SENIOR FINANCIAL PLANNER (Estate and Trust Specialist)

Recruiter

HR Genie

Job Ref

F3926 CPT WP FPLAN

Date posted

Friday, July 17, 2026

Location

City of Cape Town, South Africa

Salary

Market related

SUMMARY

Provide expert oversight on advanced estate planning strategies, ensuring optimal, tax-strategies.

POSITION INFO

A well known and established financial institution is seeking to hire a Senior Financial Planner (Estate and Trust Specialist) to lead and provide expert oversight on advanced estate planning strategies, ensuring optimal, tax-efficient structuring of client portfolios, while maintaining governance, compliance, and technical excellence across all client solutions. Responsibilities will include: -Oversee consolidation and validation of all policies and investments. -Lead the development of complex estate planning strategies, including trusts,tax-efficient structures, and cross-border considerations. -Review, validate, and sign off on estate and risk analyses prepared by FinancialPlanners. -Provide expert advice on estate duty, capital gains tax, income tax, and fiduciaryimplications. -Design and implement optimal structuring solutions aligned to client financialobjectives. -Contribute to the development and enhancement of estate planningframeworks and advisory methodologies -Identify and mitigate risks associated with estate structures and financialplanning solutions. -Ensure compliance with relevant legislation (Estate Duty Act, Income Tax Act,Trust Property Control Act). -Provide technical approval on complex estate planning structures andrecommendations. -Act as subject matter expert in estate and fiduciary planning across thebusiness. Your minimum of 10 years' experience in estate planning is essential including complex estate and trust structures. Education: -A relevant financial qualification(e.g. BCom in Finance, Accounting,or LLB degree). -A Postgraduate Diploma in Financial Planning and registration as a CertifiedFinancial Planner (CFP) is required. -An Advanced Diploma in Estate Planning is required. Competencies: -Advanced knowledge of estateplanning, fiduciary law, and taxlegislation. -Strong analytical and problem-solving skills. -Strategic thinking and soundjudgement. -Excellent written and verbalcommunication skills. -Ability to influence and advisesenior stakeholders. -High attention to detail andaccuracy. -Proficiency in Microsoft Office(advanced Excel).