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.
-Lead the development of complex estate planning strategies, including trusts,tax-efficient structures, and cross-border considerations.
-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.
-Strong analytical and problem-solving skills.
-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).
