Estate Specialist

Job Description To manage the professional onboarding, administration, and finalisation of deceased estates in full compliance with the Administration of Estates Act 66 of 1965 and all applicable legislation. Ensure accuracy, timeliness, and strict adherence to legal and procedural standards throughout the estate administration process. Hello Estates Specialist Welcome to FNB, the home of the #changeables. We design for the shapeshifters and deliver products and services that make us incredibly proud of people that make it happen.

As part of our Estates Specialist team, you will be surrounded by unique professionals with, diverse minds, and an adaptable environment that lives up to the promise of staying curious. Now’s the time to imagine your potential in a team where experts come together and ignite effective change

This position is based in Bloemfontein. Applicants should be willing and able to work from this location.

• Independently manage end to end Deceased Estates Administration in terms of the administration of estates act
• Manage customer relationships and escalations
• Analytical thinker and ability to utilise legal background/knowledge to problem solve complexities that arise in estate administration
• Understanding and practical knowledge of Business entities, Estate Duty, Capital gains and Income tax relating to deceased estates
• Good drafting skills and communication.
• Ability and understanding of risk and compliance features within financial (fiduciary) industry and managing complexity
• Strong stakeholder management
• Deep Knowledge in Farming Properties, Companies and CC’s as part of Estate Administration

• LLB degree essential CFP advantageous
• Minimum of 5 - 8 years’ experience administering complex deceased estates/high net worth clients within a Fiduciary environment
• Experience in dealing with businesses enterprises and farming properties advantageous
• Ability to work under pressure and meet financial targets

• Opportunities to network and collaborate
• Opportunities for self-development
• A challenging working environment
• Opportunities to innovate

We can be a match if you are:
An experienced fiduciary professional Adaptable and curious Able to analyse complex information Thrive in collaborative environments and build networks #post #fnb #LI-LK1

Take note that applications will not be accepted on the below date and onwards, kindly submit applications ahead of the closing date indicated below. 12/08/26

All appointments will be made in line with First Rand Group’s Employment Equity plan.

The Bank supports the recruitment and advancement of individuals with disabilities.

In order for us to fulfill this purpose, candidates can disclose their disability information on a voluntary basis.

The Bank will keep this information confidential unless we are required by law to disclose this information to other parties.

First Rand provides a comprehensive range of financial services in South Africa and certain markets in broader Africa. The group also offers certain niche products and services in the UK and India. Listed on the Johannesburg Stock Exchange (JSE) and the Namibian Stock Exchange (NSX), First Rand Limited is the largest financial institution by market capitalisation in Africa. The group follows a multi-branding approach.

Its portfolio of financial services businesses includes FNB, RMB, Wes Bank, Ashburton Investments, Aldermore, Moto Novo and Direct Axis. Many are leaders in their respective segments and markets, offering transactional, lending, investment and insurance products and services The First Rand Corporate Centre houses many of the critical functions required by a large and complex financial services group. The group's track record of delivering superior returns to shareholders has been achieved through a combination of organic growth, acquisitions, innovation and the creation of completely new businesses.

The group’s purpose of delivering Shared Prosperity provides many opportunities for employees to innovate to address social and environmental challenges in our markets. All of our businesses have successful Volunteering programmes which also allow employees to adopt and support causes close to their hearts.