A vacancy exists for an experienced Estate Planner based in Swellendam. The successful incumbent will be a seasoned professional with a passion for estate planning and expertise in drafting wills.
Minimum requirements:
- Bachelor’s degree in Accounting, Law, Business Administration, or a related field.
- Additional certifications in estate planning or relevant areas are advantageous.
- Minimum of 5 years of experience in estate planning, with a proven track record in drafting wills.
- At least 2 years of managerial experience is required, demonstrating effective team leadership and project management skills.
Required skills:
- Strong managerial and leadership capabilities.
- Expertise in estate planning and will drafting.
- Excellent organizational and administrative skills.
- Proficiency in legal and estate planning software, as well as Microsoft Office Suite.
- Exceptional attention to detail and analytical skills.
- Strong communication and interpersonal skills, with the ability to build rapport with clients and colleagues.
Role and responsibilities:
Estate Planning: - Develop and implement comprehensive estate plans that align with clients' goals and objectives.
- Provide expert guidance on asset protection, wealth transfer, tax strategies, and succession planning.
Will Drafting: - Prepare, review, and finalize wills and related estate planning documents.
- Ensure all documents comply with current legal standards and accurately reflect clients' wishes and intentions.
Team Management: - Lead and manage a team of estate planning professionals.
- Oversee daily operations, provide mentorship and training, and promote a positive and efficient work environment.
Client Consultations: - Conduct detailed consultations with clients to understand their estate planning needs.
- Offer clear, professional advice and ensure clients are fully informed throughout the planning process.
Compliance and Quality Assurance: - Ensure all estate planning activities adhere to legal and regulatory requirements.
- Maintain high standards of accuracy and quality in all documentation and processes.
Process Improvement: - Continuously assess and improve estate planning processes to enhance efficiency and client satisfaction.
- Stay abreast of industry trends and best practices to ensure our services remain cutting-edge.