Wills Consultant
Stonebridge HR Solutions
Johannesburg, Gauteng, ZA
14h ago
Requirements :
  • Matric
  • Matric
  • Tertiary qualification
  • RE Certificate
  • 2+ years as a Financial Advisor will be beneficial
  • Fluent in Afrikaans and English
  • Clear criminal and credit record
  • Valid drivers' license and own reliable transport
  • Positive and go-getter attitude
  • Target driven
  • Ability to work under pressure
  • Client service orientated
  • Responsibilities (but not limited to) :

  • Drafting and amending of Wills / Testaments - advising the client on the best way to structure their will to ensure wishes are respected at the time of death
  • Estate Planning
  • Guiding clients through deceased estate process
  • Calculating deceased estate legal expenses
  • Liaising with clients
  • Effective client service
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