Job Overview Provide a holistic, customised legacy planning solution and advice to clients in order to optimise their tax position, asset protection and ensure the smooth transition of their assets to relevant heirs after passing. Responsibilities Continuously focus on providing optimal services and improving service delivery processes to meet or exceed customer expectations. Manage client portfolios and identify opportunities to expand customer base and acquire new clients. Achieve revenue targets through advice charges to clients and advisors for estate plan and business succession plan drafting. Provide subject‑matter expertise and maintain expert knowledge on specific local products. Drive and promote corporate image and market penetration, and provide training to other business units to increase product awareness. Ensure compliance with legislative and audit requirements and adherence to relevant processes. Build working relationships across teams and functional lines to enhance work delivery, collaboration and innovation. Deliver exceptional customer service that exceeds expectations through proactive, innovative and appropriate solutions. Identify and implement opportunities for revenue growth to deliver on targets. Build and maintain an effective network and pipeline for further expansion of business within area of accountability. Continuously assess own performance, seek timely and clear feedback, and request training where appropriate. Qualifications LLB or BCom in Financial Planning or related field. PGDip in Financial Planning. CFP® designation. PGDip in Tax (preferred). Five or more years of industry‑related experience. Candidate Traits Adaptable and curious. Analytical and able to interpret complex data sets. Thrives in a collaborative environment. What We Offer Opportunities to network and collaborate. A challenging working environment. Opportunities to innovate. Additional Information Important Closing Date: 05/06/26. Applications will not be accepted after this date. All appointments will be made in line with FirstRand Group’s Employment Equity plan. The bank supports the recruitment and advancement of individuals with disabilities. Candidates may disclose disability information voluntarily; the bank will keep it confidential unless required by law. #J-18808-Ljbffr