- Company
- FirstRand (FNB)
- Location
- Johannesburg, Gauteng
- Job type
- Permanent
- Minimum qualification
- LLB or BCom Financial Planning or similar, plus CFP® designation
- Reference
- R54061
- Closing date
- 4 November 2026 (closes today)
About this role
FNB Private Banking and Advisory, part of FirstRand (FNB), is looking for a Fiduciary Specialist based in Johannesburg. The role focuses on building fiduciary solutions for clients, from legacy planning to business structuring across more than one jurisdiction.
What you’ll do
- Design customised fiduciary plans, including estate plans and business succession plans.
- Advise clients on tax efficiency, asset protection and passing wealth on to the people they choose.
- Interpret legal, tax and regulatory frameworks and turn them into practical strategies for each client.
- Work with internal and external partners to put solutions in place, while keeping to compliance and audit requirements.
- Manage your client portfolio, look for new clients and grow your network and pipeline.
- Meet revenue targets through advice fees for estate and succession planning work.
- Share your product knowledge with other business units and run training to raise awareness.
- Keep your expert knowledge up to date and ask for feedback and training where it helps.
What you need
- An LLB, or a BCom in Financial Planning or a similar field.
- A CFP® designation.
- At least 5 years of experience in the industry.
- Advantageous: a PGDip in Financial Planning.
- Preferred: a PGDip in Tax.
- Strong skills in analysing complex data sets.
- Ability to be adaptable, curious and to work well in a team.
Is this job for you?
This role suits an experienced financial planning or legal professional who enjoys advising clients on complex wealth and estate matters. You should be comfortable with tax and legal detail and enjoy building relationships with clients and colleagues.
Tips before you apply
- Have your CFP® and qualification certificates ready, and check that your registration details are current.
- Show your 5+ years of experience with examples of estate, legacy or business succession plans you have delivered.
- Highlight any PGDip in Financial Planning or PGDip in Tax, and any revenue or client-growth results you can document.
Before you apply
- Tailor your CV for this Fiduciary Specialist role with our free AI CV builder.
- Write a matching cover letter in two minutes.
- Practise common interview questions so you're ready if they call.
Source: FirstRand (FNB)'s official vacancy page (view original). EmploymentHub is not the employer and does not handle applications.
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