SENIOR FINANCIAL PLANNER (Estate and Trust Specialist)

A well known and established financial institution is seeking to hire a Senior Financial Planner (Estate and Trust Specialist) to lead and provide expert oversight on advanced estate planning strategies, ensuring optimal, tax-efficient structuring of client portfolios, while maintaining governance, compliance, and technical excellence across all client solutions.

Responsibilities will include:

-Oversee consolidation and validation of all policies and investments.
-Lead the development of complex estate planning strategies, including trusts,tax-efficient structures, and cross-border considerations.
-Review, validate, and sign off on estate and risk analyses prepared by FinancialPlanners.
-Provide expert advice on estate duty, capital gains tax, income tax, and fiduciaryimplications.
-Design and implement optimal structuring solutions aligned to client financialobjectives.
-Contribute to the development and enhancement of esta...

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