Fiduciary Specialist

To enhance the PPS offering through the provision of Fiduciary Services to Members and to provide training and support to Distribution (Internal and External) on Fiduciary Services.

Key Accountabilities:

• Drive new business sales
• Provide training and support to Distribution
• To obtain buy‑in and support from Distribution

Education:

• LLB or suitable Law Degree or Diploma in Trust and Estate Planning.
• CFP would be an advantage.

Experience:

• At least 5 years’ experience in Fiduciary Services, with a key focus in trust and estate planning.
• Dealing with and engaging with Distribution Channels.
• Dealing with the professional and Private Client markets.

Knowledge and Skills :

• An in-depth knowledge of Fiduciary Services, including:
• Wills drafting
• Estate administration
• Trust administration
• Trust and Estate planning

Competencies :

• Strong interpersonal skills.
• Ability to build strong relationships and to expand network of support.
• Ability to engage and obtain support from Distribution.
• Ability to provide training on Fiduciary Services to Distribution.
• Resilience.
• Ability to work without supervision.
• Ability to drive regional sales.
• Ability to co-ordinate and act as a liaison between client/broker or planner/product provider.