10 000+

Finance jobs in South Africa

Senior Fiduciary Advisor for UHNW Estate & Tax Planning

Nedbank Private Wealth

Cape Town
On-site
ZAR 800,000 - 1,200,000
Today
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Retail Store Manager (Luxury / High End Brands)

Emporium Human Capital

Gauteng
On-site
ZAR 200,000 - 300,000
Today
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Senior Fiduciary Sales & Strategy Lead

Bebeefiduciary

Johannesburg
On-site
ZAR 600,000 - 800,000
Today
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Sales Business Development Executive (BDM)

Weskus Personeel

Cape Town
On-site
ZAR 60,000 - 100,000
Today
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Head of Investment Strategy & Portfolio Management

Sinakho Staffshop (Pty) Ltd

Gauteng
On-site
ZAR 500,000 - 600,000
Today
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Financial Sector Expert

Bebeefiduciary

Johannesburg
On-site
ZAR 600,000 - 800,000
Today
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Technical Support Advisor

Concentrix

Cape Town
On-site
ZAR 200,000 - 300,000
Today
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Debtors Clerk & Credit Control Specialist

Regent Lighting Solutions

Johannesburg
On-site
ZAR 50,000 - 200,000
Today
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Operations Administrator Germiston

Dgl Hr

Gauteng
On-site
ZAR 200,000 - 300,000
Today
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System Administrator

Belay Talent Solutions

Pretoria
On-site
ZAR 600,000 - 800,000
Today
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Debtors Clerk

Regent Lighting Solutions

Johannesburg
On-site
ZAR 50,000 - 200,000
Today
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Xero-Savvy Bookkeeper & Accountant for Client Accounts

Attain People

Cape Town
On-site
ZAR 350,000 - 450,000
Today
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Chief Technology Officer - Software Development Lead

Bebeesoftware

Cape Town
On-site
ZAR 400,000 - 500,000
Today
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Merchant Financing Advocate & Housing Growth Champion

Evolution Group

Gauteng
On-site
ZAR 200,000 - 300,000
Today
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Financial Performance & Modelling Analyst

Neptune

Gauteng
On-site
ZAR 400,000 - 600,000
Today
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Legal Developments Manager

Staff Solutions Recruitment

Cape Town
On-site
ZAR 200,000 - 300,000
Today
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Senior Wealth Planner & Client Advisor — Mentorship

Iwcp: Insurance & Wealth Creation Professionals

Johannesburg
On-site
ZAR 300,000 - 400,000
Today
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Intermediate Travel Designer: Staff Travel

Wilderness Safaris

Johannesburg
On-site
ZAR 200,000 - 300,000
Today
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Clinical Technician

Mediclinic Group

Cape Town
On-site
ZAR 450,000 - 550,000
Today
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Reception Manager

Numeral XII (Pty) Ltd.

Cape Town
On-site
ZAR 30,000 - 50,000
Today
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Head Early-Stage Collections

Nedbank Private Wealth

Johannesburg
On-site
ZAR 200,000 - 300,000
Today
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Senior Automation Engineer - Banking QA & CI Leader

Edge Executive Search Group

Gauteng
On-site
ZAR 600,000 - 850,000
Today
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Software Engineer (Python)

Takealot.Com

Gauteng
Hybrid
ZAR 600,000 - 900,000
Today
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Remote UK Client Advisory Accountant (ACCA)

The Legends Agency

Welkom
Remote
ZAR 200,000 - 300,000
Today
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Subject Head (five-year contract) (Job ID 6280)

UFS

Bloemfontein
On-site
ZAR 200,000 - 300,000
Today
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Senior Fiduciary Advisor for UHNW Estate & Tax Planning
Nedbank Private Wealth
Cape Town
On-site
ZAR 800 000 - 1 200 000
Full time
Today
Be an early applicant

Job summary

A leading financial services firm in Cape Town seeks a fiduciary advisor to provide integrated specialist advice to support wealth managers and financial planners. The role involves direct client interactions with ultra-high-net-worth and high-net-worth clients, focusing on estate and tax planning, compliance, and training. Candidates should have 7-10 years of experience in wealth management and relevant qualifications. Excellent communication skills and technical knowledge are essential for success in this position.

Qualifications

  • 7-10 years working experience in wealth management or private wealth environment.
  • Experience advising on estate and tax planning, legal ownership options, and wealth structuring.
  • International trust and fiduciary advisory services experience.

Responsibilities

  • Provide day-to-day fiduciary advisory technical support.
  • Design and embed estate planning capabilities.
  • Provide technical expertise to ultra-high-net-worth and high-net-worth clients.
  • Contribute to training and upskilling of client-facing employees.
  • Ensure national compliance and risk management processes.

Skills

Technical/Professional Knowledge and Skills
Advancing Sales Discussions
High-Impact Communication
Influencing
Decision Making
Coaching

Education

Advanced Diplomas/National 1st Degrees
Law Degree
Postgraduate Diploma in Financial Planning
Tax qualification - Higher Diploma

Tools

Relevant Software and System Knowledge
Job description
A leading financial services firm in Cape Town seeks a fiduciary advisor to provide integrated specialist advice to support wealth managers and financial planners. The role involves direct client interactions with ultra-high-net-worth and high-net-worth clients, focusing on estate and tax planning, compliance, and training. Candidates should have 7-10 years of experience in wealth management and relevant qualifications. Excellent communication skills and technical knowledge are essential for success in this position.

* The salary benchmark is based on the target salaries of market leaders in their relevant sectors. It is intended to serve as a guide to help Premium Members assess open positions and to help in salary negotiations. The salary benchmark is not provided directly by the company, which could be significantly higher or lower.