Search using our robust engine. Get the recommendations you need to get ahead.
Browse through our expansive list of legal practice areas.
Work where you are or where you would like to be. Find where you will work with LawCrossing.
Use our marketplace to feature your opportunity
Start your search today
Set up your account and manage your company profile on LawCrossing
Look through and compare company profiles
Learn from the legal expert
Discover salaries and the scope of your next job
LawCrossing Works Read Testimonials and Share your Story
Carrot Peelers, Sales, Personality and Your Job Search
In-House
Attorney
Litigation - Whistleblower - CFTC
Trusts and Estates
Min 5 yrs required
Consultant Estate Planning Duties: Make a thorough analysis of a clients assets and liabilities and to conduct an Estate Plan that takes into consideration the clients intention whilst at the same time, limits the obligation for the payment of Estate Taxes, utilizing the Will as a core product. Drive a set income target that is related to New Wills, Estate Planning and consultation fees with the clients of Private Bank and where appropriate the affluent sub-segment of Retail Bank. Ensure the quality inflow of new segmented business from distribution channels. Ensure that the income from New Paid Wills are equated to the sale of New Wills. Ensure sales targets are met within targeted distribution channels. Complete Wills on the Chameleon System and when necessary send complex Will Applications directly to the Wills Drafting Office. Review Will Applications received via other channels. Ensure that a proper Estate Plan is executed for the client. Maximise the safe custody of signed Wills by training Private Bank and Retail delivery channels in terms of importance of having customers Wills in safe keeping. Ensure that the signed Will is filed in the Safe Custody office within the agreed turnaround time. Advise and where applicable, create a Trust either Living or Intervivos depending on the needs of the client. Ensure personal sales targets are met after mutual agreement. Promote and drive the awareness of Agency within Private Bank and Retail Bank Affluent sub-segment. Assist the Banker of Private Bank and the Personal Banker of Retail sub-segment in the reporting of Agency. Run campaigns and awareness programmes through the Group branch network. Deal with clients both internally and externally on a professional basis. Drive a professional client services culture by managing the turnover time of Wills drafted and the quality thereof. Sell the Estate Provider Plan via the direct interface with client's both internally and externally. Achieve a set specific target as agreed with management. Adhere to compliance requirements and industry related legislations in order to maintain a high standard of service. Adhere to business processes and controls practice; non-adherence may lead to disciplinary actions. Complete compulsory compliance and legislation training within the required time-frames. Adhere to risk and compliance policies in terms of Environmental Health and Safety, Information Security, Records Management and Money Laundering. Give appropriate advice to clients when discussing Estate Planning issues in order to minimise Estate duties.
Qualification and Experience
Qualifications: B. Degree in Law or LLB or BProc or BJuris or Certified Financial Planning or equivalent NQF level 6 qualification or higher. 5 years experience in Fiduciary Industry, in deceased estates, trust or Wills. Proficient in MS Office (Word, Excel, PowerPoint and Outlook) and the Internet. Honours or Masters Degree in Tax or equivalent NQF level 7 qualification or higher. Advanced Certified Financial Planner or equivalent NQF level 7 qualification or higher. 5 years in Estate Planning field. Preference will be given to South African Citizens and Permanent residents of South Africa in possession of proof of permanent resident status. Deadline: September 6, 2014
Ref - 00164039
Sign Up Now