Financial Advisor / Trust Officer

Hire Resolve; Knysna; On-site; ZAR 540 000 - 600 000; Full time

Job summary

An established industry player is seeking a knowledgeable Financial Advisor / Trust Officer to join their team in Knysna. In this exciting role, you will provide comprehensive financial advice and services, focusing on investment strategies, estate planning, and trust administration. Your exceptional communication and interpersonal skills will help you build strong relationships with clients, while your analytical abilities will ensure that their financial goals are met. This is a fantastic opportunity to grow within a supportive environment that values professional ethics and integrity, making a significant impact on clients' financial futures.

Benefits

Training & Development

Paid Time Off (PTO)

Qualifications

• 8+ years of experience in financial planning or trust administration required.
• Strong knowledge of investment products and estate planning necessary.

Responsibilities

• Develop personalized financial strategies based on client goals.
• Administer trusts and manage assets for clients effectively.
• Monitor client portfolios to ensure alignment with financial goals.

Skills

Investment Strategies

Estate Planning

Trust Administration

Communication Skills

Analytical Skills

Problem-Solving

Interpersonal Skills

Organizational Skills

Education

Bachelor’s degree in Finance

Bachelor’s degree in Business

Bachelor’s degree in Economics

Tools

Financial Software

Job description

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.
• 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.

Full Time

Company Social