More jobs:
Estate Planning Financial Advisor: Protect & Legacies
Job in
Pretoria, 0002, South Africa
Listed on 2026-02-28
Listing for:
HR Options
Full Time
position Listed on 2026-02-28
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor
Job Description & How to Apply Below
A financial advisory firm seeks an experienced Financial Planner specializing in Estate Planning to provide client-centered strategies for wealth transfer. Candidates should possess a relevant degree, CFP® or similar, with at least 3–5 years of financial planning experience, particularly in estate planning. Responsibilities include developing comprehensive estate plans, managing complex client relationships, and ensuring compliance with relevant legislation. The ideal candidate will have strong analytical and interpersonal skills, alongside a commitment to client confidentiality.
#J-18808-Ljbffr
Note that applications are not being accepted from your jurisdiction for this job currently via this jobsite. Candidate preferences are the decision of the Employer or Recruiting Agent, and are controlled by them alone.
To Search, View & Apply for jobs on this site that accept applications from your location or country, tap here to make a Search:
To Search, View & Apply for jobs on this site that accept applications from your location or country, tap here to make a Search:
Search for further Jobs Here:
×