Head of Estate Planning

1 week ago


Johannesburg, Gauteng, South Africa The Recruitment Council Full time
Job Title: Head of Estate Planning

About Us:
The Recruitment Council is committed to excellence in the provision of professional services, and we are seeking a highly skilled Estate Planning Specialist to join our team. In this role, you will be responsible for developing and implementing estate planning strategies, providing expert advice to clients, and collaborating with advisors and portfolio managers to identify and support new business opportunities.

Salary Estimate: R1,000,000 - R1,400,000 per annum, depending on experience.

About the Role:
This is an exciting opportunity for a seasoned fiduciary professional to take on a key role in our estate planning team. The successful candidate will be responsible for developing and implementing estate planning strategies, providing expert advice to clients, and collaborating with advisors and portfolio managers to identify and support new business opportunities. They will also be responsible for delivering presentations to clients, intermediaries, and internal teams to promote fiduciary value.

Key Responsibilities:
  • Develop and implement estate planning strategies with clear objectives and measurable success indicators.
  • Provide expert advice to clients on estate planning matters.
  • Collaborate with advisors and portfolio managers to identify and support new business opportunities.
  • Deliver presentations to clients, intermediaries, and internal teams to promote fiduciary value.
  • Recruit, manage, and mentor a high-performing fiduciary team.

Requirements:
  • Relevant tertiary qualification (e.g., BCom Law, LLB, BProc).
  • CFP designation (advantageous).
  • 5+ years of experience in fiduciary services with a focus on estate planning.
  • Strong knowledge of FAIS and fiduciary regulatory frameworks.
  • Proven skills in relationship management, sales, risk management, and team leadership.


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