Senior fanancial planner

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. 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 r...