Senior financial planner (estate and trust specialist)

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 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 Financial Planners. Provide expert advice on estate duty, capital gains tax, income tax, and fiduciary implications. Design and implement optimal structuring solutions aligned to client financial objectives. Contribute to the development and enhancement of estate planning frameworks and advisory methodologies. Identify and mitiga...