Estate Planner

Job Description

We're seeking a knowledgeable Estate Planner to join our Cape Town office. In this role, you'll assist clients in developing comprehensive estate plans tailored to their unique financial situations, ensuring legal compliance and maximizing their assets' value.

Responsibilities

• Establish client estate planning goals through comprehensive consultations.
• Coordinate with legal and financial professionals to execute estate plans.
• Provide ongoing support and revisions to estate plans as clients’ situations change.
• Implement asset protection strategies to minimize exposure to taxation or liability.
• Manage client portfolios to maximize the financial benefit of their estate plans.
• Document and maintain client files with updated estate planning information.

Requirements

Education

• Bachelor's degree in Financial Planning or Law
• Master's degree is preferred

Experience

• 5+ years of experience in financial planning and estate management

Technical Skills

• Financial Planning
• Legal Compliance

Soft Skills

• Negotiation Skills
• Critical Thinking

Certifications

• Certified Adviser in Financial Planning (CAF)
• Registered Financial Planner (RFP)

Languages

• English: Fluent

Advantageous

• Proficiency in local taxation laws: Expertise in South African tax laws affecting estate planning and inheritance.
• Experience in client relationship management: Prior experience in maintaining and managing client relationships effectively.

Benefits

• Comprehensive health insurance benefits
• Retirement savings plan with employer contributions
• Work-life balance initiatives
• Employee assistance programs

Company Culture

• Innovation: Innovation is at the heart of our operations. We encourage out-of-the-box thinking.
• Community Engagement: We believe in giving back to our community and supporting local initiatives.
• Recognition Programs: We have programs in place to recognize outstanding contributions and achievements.