Estate Specialist

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Construction & Real EstateReal Estate Specialist

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Job Description To manage the professional onboarding, administration,

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Construction & Real EstateReal Estate Specialist

To manage the professional onboarding, administration, and finalisation of deceased estates in full compliance with the Administration of Estates Act 66 of 1965 and all applicable legislation. Ensure accuracy, timeliness, and strict adherence to legal and procedural standards throughout the estate administration process.

Hello Estates Specialist

Welcome to FNB, the home of the #changeables. We design for the shapeshifters and deliver products and services that make us incredibly proud of people that make it happen.

As part of our Estates Specialist team, you will be surrounded by unique professionals with, diverse minds, and an adaptable environment that lives up to the promise of staying curious. Now’s the time to imagine your potential in a team where experts come together and ignite effective change

This position is based in Bloemfontein. Applicants should be willing and able to work from this location.

Independently manage end to end Deceased Estates Administration in terms of the administration of estates act
Manage customer relationships and escalations
Analytical thinker and ability to utilise legal background/knowledge to problem solve complexities that arise in estate administration
Understanding and practical knowledge of Business entities, Estate Duty, Capital gains and Income tax relating to deceased estates
Good drafting skills and communication.
Ability and understanding of risk and compliance features within financial (fiduciary) industry and managing complexity
Strong stakeholder management
Deep Knowledge in Farming Properties, Companies and CC’s as part of Estate Administration

LLB degree essential
CFP advantageous
Minimum of 5 - 8 years’ experience administering complex deceased estates/high net worth clients within a Fiduciary environment
Experience in dealing with businesses enterprises and farming properties advantageous
Ability to work under pressure and meet financial targets

Opportunities to network and collaborate
Opportunities for self-development
A challenging working environment
Opportunities to innovate

An experienced fiduciary professional
Adaptable and curious
Able to analyse complex information
Thrive in collaborative environments and build networks

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09/10/26

All appointments will be made in line with FirstRand Group’s Employment Equity plan. The Bank supports the recruitment and advancement of individuals with disabilities. In order for us to fulfill this purpose, candidates can disclose their disability information on a voluntary basis. The Bank will keep this information confidential unless we are required by law to disclose this information to other parties.