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Full-Time Opportunity: This is a permanent, full-time position with a competitive package and real career growth potential.
Job Description
Key Responsibilities:
- Lead the design and implementation of advanced estate planning strategies, including trust structures and tax-efficient solutions.
- Provide expert advice on estate duty, CGT, income tax, and fiduciary implications.
- Review and sign off on complex estate and risk analyses prepared by Financial Planners.
- Act as the subject matter expert across estate and fiduciary planning.
- Ensure compliance with legislation such as the Estate Duty Act, Income Tax Act, and Trust Property Control Act.
- Collaborate with Wealth Planners, Advisors, legal, tax, and fiduciary specialists on complex client cases.
- Provide mentorship, training, and technical guidance to Financial Planners.
- Oversee estate planning reports, ensuring accuracy, completeness, and top-tier quality.
- Monitor legislative changes and adjust strategies accordingly.
Job Experience and Skills Required: