Estate Planning Consultant

Job Description

We are seeking a motivated Estate Planning Consultant to join our dedicated team in Cape Town. In this role, you will provide expert advice and strategic planning services to clients regarding their estates, ensuring their assets are transferred in accordance with their wishes while minimizing tax implications.

Responsibilities

• Conduct detailed assessments of clients' financial situations to create effective estate plans.
• Provide presentations and workshops on estate planning topics to clients and community groups.
• Collaborate with peers to improve service delivery and client satisfaction.
• Monitor and review existing estate plans to ensure they remain effective and legal.
• Engage in continuous professional development to enhance knowledge and skills.

Requirements

Education

• Bachelor's degree in Business Administration or related field
• Master's degree is preferred

Experience

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

Technical Skills

• Trust Management
• Legal Compliance

Soft Skills

• Negotiation Skills
• Problem Solving

Certifications

• Chartered Financial Consultant (ChFC)
• Financial Risk Manager (FRM)

Languages

• English: Fluent
• Zulu: Conversational

Advantageous

• Proficiency in Financial Modelling: Hands-on experience with financial modelling for estate projections.
• Networking skills: Strong networking skills to build relationships with other professionals.

Benefits

• Attractive remuneration package
• Health, dental, and vision care coverage
• Paid time off and holidays
• Professional development opportunities

Company Culture

• Inclusivity: We embrace diversity and believe it strengthens our team and service.
• Innovation: We encourage creative solutions and innovative thinking among our staff.
• Work-Life Balance: We prioritize our employees' well-being and work-life balance.