Estate Planning Financial Planner (CFP)

Competent Candidates; Pretoria; On-site; ZAR 334,800 - 502,200; Full time

Job summary

A reputable financial services company in Pretoria is seeking a Financial Planner to support clients in estate planning and investment management. The ideal candidate must be a Certified Financial Planner with over three years of estate planning experience and proficiency in Excel. Responsibilities include consolidating financial policies, preparing analysis on investment options, and advising Wealth Planners on strategies. This role aims to minimize estate duty and ensure clients' financial stability.

Qualifications

• More than 3 years of Estate Planning experience is essential.
• Strong analytical skills to identify data placement errors.

Responsibilities

• Consolidate and summarize all financial policies and investments.
• Prepare required financial calculations including tax implications.
• Assess the client's capital and income needs during emergencies.
• Draft reports including tax implications and estate plans.

Skills

Proficient in English

Proficient in Afrikaans

Analytical skills

Technical skills

Education

Post Graduate diploma in Financial Planning

Certified Financial Planner (CFP)

Advanced diploma in Estate Planning

Tools

Microsoft Excel

Elite Wealth

Job description

A reputable financial services company in Pretoria is seeking a Financial Planner to support clients in estate planning and investment management. The ideal candidate must be a Certified Financial Planner with over three years of estate planning experience and proficiency in Excel. Responsibilities include consolidating financial policies, preparing analysis on investment options, and advising Wealth Planners on strategies. This role aims to minimize estate duty and ensure clients' financial stability.