Senior Fiduciary Partner - Estate & Trusts Leadership

The Recruitment Council

Sandton

On-site

ZAR 1,200,000 - 2,200,000

Full time

14 days+

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Job summary

Our client is seeking an experienced Fiduciary Partner to join their team in South Africa. You will implement and administer estate planning for high-net-worth clients, advise on local and offshore trust structures, and assist with deceased estate reporting.

If you excel at client relationship management, complex fiduciary drafting, and risk-managed advice, this is a premier career opportunity.

Qualifications

  • Admitted attorney status preferred with 10+ years post-articles experience in fiduciary.
  • Experience advising on estate planning, trusts, and fiduciary compliance.
  • Strong drafting ability for fiduciary documentation and reports.
  • Bi-lingual English and Afrikaans preferred.

Responsibilities

  • Deliver professional client service and build long-lasting relationships.
  • Advise on fiduciary, tax, estate planning, and local/offshore structuring matters.
  • Schedule and conduct professional client consultations and trustee meetings.
  • Draft fiduciary documents: Wills, deeds, reports, resolutions and estate reports.
  • Oversee trust administration and ensure regulatory compliance.
  • Mentor junior team members on technical and operational best practices.
  • Identify cross-selling and growth opportunities for the practice.

Skills

Relationship management
Legal drafting
Fiduciary compliance
Risk management
Leadership
Client onboarding

Education

BA/BComm LLB or equivalent legal qualification
Formal tax qualification
CFP designation

Tools

Microsoft Office

Job description

Our client is seeking an experienced Fiduciary Partner to join their team in South Africa. You will implement and administer estate planning for high-net-worth clients, advise on local and offshore trust structures, and assist with deceased estate reporting.

If you excel at client relationship management, complex fiduciary drafting, and risk-managed advice, this is a premier career opportunity.

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