SENIOR FINANCIAL PLANNER (Estate and Trust Specialist)

Recruiter:

HR Genie

Job Ref:

F3926 CPT WP FPLAN

Date posted:

Friday, July 3, 2026

Location:

City of Cape Town, 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).

Similar jobs you might be interested in:

SENIOR FINANCIAL PLANNER (Estate and Trust Specialist)
Location: City Of Cape Town
Salary: Market related
Provide expert oversight on advanced estate planning strategies, ensuring optimal, tax-strategies.
8 days ago

SENIOR FINANCIAL PLANNER (Estate and Trust Specialist)
Location: Pretoria
Salary: Market related
Provide expert oversight on advanced estate planning strategies, ensuring optimal, tax-strategies.
8 days ago

Senior Financial Planner (Estate and Trust Specialist)
Location: Pretoria
Salary:
If you’re a highly experienced financial planner who thrives on structuring complex, tax-efficient estate solutions and enjoys being the trusted technical expert in a high-performance environment, this senior financial planner opportunity could be your next career move. Join a forward-thinking wealth planning team where precision, expertise, and innovation drive client success.
15 days ago

Senior Financial Accountant
Location: Johannesburg
Salary: 600 000
Retail Never Sleeps… Neither Do Great Numbers.Every sale, every promotion and every stock movement tells a financial story.We're looking for a senior financial Accountant who can turn those numbers into meaningful insights, ensure financial excellence and help a leading retailer stay ahead of the competition.
1 day ago

Senior Financial Manager
Location: Cape Town
Salary: 1 300 000 Annually
A leading fintech company is looking for the financial Manager to oversee financial operations, reporting, compliance, and financial planning for the company. This role will be responsible for treasury oversight, audit management, forecasting, regulatory compliance, and financial operations across multiple African jurisdictions, while supporting a complex multi-entity structure and driving strong ...
1 day ago

Senior Financial Manager
Location: Cape Town
Salary: 1 300 000 Annually
A fast-growing fintech company is looking for a Head of Finance to lead its finance function and support its continued expansion across Africa. This strategic leadership role will be responsible for the full finance function across multiple African jurisdictions, including financial planning and forecasting, treasury management, compliance, reporting, and team leadership. If you're passionate abou...
3 days ago

Senior Financial Manager
Location: Cape Town
Salary: 1 800 000 Annually
Are you a commercially minded finance leader who thrives in fast-paced, high-growth technology environments? This is an opportunity to take ownership of a finance function that requires structure, leadership, and strategic direction. Working closely with the General Manager, you will assess current operations, implement best-practice financial processes, strengthen governance, and lead the finance...
4 days ago

Senior Financial Accountant
Location: Johannesburg
Salary: 500000
Calling all newly qualified and developing CA(SA)s: Step out of public practice and take ownership of complex multi-currency consolidations and global group reporting for an international finance giant.A premier, multinational market leader specializing in global tax compliance and cross-border transactional corporate finance is looking to appoint a technically elite senior Accountant to join thei...
5 days ago

Senior Financial Accountant
Location: Johannesburg
Salary: 450000 Annually
senior financial Accountants in the JHB North engineering sector know that precision isn't just for the engineers; it's what keeps every project financially on track. If you're ready for your next career move, let's connect.
5 days ago

Senior Financial Accountant
Location: Johannesburg
Salary: 700000 Annually
senior financial Accountant | CA(SA) | Johannesburg North | Manufacturing Are you a technically strong CA(SA) looking to take the next step in your career within a leading manufacturing environment? Our client, a well-established market leader, is seeking a senior financial Accountant to join their high-performing finance team. This role is ideal for an experienced Chartered Accountant w...
9 days ago