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OverviewOur Client, an leader in the financial industry, is seeking for an experienced and clientâ€‘centric Financial Planner specialising in Estate Planning to join their advisory team. This role focuses on helping clients structure, protect, and transfer wealth efficiently across generations. The ideal candidate combines deep technical expertise with strong interpersonal skills, offering holistic guidance that aligns financial planning, tax considerations, and legacy objectives.Education:A financial qualification is essential (e.g. B Com finance, accounting, investment management);A Post Graduate diploma in Financial Planning and registered as a Certified Financial Planner (CFP) is essential;An Advanced diploma in Estate Planning would be advantageous.Experience Required:More than 3 year Estate Planning experience.Skills:Proficient in English and Afrikaans;Excellent report writing skills (written communication skills);Attention to detail / accuracy;Analytical / technical;Knowledge of risk products and providers.Responsibilities:Consolidate and summarize all policies and investments.Prepare required financial calculations.Highlight the tax implications in the event of death or on risk benefits.Prepare comprehensive estate and risk analyses.Identify appropriate investment vehicles and structures to minimize estate duty.Assess the clients capital and income needs in the event of death, disability, severe illness, or retirement.Determine potential capital and income shortfalls.Analyse the clients estate and current investments, and recommend suitable investment vehicles.People:Liaise closely with all stakeholders (i.e. Wealth Planners / Financial Advisors from Efficient Wealth, External brokers, Investment Consultants from Life and Asset Management Companies)Administration:Advise Wealth Planners on investment options and tax implications at death.Draft reports, including tax implications, calculations, estate plans, and annexures as instructed by the Wealth Planner.Provide additional assistance to Wealth Planners after the presentation of reports, when necessary.Recommend suitable products and investment structures.Monitor and track relevant legislation applicable to estate planning.Prepare ad hoc risk cover reports when requested by the Wealth Planner.Process:3 Business days lead time in preparation of investment reports / proposals for Financial Advisors. https://www.executiveplacements.com/Jobs/F/FINANCIAL-PLANNER-1268652-Job-Search-3-5-2026-1-54-11-AM.asp?sid=gumtree

11d

Executive Placements

Bo-Kaap

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OverviewOur Client, an leader in the financial industry, is seeking for an experienced and clientâ€‘centric Financial Planner specialising in Estate Planning to join their advisory team. This role focuses on helping clients structure, protect, and transfer wealth efficiently across generations. The ideal candidate combines deep technical expertise with strong interpersonal skills, offering holistic guidance that aligns financial planning, tax considerations, and legacy objectives.Education:A financial qualification is essential (e.g. B Com finance, accounting, investment management);A Post Graduate diploma in Financial Planning and registered as a Certified Financial Planner (CFP) is essential;An Advanced diploma in Estate Planning would be advantageous.Experience Required:More than 3 year Estate Planning experience.Skills:Proficient in English and Afrikaans;Excellent report writing skills (written communication skills);Attention to detail / accuracy;Analytical / technical;Knowledge of risk products and providers.Responsibilities:Consolidate and summarize all policies and investments.Prepare required financial calculations.Highlight the tax implications in the event of death or on risk benefits.Prepare comprehensive estate and risk analyses.Identify appropriate investment vehicles and structures to minimize estate duty.Assess the clients capital and income needs in the event of death, disability, severe illness, or retirement.Determine potential capital and income shortfalls.Analyse the clients estate and current investments, and recommend suitable investment vehicles.People:Liaise closely with all stakeholders (i.e. Wealth Planners / Financial Advisors from Efficient Wealth, External brokers, Investment Consultants from Life and Asset Management Companies)Administration:Advise Wealth Planners on investment options and tax implications at death.Draft reports, including tax implications, calculations, estate plans, and annexures as instructed by the Wealth Planner.Provide additional assistance to Wealth Planners after the presentation of reports, when necessary.Recommend suitable products and investment structures.Monitor and track relevant legislation applicable to estate planning.Prepare ad hoc risk cover reports when requested by the Wealth Planner.Process:3 Business days lead time in preparation of investment reports / proposals for Financial Advisors. https://www.executiveplacements.com/Jobs/F/FINANCIAL-PLANNER-1267491-Job-Search-3-2-2026-10-26-40-AM.asp?sid=gumtree

