Financial Planner (Estate Planning)
Hire Resolve
- R41,700 - R46,000 per month
- Permanent Senior position
-
Pretoria
- Posted 06 May 2026 by Hire Resolve
- Expires in 34 days
-
Job 2638277 - Ref 183279
About the position
Financial Planner (Estate Planning) | Pretoria or Cape TownHire Resolve is seeking a highly technical and detail-oriented Financial Planner specializing in Estate Planning to join a premier wealth management division. This role is essential for supporting Wealth Managers and Advisors by compiling comprehensive estate and risk proposals and ensuring the strategic implementation of financial planning instructions.
Key Performance Areas:
- Estate & Risk Analysis: Prepare comprehensive estate and risk analyses, highlighting tax implications in the event of death or regarding risk benefits.
- Financial Modeling: Consolidate policies and investments to perform complex financial calculations, identifying potential capital and income shortfalls.
- Strategic Planning: Identify appropriate investment vehicles and structures specifically designed to minimize estate duty for clients.
- Report Drafting: Draft detailed reports including estate plans, tax implication summaries, and annexures as directed by the Wealth Planner.
- Stakeholder Liaison: Work closely with Investment Consultants, External Brokers, and internal Financial Advisors to align on client strategies.
- Legislative Monitoring: Monitor and track changes in legislation relevant to estate planning to ensure all recommendations remain compliant and optimized.
Requirements:- Education: A financial degree (e.g., BCom Finance, Accounting, or Investment Management) is essential.
- Professional Designation: A Postgraduate Diploma in Financial Planning and registration as a Certified Financial Planner (CFP) is essential.
- Experience: More than 3 years of dedicated Estate Planning experience.
- Technical Skills: Advanced proficiency in Microsoft Excel and Word is required, with experience in Elite Wealth considered highly advantageous.
- Languages: Proficiency in both English and Afrikaans is required.
- Advantageous: An Advanced Diploma in Estate Planning is a plus.
Position Details:- Location: Pretoria or Cape Town.
- Employment Type: Permanent.
- Turnaround: Ability to maintain a 3-business-day lead time for the preparation of investment reports and proposals.
Ready to master the art of estate planning?
?? Email your CV to [Email Address Removed]
?? Visit www.hireresolve.com
Please email your CV, ID, and Supporting Certificates to Lidene Pienaar, along with a 1 Minutes video introducing yourself for the role.
Desired Skills:
- Financial Planner (Estate Planning)
- Financial Planner (Estate Planning)
- Financial Planner (Estate Planning)
Hire Resolve
About the agency
Hire Resolve is a specialist Recruitment & Staffing firm founded in 2004.
Hire Resolve is focused on finding career seekers a work environment that best suits them. Our goal is your workplace satisfaction.
We operate in the engineering, finance, IT, mining, supply chain, trade and technical industries.
The Hire Resolve team prides itself on its technical & industry knowledge. The consultants at Hire Resolve are very well-established in their community - they are industry-savvy & technically competent.
We offer a personalized experience for each individual, to guarantee that you find the best possible position for your career growth.
If you are looking for an exciting new career opportunity get in touch and connect with one of our skilled consultants today!
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