Financial Advisor/ Trust Officer

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

Benefits offered by this job

Salary: R540K–R600K/yr

Job summary

Hire Resolve's client in Knysna seeks a knowledgeable financial advisor/trust officer to provide comprehensive financial guidance, including investment strategies, estate planning, and trust administration.

Requirements include a Bachelor's in Finance, 8+ years of experience, CFP preferred, and strong communication skills. Proficiency with financial software is expected. Salary ranges and benefits apply.

Qualifications

• 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.

Responsibilities

• Develop and implement personalized financial strategies for clients based on goals and risk tolerance.
• Provide investment advice and recommendations to help clients achieve financial objectives.
• Assist clients with estate planning, including wills, trusts, and related services.
• Administer trusts and manage assets on behalf of clients.
• Monitor and review client portfolios to ensure alignment with financial goals.

Skills

Financial planning

Trust administration

Client communication

Attention to detail

Team collaboration

Education

Bachelor's degree in Finance

CFP certification preferred

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.
• 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 and Development.
• Paid Time Off (PTO) (if applicable).

Contact Hire Resolve for your next career-changing move.

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.