14d

Executive Placements

Mamelodi

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OverviewOur Client, an leader in the financial industry, is seeking for an experienced and clientâ€‘centric Financial Planner specialising in Estate Planning to join their advisory team. This role focuses on helping clients structure, protect, and transfer wealth efficiently across generations. The ideal candidate combines deep technical expertise with strong interpersonal skills, offering holistic guidance that aligns financial planning, tax considerations, and legacy objectives.Education:A financial qualification is essential (e.g. B Com finance, accounting, investment management);A Post Graduate diploma in Financial Planning and registered as a Certified Financial Planner (CFP) is essential;An Advanced diploma in Estate Planning would be advantageous.Experience Required:More than 3 year Estate Planning experience.Skills:Proficient in English and Afrikaans;Excellent report writing skills (written communication skills);Attention to detail / accuracy;Analytical / technical;Knowledge of risk products and providers.Responsibilities:Consolidate and summarize all policies and investments.Prepare required financial calculations.Highlight the tax implications in the event of death or on risk benefits.Prepare comprehensive estate and risk analyses.Identify appropriate investment vehicles and structures to minimize estate duty.Assess the clients capital and income needs in the event of death, disability, severe illness, or retirement.Determine potential capital and income shortfalls.Analyse the clients estate and current investments, and recommend suitable investment vehicles.People:Liaise closely with all stakeholders (i.e. Wealth Planners / Financial Advisors from Efficient Wealth, External brokers, Investment Consultants from Life and Asset Management Companies)Administration:Advise Wealth Planners on investment options and tax implications at death.Draft reports, including tax implications, calculations, estate plans, and annexures as instructed by the Wealth Planner.Provide additional assistance to Wealth Planners after the presentation of reports, when necessary.Recommend suitable products and investment structures.Monitor and track relevant legislation applicable to estate planning.Prepare ad hoc risk cover reports when requested by the Wealth Planner.Process:3 Business days lead time in preparation of investment reports / proposals for Financial Advisors. https://www.executiveplacements.com/Jobs/F/FINANCIAL-PLANNER-1267492-Job-Search-3-2-2026-10-30-40-AM.asp?sid=gumtree

14d

Executive Placements

Bo-Kaap

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Are you an experienced attorney with deep expertise in wealth platforms and retail investments? Our client, one of the largest insurance and financial services providers in South Africa, is looking for a skilled Legal Counsel to join their dynamic team. The clients diverse portfolio spans retail and institutional businesses, including asset managers, collective investment scheme managers, and local and offshore wealth platforms. Key Responsibilities:Contractual Support & Product Development:Draft, review, and negotiate a wide array of legal documents including investment management agreements, service level agreements (SLAs), LISP SLAs, client-facing documents, product terms, marketing material, and data agreements.Provide reliable legal support for various initiatives and projects, including the launch of new products and portfolios.Collaborate confidently within multi-disciplinary project teams, including tax, marketing, compliance, and IT.Ensure efficient management of contracts through the entire contract lifecycle and support continuous template improvements.Legal Advisory & Queries:Advise internal stakeholders on legal matters, contracting, service and product queries, and the implementation of legislation.Provide legal advice on operational processes and conduct legal research to deliver commercially focused opinions.Legal Risk Management, Governance & Compliance:Monitor, identify, and report on legal risks, legislative developments, and emerging risks in projects, policies, and systems.Work closely with regulatory compliance and risk teams to manage regulatory changes and embed a culture of good governance.Assist in implementing internal controls to mitigate legal risk.Support training initiatives regarding legal and regulatory updates. RequirementsEducation: LLB Degree. A Certified Financial Planner (CFP) designation is advantageous.Certification: Admitted Attorney.Experience: 35 years of post-admission legal experience, preferably within a LISP or wealth management business.Specialised Knowledge: Strong knowledge of wealth platforms, retail and retirement investments, and financial products.Regulatory Knowledge: Deep understanding of South African financial sector laws including FAIS, FICA, CISCA, the Insurance Act, the Pension Funds Act, and POPIA.Drafting Skills: Notable experience in contract drafting.Desired Competencies:Meticulously detail-oriented with strong analytical and problem-solving abilities.Exceptional legal and contract drafting skills.Adaptable and resilient in the face of change and uncertainty.Ability to embrace and implement legal and financial technology solutions.Strong https://www.executiveplacements.com/Jobs/L/Legal-Advisor-I-Wealth-and-investments-1271425-Job-Search-3-13-2026-4-51-50-AM.asp?sid=gumtree

Executive Placements

Centurion