EE Senior Fiduciary Specialist

About the position

Ready to drive financial success as a Senior Fiduciary Specialist?

Is this you?
You're a seasoned professional with expertise in managing and administering trust and estate accounts, providing high-level financial advice to ultra-high-net-worth clients and you're ready to join a growing wealth management team.

What you'll be doing (and why you'll enjoy it)
As a Senior Fiduciary Specialist, you'll be at the forefront of providing comprehensive estate planning and wealth structuring advice to ultra-high net worth and high net worth clients. You'll have the opportunity to manage complex trust and estate accounts, ensuring all fiduciary duties are upheld with the utmost care and precision. With access to cutting-edge technology and a supportive team environment, you'll enjoy the satisfaction of making a meaningful impact on clients' financial futures.

Where you'll be doing it
You'll be joining a leading independent financial planning firm with offices based in Illovo (Johannesburg), Century City (Cape Town), and Umhlanga (Durban). Our client is distinguished as an FPI Approved Professional Practice™ and has received various industry awards. Committed to excellence and innovation, our client provides a dynamic and progressive work environment where employees are empowered to succeed and grow.

What you'll need
To be considered for this role, you need to have completed a degree in Law, a Postgraduate Diploma in Financial Planning, and a minimum of 5 years' experience in trust and estate administration within the private wealth industry. You should possess strong communication skills, exceptional analytical abilities, and a thorough understanding of trust and estate laws and regulations. Proficiency in Microsoft Office 365 and excellent organizational skills are also essential.

What you'll get
In addition to a competitive market-related salary and benefits package, our client offers a supportive team environment, ongoing professional development opportunities, and the chance to work with a reputable and respected brand in the financial planning industry. You'll have the resources and support you need to excel in your role and make a significant impact on clients' financial well-being.

How to apply

For a confidential discussion please contact Claudette Du Preez on [Phone Number Removed]; or send your CV to [Email Address Removed]

We appreciate that your CV might not be fully up to date. No problem just send us what you have.

We do respond to everyone! Just give us a few days to work through your application.

Desired Skills:

• Financial Planning
• Analytical abilities
• Understanding of trusts

Desired Work Experience:

• 5 to 10 years

Desired Qualification Level:

• Degree