Senior Financial Planner (Estate and Trust Specialist)

Key Responsibilities:
Lead the design and implementation of advanced estate planning strategies, including trust structures and tax-efficient solutions.
Provide expert advice on estate duty, CGT, income tax, and fiduciary implications.
Review and sign off on complex estate and risk analyses prepared by Financial Planners.
Act as the subject matter expert across estate and fiduciary planning.
Ensure compliance with legislation such as the Estate Duty Act, Income Tax Act, and Trust Property Control Act.
Collaborate with Wealth Planners, Advisors, legal, tax, and fiduciary specialists on complex client cases.
Provide mentorship, training, and technical guidance to Financial Planners.
Oversee estate planning reports, ensuring accuracy, completeness, and top-tier quality.
Monitor legislative changes and adjust strategies accordingly.
Job Experience and Skills Required:
Relevant degree (BCom, Finance, Accounting, or LLB).
Postgraduate Diploma i...