Financial Advisor/ Trust Officer

Hire Resolve

Knysna, Western Cape
Permanent
Full-time

1 month ago

Job Summary Job Title: Financial Advisor/Trust OfficerHire 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 & Development
Paid Time Off (PTO) (if applicable)

Contact Hire Resolve for your next career-changing move.

Salary: negotiable.
Our client is offering a highly competitive salary for this role based on experience.
Apply for this role today, contact Georgia Keogh at Hire Resolve or on LinkedIn
You can also visit the Hire Resolve website:

or email us your CV: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.Hire ResolveIT/ComputerRecruiterAboutSpecialists in Civil, Structural, Mechanical Engineering, Information Technology, Mining, Manufacturing and Finance Careers! Hire Resolve is one of the larger and more agile South African recruitment companies that focus on placing professionals and skilled people in permanent employment and contract employment. We prefer and focus on working with top quality professionals and candidates in South Africa and Africa. Hire Resolve has successfully placed Engineering, Mining, IT, Manufacturing and Finance professionals with top firms across the Western Cape, Eastern Cape, KwaZulu Natal, Gauteng and in Africa. Hire Resolve has assisted candidates to find jobs at over 100 JSE listed companies of which many are global companies with offices and operations in South Africa and Africa. It is for this reason that we are well respected in the industries we operate in and in the recruitment industry.

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