Legal Advisor

2 days ago

Sandton, Gauteng, South Africa RecruitMyMom Full time

An established and up -marketing financial planning organisation is seeking a qualified attorney, LLB andadmitted, to play a pivotal role in safeguarding our clients' legacies. This isan exceptional opportunity to apply your legal expertise in estate and trustlaw while providing clients with confidence, clarity, and peace of mind. As Senior Legal Advisor, you will ensureevery Will and trust document is meticulously drafted and fully compliant. Yourwork will extend to independent trusteeship, ad hoc trust instructions, andlegal advisory support across a broad range of fiduciary matters. This is arole where precision, care, and efficiency are essential, and where yourcontribution directly impacts the security and satisfaction of our clients. This is a full time, in office role (Monday - Friday) Key ResponsibilitiesDraft and review Wills, Living Wills, Letters of Wishes, and trust documents, ensuring full compliance and accuracy.Provide legal advice on estate planning matters and participate in client meetings alongside the Director.Engage directly with clients, financial planners, beneficiaries, and co -trustees, providing clear guidance and supportAdminister trusts, including independent trusteeship and ad hoc trust instructions, ensuring compliance with legal, fiduciary, and regulatory obligations.Oversee legal documentation for new inter -vivos and testamentary trusts, amendments, and resolutions.Minimum RequirementsLLB degree and admitted attorney in South Africa.Minimum of 5+ years' practical legal experience, ideally in Wills, estates, or trusts.Proficient in Microsoft Office (Word, Excel, Outlook, PowerPoint); experience with SharePoint and Teams advantageous.Strong attention to detail, organisational skills, and ability to manage multiple workflows efficiently.Empathetic, professional, and confident in client -facing situations.Sound working knowledge of fiduciary, estate, and trust legal principles.Why This Role This is an opportunity to make a tangible difference in the lives of clientsand their families.  Your expertise willdirectly contribute to protecting legacies, ensuring clients' wishes arehonoured, and providing peace of mind to those who trust us with some of theirmost important decisions.

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