Wills Consultant
Requirements:
Responsibilities (but not limited to):
- Matric
- Tertiary qualification
- RE Certificate
- 2+ years as a Financial Advisor will be beneficial
- Fluent in Afrikaans and English
- Clear criminal and credit record
- Valid drivers' license and own reliable transport
- Positive and go-getter attitude
- Target driven
- Ability to work under pressure
- Client service orientated
Responsibilities (but not limited to):
- Drafting and amending of Wills / Testaments - advising the client on the best way to structure their will to ensure wishes are respected at the time of death
- Estate Planning
- Guiding clients through deceased estate process
- Calculating deceased estate legal expenses
- Liaising with clients
- Effective client service
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