Estate Specialist- FNB x1
Job Details
- Job Title: Estate Specialist
- Company: FNB / FirstRand
- Location: Bloemfontein, Free State
- Employment Type: Full-time
- Job Requisition ID: R50098
- Industry: Banking / Financial Services
- Closing Date: 09 October 2026
Job Description
FNB is looking for an experienced Estate Specialist to manage the professional onboarding, administration and finalisation of deceased estates. The successful candidate will manage estates from start to finish while ensuring compliance with the Administration of Estates Act 66 of 1965 and all applicable legislation.
The role requires strong legal and fiduciary knowledge, particularly in handling complex deceased estates and high-net-worth clients. The successful candidate will also manage customer relationships, stakeholder expectations, risk and compliance requirements, and complex estate matters involving businesses and farming properties.
Responsibilities
- Manage the end-to-end administration of deceased estates.
- Ensure estates are administered in accordance with the Administration of Estates Act and applicable legislation.
- Professionally onboard and administer new deceased estates.
- Ensure the accurate and timely finalisation of estates.
- Manage customer relationships and resolve escalated matters.
- Apply legal knowledge and analytical skills to resolve complex estate administration issues.
- Deal with business entities, farming properties, companies and close corporations as part of estate administration.
- Apply knowledge of Estate Duty, Capital Gains Tax and Income Tax relating to deceased estates.
- Draft relevant correspondence and documentation accurately and professionally.
- Manage risk and compliance requirements within the fiduciary environment.
- Ensure all estate administration activities comply with legal and procedural standards.
- Manage relationships with internal and external stakeholders.
- Handle complex matters involving high-net-worth clients.
- Work effectively under pressure while meeting financial and operational targets.
- Maintain strong communication and stakeholder-management practices.
Requirements
Qualifications
- LLB degree – Essential.
- CFP qualification – Advantageous.
Experience
- 5–8 years’ experience administering complex deceased estates.
- Experience dealing with high-net-worth clients within a fiduciary environment.
- Experience with business enterprises will be advantageous.
- Experience dealing with farming properties will be advantageous.
Skills & Competencies
- Strong knowledge of deceased estate administration.
- Knowledge and practical understanding of business entities.
- Understanding of Estate Duty, Capital Gains Tax and Income Tax relating to deceased estates.
- Strong legal and analytical problem-solving skills.
- Excellent drafting and communication skills.
- Strong understanding of risk and compliance within the financial/fiduciary industry.
- Strong stakeholder-management skills.
- Ability to manage complex estate matters independently.
- Strong customer relationship-management skills.
- Ability to work under pressure and meet financial targets.
- Adaptable, curious and analytical approach.
- Ability to collaborate effectively and build professional networks.
Additional Information
This position is based in Bloemfontein, and applicants should be willing and able to work from this location.
FNB offers opportunities for networking and collaboration, self-development, innovation and working in a challenging professional environment.
Closing Date: 09 October 2026