Senior Financial Planner (Estate and Trust Specialist)

SUMMARY:

MUST BE LOCATED IN CAPE TOWN
If you’re the kind of Financial Planner who gets excited about estate duty calculations, enjoys untangling complex trust structures, and secretly judges poorly drafted wills, then this one might be for you. We’re looking for a Senior Financial Planner (Estate & Trust Specialist) who knows their fiduciary law like a chef knows their secret recipe and isn’t afraid to use it.

Our client, a highly regarded player in the wealth planning space, is seeking a seasoned professional to join their team. This role sits within a sophisticated Wealth Planning division and focuses on delivering expert-level estate and fiduciary advisory services to high-net-worth clients. In this role, you’ll be the go-to authority on complex estate structures, trusts, and tax-efficient planning strategies. You will lead from the front, guiding Financial Planners, influencing client strategy, and ensuring that every recommend...