Wills & Estate Planner

Matla Life Investments is looking for a knowledgeable and client focused Wills & Estate Planner to join our Financial Planning and Estate Services team.

This is an excellent opportunity for someone with experience in wills, estates or financial advisory who enjoys working directly with clients and wants to build their career within the financial planning environment.

You will play an important role in helping clients protect their assets, plan for the future and ensure the smooth transfer of wealth to their beneficiaries. The position combines professional estate planning, client consultation, compliance and business development, giving you the opportunity to make a meaningful difference in the financial lives of clients.

1. Job Purpose*

To provide professional, compliant and client centric wills & estate planning services. The Wills & Estate Planner will advise clients on will drafting, estate administration, executor services to ensure asset protection and smooth wealth transfer for Matla Life Investments clients.

*2. Key Responsibilities*

*Client Advisory & Sales*

1. Conduct needs analysis and consultations on wills, trusts and estate planning

2. Draft and review wills, testamentary trusts and related estate documents

3. Educate clients on estate duty, capital gains tax and succession planning

4. Cross-sell Matla Life Investments products where relevant and compliant

*Documentation & Compliance*

5. Ensure all documents comply with Wills Act, Trust Property Control Act and FSCA regulations

6. Maintain accurate client records and filing in line with POPIA

7. Liaise with attorneys, executors and Master’s Office during estate administration

*Business Development*

8. Participate in field activations + financial literacy workshops to generate leads

9. Build relationships with financial advisors, agents and referral partners

10. Meet monthly KPIs for consultations, wills drafted and revenue targets

*3. Minimum Requirements*

*Qualifications*

- LLB, BCom Law, or Diploma in Estate Planning/Paralegal Studies an advantage

- NQF 5 RE5 + Class of Business: Long-term Insurance A if selling products

- Certificate in Wills & Estates or Estate Planning is an advantage

*Experience*

- 2+ years’ experience in wills, estates, or financial advisory

- Proven track record drafting wills and handling basic estate admin

- Experience with Master’s Office processes is an advantage

*Skills & Competencies*

- Strong knowledge of SA estate planning legislation + tax implications

- Excellent client communication and presentation skills

- High attention to detail + ethical judgment

- Tech-savvy: MS Office + willing to use recruitment/CRM platform for lead tracking

- Valid driver’s license + own vehicle is an advantage for field activations

Own Vehicle compulsory

RE5

COB long term

*5. What Matla Life Investments Offers*

- Competitive basic + commission structure (further discussed during the interview)

- Leads from field activations + Matla Life Investments client base

- Training on products, compliance and estate admin processes

- Professional development in financial planning

*Application Process:*

Submit CV + certified copies of qualifications + RE5 proof to ***email_hidden*** and on PNET.

Only shortlisted candidates will be contacted.