Financial Advisor / Estate Planning Broker - Pretoria East

Are you an experienced estate planning professional with a passion for helping clients protect their wealth and secure their legacy? We are seeking a motivated and client-focused Estate Planning Broker to join our client's growing team in Pretoria East.
About the Role
As an Estate Planning Broker, you will provide expert guidance to clients on estate planning solutions, ensuring their assets are protected and distributed according to their wishes. You will build lasting client relationships, identify estate planning needs, and offer tailored solutions, including wills, trusts, beneficiary planning, and related financial services.

Key Responsibilities

• Develop and manage a portfolio of new and existing clients.


• Conduct comprehensive estate planning consultations.


• Advise clients on wills, trusts, estate administration, and succession planning.


• Identify opportunities...