Estate planning consultant - cape town & free state

Estate Planning Consultant - Cape Town & Free State

Details

Closing Date: 2026/07/01

Reference Number: MMH

Job Title: Estate Planning Consultant - Cape Town & Free State

Position Type: Permanent

Role Family: Legal and Compliance

Remote Opportunity: Some of the time

Location: South Africa, Western Cape, Cape Town and Free State

Introduction

The Estate Planning Consultant is responsible for driving the adoption, promotion, and implementation of the Momentum Estate Plan solution, working collaboratively with a Retail Business Consultant (RBC) and Investment Consultant (IC) and Legal Adviser.

Role Purpose

The role focuses on delivering estate planning solutions to intermediaries (IFA) by integrating Wills and/or Momentum Estate Plan product, positioning it as an estate planning solution, supported by a Legal Adviser to ensure compliance and technical accuracy.

Qualifications Relevant degree (Law, Fin...

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