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FNB South Africa
Fiduciary Specialist- GeorgeFNB South Africa • George, ZA
Fiduciary Specialist- George

Fiduciary Specialist- George

FNB South Africa • George, ZA
8 days ago
Job description

Job Description

  • To provide a holistic, customised legacy planning solution / advice to clients in order to optimize their tax position, asset protection and ensure the smooth transition of their assets to relevant heirs after passing.

Are you someone who can:

  • Continuously focus on providing optimal services and improving service delivery processes to meet or exceed customer expectations
  • Manage client portfolio and identify opportunities to expand customer base and acquire new clients. Achieve revenue target through advice charges to clients and advisors for estate plan and business succession plan drafting
  • Provide subject matter expertise and maintain expert knowledge on specific local products
  • Drive and promote corporate image and market penetration and provide training to other business units to increase product awareness
  • Ensure compliance to legislative and audit requirements and adherence to relevant processes
  • Build working relationships across teams and functional lines in order to enhance work delivery, collaboration and innovation
  • Deliver exceptional customer service that exceeds customers’ expectations through proactive, innovative and appropriate solutions • Identify and implement on opportunities for revenue growth in order to deliver on targets
  • Build and maintain an effective network and pipeline for further expansion of business within area of accountability
  • Continuously assess own performance, seek timely and clear feedback and request training where appropriate

You will be an ideal candidate if you:

  • LLB or BCom Financial Planning or similar, PGDip in Financial Planning and CFP® designation. Preference will be given to candidates who also have a PGDip in Tax
  • 5 years or more industry related experience

You will have access to:

  • Opportunities to network and collaborate
  • A challenging working environment
  • Opportunities to innovate

We can be a match if you are:

  • Adaptable and curious
  • Analyse complex data sets
  • Thrive in a collaborative environment

End Date: September 14, 2026

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Fiduciary Specialist- George • George, ZA

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