Head of Estate Planning and Trust Services
1 week ago
**Company Overview:** As a respected player in the financial services industry, we offer a dynamic and challenging work environment that fosters growth and development. Our commitment to excellence is reflected in our highly skilled team and state-of-the-art facilities.
**Job Description:** We seek an experienced fiduciary professional to join our team as Head of Estate Planning and Trust Services. The successful candidate will be responsible for leading our high-performing team in delivering exceptional service to our clients, driving business growth, and establishing our fiduciary division as a market leader.
**Required Skills and Qualifications:**
- Relevant tertiary qualification (e.g., BCom Law, LLB, BProc).
- CFP designation (advantageous).
- Minimum 10 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.
**Benefits:** We offer a competitive salary package, comprehensive benefits, and opportunities for career growth and development.
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