Our client, a well‑established group of companies, is looking for a Senior Financial Planner with strong planning skills and solid analytical abilities. This is the ideal position for someone who wants to build their career by working for a company with an excellent reputation.

Education

• A Postgraduate Diploma in Financial Planning and registration as a Certified Financial Planner (CFP) is required.
• An Advanced Diploma in Estate Planning is required.

Experience Required

• A minimum of 10 years’ experience in estate planning, including complex estate and trust structures.

Knowledge

• Advanced knowledge of estate planning, fiduciary law, and tax legislation.

Skills

• Proficient in English and Afrikaans;
• Analytical/technical.

Responsibilities

• Oversee consolidation and validation of all policies and investments. ...