SENIOR FINANCIAL PLANNER (Estate and Trust Specialist)

Recruiter:

HR Genie

Job Ref:

F3926D PTA WP FPLAN

Date posted:

Friday, July 3, 2026

Location:

Pretoria, South Africa

Salary:

Market related

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 solutions aligned to client financialobjectives. -Contribute to the development and enhancement of estate planningframeworks and advisory methodologies -Identify and mitigate risks associated with estate structures and financialplanning solutions. -Ensure compliance with relevant legislation (Estate Duty Act, Income Tax Act,Trust Property Control Act). -Provide technical approval on complex estate planning structures andrecommendations. -Act as subject matter expert in estate and fiduciary planning across thebusiness. Your minimum of 10 years' experience in estate planning is essential including complex estate and trust structures. Education: -A relevant financial qualification(e.g. BCom in Finance, Accounting,or LLB degree). -A Postgraduate Diploma in Financial Planning and registration as a CertifiedFinancial Planner (CFP®) is required. -An Advanced Diploma in Estate Planning is required. Competencies: -Advanced knowledge of estateplanning, fiduciary law, and taxlegislation. -Strong analytical and problem-solving skills. -Strategic thinking and soundjudgement. -Excellent written and verbalcommunication skills. -Ability to influence and advisesenior stakeholders. -High attention to detail andaccuracy. -Proficiency in Microsoft Office(advanced Excel).

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