Fiduciary Specialist
Location: Cape Town, South Africa
Department: Carrick Consult
Start Date: As soon as possible.
Closing date: 10 September 2024
Apply for this role
Applications are invited for a Fiduciary Specialist. If you are passionate about making a difference in the fiduciary services industry and are looking for a rewarding career with a company that values expertise, innovation, and client satisfaction, Carrick Consult is the place for you.
What We Offer
- Competitive commission-based compensation structure.
- Supportive team environment with access to a broad client base.
- Opportunities for professional growth and development.
- Consistent and proven lead generation.
Qualifications & Requirements
- Minimum requirement: a Law or commercial degree, registration with FISA.
- Proven experience in estate planning, will drafting, trust administration, and fiduciary services.
- In-depth knowledge of South African fiduciary and estate planning laws.
- Strong client management and communication skills.
- Ability to work independently and efficiently manage multiple client portfolios.
- Relevant qualifications and professional certifications in fiduciary services are advantageous.
Personal Attributes
- Solutions oriented.
- High level of professionalism and confidentiality.
- Self-managed.
- Stress tolerance.
- Able to thrive in a high pressure, fast paced environment.
- An unquestionable work ethic.
- Excellent judgement, interpersonal and decision- making skills.
Why Work With Us
Expertise and Reputation: With a team of highly qualified fiduciary specialists, Carrick Consult has established a strong reputation for excellence and reliability in the industry. We pride ourselves on our in-depth knowledge of South African fiduciary laws and our commitment to upholding the highest standards of professional integrity.
Client-Centric Approach: At Carrick Consult, our clients are at the heart of everything we do. We prioritize building long-lasting relationships based on trust, transparency, and mutual respect. Our bespoke services are designed to meet each client’s specific needs, ensuring their financial well-being and peace of mind.
Innovative Solutions: We stay ahead of industry trends by continuously innovating and adapting our services. Our forward-thinking approach allows us to offer cutting-edge fiduciary solutions that address the evolving financial landscape and our clients’ changing needs.
Collaborative Work Environment: Join a dynamic and supportive team where collaboration and professional growth are encouraged. At Carrick Consult, we believe in nurturing talent and providing opportunities for our employees to expand their expertise and advance their careers.
Commitment to Excellence: Our dedication to excellence extends beyond our services to our workplace culture. We foster an environment that values diversity, inclusivity, and continuous improvement, ensuring our team members feel valued and empowered.
Join us in providing exceptional fiduciary services and shaping the financial future of our clients!