SENIOR FINANCIAL PLANNER (Estate and Trust Specialist)

A well known and established financial institution is seeking to hire a Senior Financial Planner (Estate and Trust Specialist) to lead and provide expert oversight on advanced estate planning strategies, ensuring optimal, tax-efficient structuring of client portfolios, while maintaining governance, compliance, and technical excellence across all client solutions.

Responsibilities will include:

• Oversee consolidation and validation of all policies and investments.

• Review, validate, and sign off on estate and risk analyses prepared by FinancialPlanners.
• Provide expert advice on estate duty, capital gains tax, income tax, and fiduciaryimplications.
• Design and implement optimal structuring solutions aligned to client financialobjectives.
• Contribute to the development and enhancement of estate planningframeworks and advisory methodologies
• Identify and mitigate risks associated with estate structures and financialplanning solutions.
• Ensure compliance with relevant legislation (Estate Duty Act, Income Tax Act,Trust Property Control Act).
• Provide technical approval on complex estate planning structures andrecommendations.
• Act as subject matter expert in estate and fiduciary planning across thebusiness.

Your minimum of 10 years' experience in estate planning is essential including complex estate and trust structures.

Education:

• A relevant financial qualification(e.g. BCom in Finance, Accounting,or LLB degree).
• A Postgraduate Diploma in Financial Planning and registration as a CertifiedFinancial Planner (CFP®) is required.
• An Advanced Diploma in Estate Planning is required.

Competencies:

• Advanced knowledge of estateplanning, fiduciary law, and taxlegislation.

• Strategic thinking and soundjudgement.
• Excellent written and verbalcommunication skills.
• Ability to influence and advisesenior stakeholders.
• High attention to detail andaccuracy.
• Proficiency in Microsoft Office(advanced Excel).