SENIOR FINANCIAL PLANNER (Estate and Trust Specialist)

SUMMARY:
Provide expert oversight on advanced estate planning strategies, ensuring optimal, tax-strategies.

POSITION INFO:
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 so...