Trust and Estate Planning Expert

4 days ago

Cape Town, Western Cape, South Africa The Recruitment Council Full time
About the Role:

We are seeking an experienced Trust and Estate Planning Expert to join our team at The Recruitment Council. This role is a key position that requires a high level of expertise in trust administration, estate planning, and fiduciary services.

Job Responsibilities:
  • Provide comprehensive trust administration services to high-net-worth individuals, families, and select institutions.
  • Develop and draft personalized wills and estate plans for clients, offering strategic advice tailored to their specific needs.
  • Act as the executor of estates, coordinating the estate administration process and liaising with the relevant teams for smooth execution.
  • Build and maintain strong relationships with clients, providing ongoing fiduciary advisory services.
  • Stay informed on the latest legislative and regulatory developments in trust and estate planning to ensure best practices are followed.
Requirements:
  • Essential: LLB degree or other relevant academic qualification.
  • Advantageous: A tax qualification and/or FPSA designation (or the ability to obtain it).
  • Minimum 5 years experience in the fiduciary industry, with a proven track record in estate planning and trust management.
  • Familiarity with company administration is a plus.
  • Strong organizational and time-management skills, with the ability to manage multiple client portfolios simultaneously.
  • Exceptional communication skills, both written and verbal, with the ability to explain complex legal concepts to clients in an understandable way.
  • A client-centric approach with a strong service orientation and proactive attitude.
  • Ability to work independently while also collaborating effectively as part of a team.
What We Offer:
  • An estimated salary of $80,000 - $110,000 per year, depending on experience.
  • A dynamic and supportive work environment.
  • Ongoing professional development opportunities.
Personal Attributes:
  • Strong attention to detail and problem-solving skills.
  • Adaptability to changing environments and client needs.
  • Ability to prioritize tasks and meet deadlines in a fast-paced environment.
  • A strong sense of integrity, professionalism, and ethical standards.

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