro Full time

    Unlock Your PotentialAt Envestpro, we are on a mission to empower individuals at every stage of their professional journey to achieve financial greatness. As a Strategic Wealth Advisor, you will be part of a supportive community of like-minded professionals who share your passion for making a difference.**Key Responsibilities:**Demonstrate exceptional...


  • Durban, KwaZulu-Natal, South Africa LNL Financial Investment (Pty) Ltd Full time

    LNL Financial Investment (Pty) Ltd is looking for skilled investment advisors to join our team. As an investment advisor, you will play a key role in helping our clients achieve their financial goals by providing expert advice and guidance on investment opportunities.The estimated salary range for this position is R 90,000 - R 140,000 per annum, depending on...


  • Durban, KwaZulu-Natal, South Africa The Recruitment Council Full time

    Job SummaryAs a Wealth Strategy Advisor with The Recruitment Council, you will play a pivotal role in guiding clients toward achieving their financial goals through comprehensive financial planning and investment management.This is an exciting opportunity for a driven individual to join our team and contribute to the growth and success of our clients. We...


  • Durban, KwaZulu-Natal, South Africa The Recruitment Council Full time

    We are seeking a knowledgeable and experienced Fiduciary Specialist to join our team at The Recruitment Council. This is an exceptional opportunity for a skilled professional to excel in a challenging yet rewarding role within the fiduciary services sector.Job OverviewThis role involves delivering expert fiduciary advice and services, including trust...


  • Durban, KwaZulu-Natal, South Africa FNB South Africa Full time

    Job TitleBusiness Development Manager - Strategic Growth ExpertAbout the RoleWe are seeking a highly skilled Business Development Manager to drive strategic growth in partnership with Private Advisors. The successful candidate will deliver on strategy, project manage various business development activities and initiatives, and ensure delivery of the...

  • Financial Advisor

    1 month ago


    Durban, KwaZulu-Natal, South Africa Old Mutual Full time

    At Old Mutual, we are seeking a highly motivated Financial Advisor to join our team in Pietermaritzburg. As a key player in our sales and client services division, you will be responsible for providing expert financial advice to our clients, helping them achieve their long-term goals and aspirations.We offer a competitive base salary of R200,000 per annum,...


  • Durban, KwaZulu-Natal, South Africa Ntice Sourcing Solutions Full time

    Unlock Your Potential as a Leading Wealth Manager with Ntice Sourcing SolutionsEstimated Salary: R1,000,000 - R1,500,000 per annumCompany OverviewNtice Sourcing Solutions is a market leader in banking renowned for its innovative solutions and commitment to excellence. We are dedicated to providing world-class financial products and services tailored to the...


  • Durban, KwaZulu-Natal, South Africa Bosch Umhlanga Full time

    OverviewBosch Umhlanga is a leading automotive services provider seeking a skilled Service Advisor to join our team.Estimated Salary: R250,000 - R350,000 per annumJob DescriptionWe are looking for a highly motivated and customer-focused individual to provide exceptional service and guidance to customers throughout the vehicle service process. As a Service...


  • Durban, KwaZulu-Natal, South Africa Tower Group Full time

    Job SummaryTower Group is seeking an experienced Key Account Manager to join our team. As a Key Account Manager, you will be responsible for driving growth and revenue in our existing customer base.Key Responsibilities:Meet performance targets and grow the business.Develop strategic relationships with key decision makers.Ensure maximum profitability.Act as a...


  • Durban, KwaZulu-Natal, South Africa Tower Group Full time

    About the RoleWe are seeking an experienced Key Account Manager to join our team at Tower Group. As a seasoned professional, you will be responsible for driving growth and revenue in our existing customer base.Key Responsibilities:Grow the business through effective marketing and service delivery.Develop strategic relationships with key decision...


  • Durban, KwaZulu-Natal, South Africa The Recruitment Council Full time

    Join Our Team:">We are seeking a highly skilled Wealth Advisor to join our team at The Recruitment Council. As a Wealth Advisor, you will play a critical role in managing a portfolio of high-net-worth clients, providing expert wealth planning advice, and driving business growth.About the Role:">Develop and implement tailored wealth planning strategies for...


  • Durban, KwaZulu-Natal, South Africa MSP Staffing LTD Full time

    We are seeking a highly skilled Technical Advisor to join our team at MSP Staffing LTD in Pietermaritzburg.The estimated salary for this position is between R300,000 and R500,000 per annum, depending on experience.Company OverviewMSP Staffing LTD is a leading recruitment agency dedicated to providing top talent to the dairy industry. We offer exciting...


  • Durban, KwaZulu-Natal, South Africa The Recruitment Council Full time

    About the RoleWe are currently recruiting for a Chartered Accountant to join our team at The Recruitment Council. As a key member of our finance team, you will be responsible for providing expert financial advice and guidance to our clients.Your primary duties will include:Providing financial advice to clientsConducting financial audits and...


  • Durban, KwaZulu-Natal, South Africa Tower Group Full time

    Job DescriptionAs a Key Account Manager at Tower Group, you will be responsible for driving growth and revenue in our existing customer base. This role requires a strong understanding of client and market dynamics, as well as excellent sales principles and processes.Responsibilities:Meet performance targets and grow the business through effective marketing...


  • Durban, KwaZulu-Natal, South Africa The Recruitment Council Full time

    Job DescriptionWe are seeking an experienced Salaried Wealth Advisor to join our team at The Recruitment Council. As a key member of our financial services team, you will be responsible for managing a high-net-worth portfolio and providing comprehensive wealth planning services to clients.Main ResponsibilitiesManage and grow a high-net-worth portfolio...


  • Durban, KwaZulu-Natal, South Africa Bonafide Human Capital (Pty) Ltd Full time

    About Bonafide Human CapitalWe are a reputable automotive dealer based in Pinetown, seeking an experienced Service Advisor to provide exceptional customer service and drive sales growth.Job DescriptionRole Summary:The Service Advisor is the primary interface between our technical team and customers. They will be responsible for providing accurate estimates,...


  • Durban, KwaZulu-Natal, South Africa Benclo Full time

    Company OverviewBenclo is a dynamic and forward-thinking organization committed to delivering innovative solutions. Our team of experts works collaboratively to drive success.SalaryR6,500 - R12,000 per month depending on experience.Job DescriptionWe are seeking an experienced Chartered Accountant to join our team in Durban. As a key member of our financial...


  • Durban, KwaZulu-Natal, South Africa The Recruitment Council Full time

    About The Job:">The Recruitment Council is seeking a talented Wealth Advisor to join our team. As a key member of our financial services team, you will be responsible for managing a portfolio of high-net-worth clients, providing expert wealth planning advice, and driving business growth.Key Responsibilities:">Provide comprehensive wealth planning services,...


  • Durban, KwaZulu-Natal, South Africa Kontak Recruitment Full time

    Job SummaryKontak Recruitment seeks a highly skilled Senior Legal Professional to join our client's legal team. The successful candidate will be responsible for managing the company's casework and legal matters, providing expert advice, and ensuring compliance with relevant laws and regulations.About the RoleThe Senior Legal Professional will report directly...


  • Durban, KwaZulu-Natal, South Africa Dante Personnel Full time

    Job Title: Senior Financial Professional - Durban, South AfricaAbout the Role:This is an exciting opportunity for a highly skilled and experienced financial professional to join our team at Dante Personnel. As a senior financial professional, you will be responsible for providing expert accounting and tax services to clients in the Durban...