Estate Planning Specialist

4 days ago


Stellenbosch, Western Cape, South Africa The Recruitment Council Full time
Job Summary: The Recruitment Council is seeking an experienced Estate Planning Specialist to join our team. The ideal candidate will have a minimum of 5 years' experience in the fiduciary industry, with a proven track record in estate planning and trust management.

Responsibilities:
  • Establish and manage new trusts, ensuring compliance with legal and administrative requirements.
  • Administer existing trusts, working closely with fiduciary administrators to ensure proper governance and compliance.
  • 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.
  • Maintain strong relationships with clients, providing ongoing fiduciary advisory services.
  • Stay up-to-date on the latest legislative and regulatory developments in trust and estate planning.

Requirements: LLB degree or other relevant academic qualification, 5+ years experience in the fiduciary industry, strong organizational and time-management skills, exceptional communication skills, and a client-centric approach.

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