Wealth Planning Expert

14 hours ago


Sandton, South Africa The Recruitment Council Full time
Job Description
A Fiduciary Specialist is required to join our team at The Recruitment Council. As a trusted advisor to high-net-worth individuals and families, you will be responsible for delivering expert fiduciary advice and services, including trust administration, wills drafting, estate planning, and tax solutions.

Main Responsibilities
Your key responsibilities will include:
  • Managing and maintaining relationships with fiduciary clients.
  • Providing professional guidance tailored to the needs of clients.
  • Advising on and drafting comprehensive wills while also acting as an executor in client estates.

Skills and Qualifications
To be successful in this role, you should possess the following 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.

Salary and Benefits
This role offers a competitive salary range of $120,000 - $180,000 per annum, depending on experience, and a range of benefits including a generous bonus scheme, comprehensive training and development programs, and opportunities for career growth.

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