Financial Advisor/ Trust Officer

5 days ago

Knysna, Western Cape, South Africa Hire Resolve Full time R540 000 - R600 000 per year
Job Title: Financial Advisor/Trust Officer

Hire Resolve's client in Knysna is seeking a knowledgeable and experienced financial advisor/trust officer to provide comprehensive financial advice and services to their clients. The ideal candidate will have a strong understanding of investment strategies, estate planning, and trust administration. They will also have excellent communication skills and the ability to build and maintain strong relationships with clients.

Responsibilities:
  • Develop and implement personalized financial strategies for clients based on their goals and risk tolerance
  • Provide investment advice and recommendations to help clients achieve their financial objectives
  • Assist clients with estate planning, including wills, trusts, and other related services
  • Administer trusts and manage assets on behalf of clients
  • Monitor and review client portfolios on a regular basis to ensure they remain aligned with their financial goals
  • Stay current on market trends, economic indicators, and regulatory changes that may impact client portfolios
Requirements:
  • Bachelor's degree in Finance, Business, Economics, or related field.
  • Proven experience as a Financial Advisor or Trust Officer.
  • Strong knowledge of financial planning strategies, investment products, and trust administration.
  • Certified Financial Planner (CFP) certification preferred.
  • Familiarity with relevant laws and regulations, such as fiduciary responsibilities and estate planning.
  • Excellent communication and interpersonal skills, with the ability to build rapport and trust with clients.
  • Strong analytical and problem-solving abilities.
  • Ability to work independently and as part of a team.
  • Proficiency in financial software and tools.
  • Attention to detail and high level of accuracy.
  • Ability to handle confidential information with sensitivity and discretion.
  • Exceptional organizational and time management skills.
  • Professional ethics and integrity.
  • Minimum of 8+ years of experience in financial planning, trust administration, or a related field
  • Preferences will be given to those who have experience in trust, wills and deceased estates and/or tax advisory services
Benefits:
  • Salary: R540K/yr - R600K/yr, salary negotiable
  • Training & Development
  • Paid Time Off (PTO) (if applicable)

Contact Hire Resolve for your next career-changing move.

  • Salary: negotiable.
  • Our client is offering a highly competitive salary for this role based on experience.
  • Apply for this role today, contact Georgia Keogh at Hire Resolve or on LinkedIn
  • You can also visit the Hire Resolve website:  or email us your CV: [email protected]

We will contact you telephonically in 3 days should you be suitable for this vacancy. If you are not suitable, we will put your CV on file and contact you regarding any future vacancies that arise.

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