Knysna: Financial Advisor/ Trust Officer posted by Hire Resolve
Posted on 2025-05-19 00:00:00
| Employer | Hire Resolve |
|---|---|
| Category | Other Finance/Accounting |
| Location | Western Cape / Knysna |
Job Summary
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 & 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: hireresolve.us or email us your CV: *****@*****.co.za
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.
Click Go Apply to apply online!
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