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Financial Consultant Financial Advisor

Financial Advisor​/Trust Officer

Job in Knysna, 6570, South Africa
Listing for: Hire Resolve
Full Time position
Listed on 2025-12-10
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Advisor
Job Description & How to Apply Below
Position: Financial Advisor/ Trust Officer
Location: Knysna

Overview

Job Title:

Financial Advisor/Trust Officer

Hire Resolve’s client in Knysna is seeking a knowledgeable and experienced financial advisor/trust officer to provide comprehensive financial advice and services to their clients. The ideal candidate will have a strong understanding of investment strategies, estate planning, and trust administration. They will also have excellent communication skills and the ability to build and maintain strong relationships with clients.

Responsibilities:

  • Develop and implement personalized financial strategies for clients based on their goals and risk tolerance
  • Provide investment advice and recommendations to help clients achieve their financial objectives
  • Assist clients with estate planning, including wills, trusts, and other related services
  • Administer trusts and manage assets on behalf of clients
  • Monitor and review client portfolios on a regular basis to ensure they remain aligned with their financial goals
  • Stay current on market trends, economic indicators, and regulatory changes that may impact client portfolios

    • Requirements:

  • Bachelor’s degree in Finance, Business, Economics, or related field.
  • Proven experience as a Financial Advisor or Trust Officer.
  • Strong knowledge of financial planning strategies, investment products, and trust administration.
  • Certified Financial Planner (CFP) certification preferred.
  • Familiarity with relevant laws and regulations, such as fiduciary responsibilities and estate planning.
  • Excellent communication and interpersonal skills, with the ability to build rapport and trust with clients.
  • Strong analytical and problem-solving abilities.
  • Ability to work independently and as part of a team.
  • Proficiency in financial software and tools.
  • Attention to detail and high level of accuracy.
  • Ability to handle confidential information with sensitivity and discretion.
  • Exceptional organizational and time management skills.
  • Professional ethics and integrity.
  • Minimum of 8+ years of experience in financial planning, trust administration, or a related field
  • Preferences will be given to those who have experience in trust, wills and deceased estates and/or tax advisory services

    • Benefits:

  • Salary: R540K/yr – R600K/yr, salary negotiable
  • Training & Development
  • Paid Time Off (PTO) (if applicable)

    • Contact Hire Resolve for your next career-changing move.

  • Salary: negotiable.
  • Our client is offering a highly competitive salary for this role based on experience.
    • Full Time

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