Estate Planner

Swellendam, Western Cape, South Africa

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Minimum Requirements:

Minimum of 5 years of experience in Estate Planning of which at least 2 years is in a Managerial capacity
Experience in the drafting wills essential
Bachelors Degree in Finance | Accounting | Law | Business Administration, or a related field
Additional certifications in Estate Planning will be advantageous
Must be able to meet deadlines on a monthly basis
Excellent attention to detail and organizational skills
Deliver comprehensive Estate Planning services, including Will Drafting, Tax Strategies, and Succession Planning
Proficiency in legal and Estate Planning software as well as MS Office
Must have strong leadership, communication, and interpersonal skills
Must have contactable references
Must be able to provide pay slips on request

Salary Structure:

Salary package of up to R 30 000, negotiable based on experience and qualifications

(Only suitable candidates will be shortlisted and contacted within 14 days)

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