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Wills Consultant

Employer
Stonebridge HR Solutions
Location
Johannesburg Gauteng, Johannesburg Gauteng, South Africa
Salary
Competitive
Closing date
Nov 29, 2021

View more

Job Role
Other
Sector
Finance
Contract Type
Permanent
Hours
Full Time
Requirements:
  • 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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