Financial Advisor/ Trust Officer

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.

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