estate planning jobs

A financial services company in South Africa is seeking a highly skilled Paraplanner to join their team. The role requires strong analytical abilities and excellent communication skills in both English and Afrikaans. Applicants should have a financial qualification and more than one year of estate planning experience. Responsibilities include consolidating policies, preparing financial...

A prominent financial services firm seeks a Testamentary Specialist in Johannesburg to convert leads into estate planning engagements and provide expert client advice. The role demands proven experience in estate planning and a sales-driven mentality, ensuring adherence to compliance frameworks. Strong communication skills and the capability to build professional relationships are essential. This...

Een belastingadviesbedrijf in Welkom zoekt een ervaren Senior Tax Consultant die kan adviseren over complexe fiscale vraagstukken zoals estate planning. Je speelt een cruciale rol in een multidisciplinair team en begeleidt junior consultants. Met een WO-opleiding in Fiscaal Recht en minstens 5 jaar ervaring, ben je een analytische en klantgerichte professional die zich wil ontwikkelen in een...

A financial services institution in Johannesburg is seeking a Wealth Manager to provide expert advice on investments and estate planning to high-income clients. The role requires a Degree/NQF level 7 and RE5 certification, along with 3 to 5 years of experience. Responsibilities include achieving sales targets, maintaining client relationships, and ensuring compliance with internal policies. This...

A leading financial services company is seeking a Wealth Manager to offer comprehensive financial advisory services that focus on investments and estate planning for high-income clients. The ideal candidate must hold an NQF level 7 qualification, possess RE5 certification, and have 3 to 5 years of relevant experience. Key responsibilities include achieving sales targets, maintaining expert market...

A leading financial services firm in Johannesburg is seeking a Wealth Manager to provide tailored financial services to high-income clients. Responsibilities include advising on savings, investments, and estate planning, while achieving sales targets and maintaining compliance with industry standards. Ideal candidates will possess a Degree/NQF level 7 and RE5 certification, alongside 3 to 5 years...

A leading financial advisory group in George, South Africa, seeks a Wealth Manager to provide comprehensive financial services to high-income clients. The successful candidate will deliver investment, savings, and estate planning advice, ensuring compliance with regulations. Ideal candidates will hold a relevant degree and have 3 to 5 years of experience in wealth management. Join us for an...

A leading financial institution in Cape Town seeks a Fiduciary Advisor to deliver integrated fiduciary advice as part of a holistic wealth management approach. The ideal candidate will have 7-10 years of relevant experience and must hold advanced qualifications such as a Law degree. Responsibilities include providing technical advisory support, preparing estate planning reports, and ensuring...

Join to apply for the Estate Planning Assistant - 40735774001 role at Somewhere 2 days ago Be among the first 25 applicants LOOKING FOR SOUTH AFRICAN CITIZENS WHO ARE BASED IN SOUTH AFRICA CANDIDATES Position: Estate Planning Assistant Working Schedule: 10:30am-7:30pm EST Salary Range: 3+ years Mid Level $1400-$1800 | 5+ years Senior Level $1700-$2300 (The final salary will be determined by...

A leading fiduciary services firm in Dunkeld West, Johannesburg, is seeking a qualified attorney to provide expert fiduciary support. The role includes drafting Wills, managing deceased estates, and guiding clients through significant life moments. The ideal candidate must hold an LLB degree and be an admitted attorney in South Africa, with proficiency in Microsoft Office and estate...

A leading financial services institution in Durban is seeking an experienced professional to secure new clients and provide fiduciary services. The ideal candidate will have a legal degree, completed Matric, and 5-7 years of experience in the fiduciary field. Responsibilities include assisting clients with estate planning and managing key stakeholder relationships. This role offers an opportunity...

Wills and Estate Planning Consultant (Bathurst) NSW Trustee & Guardian Bathurst, Blue Mountains & Central West NSW Law Clerks & Paralegals (Legal) Full time Add expected salary to your profile for insights Wills and Estate Planning Consultant – NSW Trustee and Guardian We are looking for a keen and motivated Consultant to join the Wills and Estates Planning team and help make a difference...

A leading financial institution is seeking a Fiduciary Specialist in Durban to provide holistic legacy planning solutions to clients. You will enhance client portfolios while ensuring compliance with regulations. Ideal candidates should have a minimum of 5 years of industry experience, along with relevant qualifications such as an LLB or BCom in Financial Planning and CFP® designation. Join a...

A prominent financial services firm in Durban seeks a Fiduciary Specialist to provide tailored legacy planning solutions. The ideal candidate will manage client portfolios, achieve revenue targets, and ensure compliance with relevant regulations. Successful applicants will have an LLB or BCom in Financial Planning, with at least 5 years of industry experience. Join a dynamic team committed to...

A leading brokerage firm in Johannesburg is seeking a Senior Off-Plan Consultant to drive sales and performance in off-plan property. Candidates should have at least 4 years of experience in property sales, be self-motivated, and ready to join a high-performance team. The role offers an exceptional commission structure with a flat organizational approach, ensuring everyone plays by the same rules...

A leading financial institution seeks a Fiduciary Specialist in Durban to provide customized legacy planning solutions and optimize clients' tax positions. Ideal candidates hold an LLB or BCom in Financial Planning and have at least 5 years of industry experience. Responsibilities include managing client portfolios, ensuring compliance, and identifying opportunities for business growth. Join a...

A leading financial services firm in Durban seeks a Fiduciary Specialist to provide comprehensive legacy planning solutions to clients. The ideal candidate will have over 5 years of industry experience, a relevant degree (LLB or BCom Financial Planning), and strong skills in client management and compliance. This role emphasizes exceptional customer service and collaboration within a dynamic team...

A leading financial services provider in Durban seeks a Fiduciary Specialist to deliver customized legacy planning solutions. The successful candidate will manage client portfolios and ensure compliance with legislative requirements while exceeding customer expectations through innovative service delivery. Ideal candidates will possess an LLB or BCom in Financial Planning and have at least five...

A financial institution in Durban is seeking a Fiduciary Specialist to provide holistic legacy planning solutions. The ideal candidate will have extensive experience and qualifications in Financial Planning, including an LLB or BCom and a PGDip in Tax. Responsibilities include managing client portfolios, ensuring compliance, and delivering exceptional service. This role offers a dynamic...

A leading financial institution in Durban seeks a Fiduciary Specialist to provide tailored legacy planning solutions. You will manage client portfolios and ensure optimal service delivery while exceeding client expectations. The ideal candidate holds a degree in Financial Planning or similar, has over five years of industry experience, and is knowledgeable in local financial products. This role...