Our client, a well‑established group of companies, is looking for a financial planner with strong planning skills and solid analytical abilities. This is the ideal position for someone who wants to build their career by working for a company with an excellent reputation. Education A Post Graduate diploma in Financial Planning and registered as a Certified Financial Planner (CFP) is essential; An Advanced diploma in Estate Planning would be advantageous. Experience Required More than 3 year Estate Planning experience. Knowledge Proficiency in Microsoft Windows, with advanced skills in Excel; Experience with Elite Wealth; Strong analytical skills, including the ability to determine appropriate data placement in an analysis and identify errors accurately. Skills Proficient in English and Afrikaans; Analytical / technical. Responsibilities Consolidate and summarize all policies and investments. Prepare required financial calculations. Highlight the tax implications in the event of death or on risk benefits. Prepare comprehensive estate and risk analyses. Identify appropriate investment vehicles and structures to minimize estate duty. Assess the client’s capital and income needs in the event of death, disability, severe illness, or retirement. Determine potential capital and income shortfalls. Analyse the client’s estate and current investments, and recommend suitable investment vehicles. People Liaise closely with all stakeholders (i.e. Wealth Planners / Financial Advisors, External brokers, Investment Consultants from Life and Asset Management Companies) Administration Advise Wealth Planners on investment options and tax implications at death. Draft reports, including tax implications, calculations, estate plans, and annexures as instructed by the Wealth Planner. Provide additional assistance to Wealth Planners after the presentation of reports, when necessary. Recommend suitable products and investment structures. Monitor and track relevant legislation applicable to estate planning. Prepare ad hoc risk cover reports when requested by the Wealth Planner. Process 3 Business days lead time in preparation of investment reports/proposals for Financial Advisors #J-18808-Ljbffr