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    Estate Specialist: First National Bank x1

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    Estate Specialist: First National Bank

    Estate Specialist: First National Bank x1

    Job Details

    • Job Title: Estate Specialist

    • Company: First National Bank (Part of FirstRand Group)

    • Location: Bloemfontein, Free State

    • Employment Type: Full-Time

    • Job Requisition ID: R47001

    • Posted: Recently

    • Application Deadline: 14 March 2026

    Job Overview

    First National Bank is looking for an experienced Estate Specialist to manage the full administration of deceased estates in compliance with the Administration of Estates Act 66 of 1965 and other relevant legislation.

    The role requires a legal professional with strong fiduciary experience who can independently handle complex estate matters, particularly those involving high-net-worth clients, business entities, or farming enterprises. The Estate Specialist ensures that estates are administered accurately, efficiently, and within all regulatory requirements.

    Job Description

    The Estate Specialist will oversee the end-to-end administration of deceased estates, ensuring all processes follow legal frameworks and industry best practices.

    Estate Administration

    • Manage the full lifecycle of deceased estates, from onboarding to finalisation.

    • Ensure compliance with the Administration of Estates Act 66 of 1965 and other legal requirements.

    • Prepare and manage estate documentation and legal filings.

    • Ensure estate matters are handled accurately, professionally, and within deadlines.

    Client & Stakeholder Management

    • Build and maintain strong client relationships, particularly with beneficiaries and high-net-worth clients.

    • Manage customer queries, escalations, and complex estate matters.

    • Collaborate with internal teams and external stakeholders involved in estate administration.

    Legal & Financial Analysis

    • Analyse complex estate cases using legal and fiduciary knowledge.

    • Apply knowledge of estate duty, capital gains tax, and income tax related to deceased estates.

    • Manage estates involving business entities, investments, or farming operations.

    Risk & Compliance

    • Ensure estate administration processes follow risk and compliance standards within the financial services industry.

    • Identify potential legal or regulatory risks and implement appropriate controls.

    • Maintain proper documentation and audit trails.

    Minimum Requirements

    Qualifications

    • LLB Degree (Essential)

    • CFP – Certified Financial Planner (Advantageous)

    Experience

    • 5–8 years’ experience administering complex deceased estates.

    • Experience working in a fiduciary or estate administration environment.

    • Experience dealing with high-net-worth clients.

    • Experience managing estates involving businesses or farming enterprises is advantageous.

    Key Skills and Competencies

    • Strong analytical and legal problem-solving skills

    • Excellent drafting and communication abilities

    • Strong stakeholder and relationship management skills

    • Ability to manage complex financial and legal information

    • Strong understanding of risk, compliance, and fiduciary regulations

    • Ability to work under pressure and meet financial targets

    Personal Attributes

    FNB is looking for candidates who are:

    • Adaptable and curious

    • Experienced fiduciary professionals

    • Able to analyse complex information

    • Strong collaborators who can build professional networks

     

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