Fiduciary Professional
3 weeks ago
We are seeking a highly skilled Fiduciary Professional to provide comprehensive fiduciary services to high-net-worth individuals, families, and select institutions. The successful candidate will play a key role in estate planning, trust administration, and acting as executor for client estates.
Key Responsibilities- Advise clients on the establishment and structuring of new trusts, ensuring compliance with legal requirements.
- Manage the ongoing administration of trusts, working closely with fiduciary administrators to ensure proper governance and compliance.
- Develop 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 relevant teams.
- Build strong relationships with clients, providing ongoing fiduciary advisory services.
- Stay informed on legislative and regulatory developments in trust and estate planning to ensure best practices are followed.
- Essential: LLB degree or other relevant academic qualification.
- Advantageous: A tax qualification and/or FPSA designation (or 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 ability to manage multiple client portfolios.
- Exceptional communication skills, both written and verbal, explaining complex legal concepts to clients.
- A client-centric approach with a strong service orientation and proactive attitude.
- Ability to work independently while collaborating effectively as part of a team.
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Fiduciary Professional
3 weeks ago
Stellenbosch, Western Cape, South Africa The Recruitment Council Full timeJob Title: Fiduciary ProfessionalWe are seeking a highly skilled and dedicated professional to provide comprehensive fiduciary services to high-net-worth individuals, families, and select institutions. This includes estate planning, trust administration, will drafting, and acting as executor for client estates. The successful candidate will work closely with...
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Fiduciary Services Expert
2 months ago
Stellenbosch, Western Cape, South Africa The Recruitment Council Full timeJob Summary:We are looking for a highly skilled Fiduciary Specialist to provide comprehensive fiduciary services to high-net-worth individuals, families, and select institutions. The successful candidate will be responsible for estate planning, trust administration, and will drafting, ensuring all fiduciary responsibilities are met in compliance with legal...
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Fiduciary Services Manager
3 weeks ago
Stellenbosch, Western Cape, South Africa The Recruitment Council Full timeJob Summary:We are seeking a highly skilled Fiduciary Services Manager to join The Recruitment Council. The successful candidate will play a key role in providing comprehensive fiduciary services to high-net-worth individuals, families, and select institutions. This includes estate planning, trust administration, will drafting, and acting as executor for...
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Trusts and Estates Professional
2 weeks ago
Stellenbosch, Western Cape, South Africa The Recruitment Council Full timeWe are seeking a highly skilled Trusts and Estates Professional to join The Recruitment Council team. This is a senior role within the fiduciary industry, requiring a strong understanding of estate planning, trust administration, and will drafting.About the RoleThis position involves working closely with high-net-worth individuals, families, and select...
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Estate Planning Specialist
3 weeks ago
Stellenbosch, Western Cape, South Africa The Recruitment Council Full timeAbout The Role:The Recruitment Council seeks a talented Estate Planning Specialist to provide expert fiduciary services to high-net-worth individuals, families, and select institutions. As a trusted advisor, you will develop and execute comprehensive estate plans, manage trust administrations, and provide strategic guidance on will drafting and estate...
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Trust Administration Director
3 weeks ago
Stellenbosch, Western Cape, South Africa The Recruitment Council Full timeRole Overview:The Recruitment Council invites applications for a Trust Administration Director position. As a key member of our team, you will oversee the administration of trusts, develop and execute estate plans, and provide expert guidance on will drafting and estate execution.Your Background:You possess an LLB degree or equivalent and have a minimum of 5...
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Fiduciary Specialist
2 months ago
Stellenbosch, South Africa The Recruitment Council Full timeJob Summary:We are seeking a highly skilled and dedicated Fiduciary Specialist to join our team. The successful candidate will play a key role in providing comprehensive fiduciary services to high-net-worth individuals, families, and select institutions. This includes estate planning, trust administration, will drafting, and acting as executor for client...
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Fiduciary Specialist | Stellenbosch
1 month ago
Stellenbosch, South Africa The Recruitment Council Full timeOur 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,...
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Fiduciary Specialist
2 months ago
stellenbosch, Western Cape, South Africa The Recruitment Council Full timeJob Summary: We are seeking a highly skilled and dedicated Fiduciary Specialist to join our team. The successful candidate will play a key role in providing comprehensive fiduciary services to high-net-worth individuals, families, and select institutions. This includes estate planning, trust administration, will drafting, and acting as executor for client...
