South Africa’s top investment group is looking for a Certified Financial Planner with compulsory experience in Estate planning, including experience in estate planning calculations and structuring an estate plan.
The role is to assist clients with estate planning by reviewing and or drafting wills and making recommendations, through a FNA, to make provisions with life cover for estate costs at death and minimizing the risk of taxation and other unforeseen events.
This includes recommendations for trust owned policies, income protection and dreaded disease.
This individual will work closely with a Property Consultant and Trust Attorney.
All clients are provided, and the estate planner is working from the office with minimal travel to clients.
Certified Financial Planner
BCom Degree / BCom Economics / BCom Finance / LLB
Advanced Post Graduate Diploma / Degree in Financial Planning (Estate Planning) advantageous
Minimum 5 8 years’ financial planning / property experience
At least 5 years sales experience
Consulting with clients
Sales & marketing skills to promote service offering
Financial planning experience and skills
Investment knowledge of different asset classes
Dealing with high net worth clients
Life cover policies
Updating of Wills
Working with Chartered Accountants and Trust Attorneys
Job specific Knowledge :
Financial Planning process (Six steps of financial planning)
Proven sales records
Financial planning & cash flows
Tax knowledge is required for income tax, estate duty, capital gains tax
Property market & economic principles knowledge advantageous
Property financing knowledge advantageous
Estate Planning experience is required (performing calculations and drafting of wills)
Trust & company knowledge required (Loan accounts)
CFP Designation or completing Professional Competency Exam in the near future
Other Requirements :
Communication & interpersonal skills
English and Afrikaans
Confident / assertive
Excel advanced skills
Building & maintaining long term relationships
Work under pressure
Honesty and integrity