Fiduciary Partner | Sandton Gauteng

The Recruitment Council is actively recruiting for a Fiduciary Partner | Sandton position in Gauteng. This is an excellent opportunity for professionals in the Finance / Accounting / Audit sector looking to advance their careers.

• Experience Level: 10 years • Educational Background: Bachelor or equivalent • Industry Focus: Finance / Accounting / Audit • Location Preference: in Gauteng

Financial professionals like Fiduciary Partner | Sandton are vital for organizational stability and compliance. This role offers the opportunity to impact business strategy and financial health.

This role in Finance / Accounting / Audit offers valuable career progression opportunities aligned with your experience level and professional aspirations.

When applying for this Fiduciary Partner | Sandton position, ensure your CV highlights: • Relevant experience matching the 10 years requirement • Educational qualifications in line with Bachelor • Specific achievements in the Finance / Accounting / Audit field • Any certifications or specialized training

The Finance / Accounting / Audit sector in South Africa continues to show strong demand for skilled professionals. This position represents a valuable opportunity in the current job market.

---

Our client is seeking an experienced, dynamic, and strategic Fiduciary Partner to join their team. In this role, you will implement and administer estate planning solutions for high-net-worth clients, provide expert guidance on local and offshore trust structures, act as a professional representative trustee, and assist with deceased estate reporting. If you excel at client relationship management, complex legal/fiduciary drafting, and risk-managed advice, this is an exceptional career opportunity.

Protect institutional integrity by delivering consistent, professional client service and building long-lasting relationships. Partner with Wealth Advisors on business development initiatives, proposals, and client onboarding. Provide expert advice on fiduciary, tax, estate planning, and local/offshore structuring matters. Schedule and conduct professional client consultations and annual trustee meetings. Accurately draft fiduciary documentation, including Wills, trust deeds, reports, resolutions, agreements, and estate reporting documents. Perform estate duty and relevant fiduciary calculations. Oversee trust administration and ensure full compliance with governing legislation, local regulations (Master of the High Court, SARS, FICA, FAIS, POPIA, FATCA, exchange control), and corporate governance. Liaise with deceased estate teams, heirs, and advisors on progress and administration. Identify cross-selling and business growth opportunities while ensuring practice commerciality. Mentor and guide junior team members on technical and operational best practices. Collaborate with internal forums to assess advice risk, contribute to house views, and present solutions. Write articles, present updates, and stay ahead of market trends and legislative changes.

Education: BA/BComm LLB or equivalent legal qualification. Advantageous: Formal tax qualification, CFP designation, or deep knowledge of trust and estate taxes. Experience: Preferably an admitted attorney with 10+ years of post-articles experience in the fiduciary industry. Systems: Proficient in Microsoft Office packages with a strong capability to adopt technical software platforms. Languages: Bi-lingual skills (English and Afrikaans) preferred. Technical Expertise: Comprehensive knowledge of estate planning, trust administration, deceased estates, and local/international fiduciary compliance. Communication & Negotiation: Exceptional written/verbal skills with strong drafting ability and diplomatic relationship management. Work Ethic & Mindset: Highly self-motivated, proactive, detail-oriented, and capable of prioritizing under pressure. Integrity: High standards of ethics, confidentiality, and personal accountability.