Fiduciary Specialist - Cape Town

To provide a holistic, customized legacy planning solution / advice across jurisdictions to clients in order to optimize their tax position, asset protection and ensure the smooth transition of their assets to relevant heirs after passing.  
             

Relevant Tertiary Qualification and CFP or H.Dip (Tax) (preferably) LLM or relevant Masters.

Minimum 6 years estate planning experience with offshore exposure

 

SENIOR FIDUCIARY SPECIALIST - KZN

To provide a holistic, customised legacy planning solution / advice across jurisdictions to clients in order to optimize their tax position, asset protection and ensure the smooth transition of their assets to relevant heirs after passing.

 

Required QualificationRelevant Tertiary Qualification and a CFP or a H.Dip (Tax) or LLM or relevant Masters.Experience Minimum 10 years estate planning experience with offshore exposure

TRAINING CONSULTANT : FIDUCIARY

Performs needs assessments, then designs and facilitates employee or training materials and programs.
Training can include a variety of topics to meet the Business needs and Experience.

 

Required Qualification Matric working towards ETDP Qualification and or degree/diploma with  3 to 4 Years’ experience in facilitation.

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Address:
 

45 4'th Avenue
Melkbosstrand

7441

South Africa
 

Call
 

T: +27-21-553-4068

 

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