Sales/Marketing - Sales/Marketing Management Pretoria East FULL TIME Job Summary Our client operates within the wealth planning and advisory environment, focusing on delivering sophisticated, tailored financial solutions to high-net-worth individuals and families. This Senior Financial Planner (Estate and Trust Specialist) role sits within the Wealth Planning division and plays a pivotal role in shaping advanced estate strategies and ensuring technical excellence across all client solutions. You will take ownership of complex estate planning strategies, ensuring optimal structuring of client portfolios aligned to tax efficiency, legislative compliance, and long-term wealth preservation. This role requires strong collaboration across advisory, legal, tax, and fiduciary teams to deliver best-in-class outcomes.  This is an opportunity to work in a highly specialised, advisory-driven environment, where your expertise directly influences strategic decision-making and client satisfaction. If you are an analytical thinker who enjoys leading, mentoring, and engaging with complex financial structures, this role offers both impact and career growth. Key Responsibilities: * Lead and develop complex estate planning strategies, including trusts, tax-efficient structures, and cross-border considerations. * Provide expert guidance on estate duty, capital gains tax, and income tax implications. * Review, validate, and sign off on estate and risk analyses prepared by Financial Planners. * Design and implement optimal structuring solutions aligned to client financial goals. * Ensure compliance with legislation including the Estate Duty Act, Income Tax Act, and Trust Property Control Act. * Identify and mitigate risks within estate structures and financial planning solutions. * Act as the subject matter expert in estate and fiduciary planning across the business. * Engage and collaborate with Wealth Planners, Financial Advisors, legal and tax specialists on complex client cases. * Provide technical mentorship, training, and guidance to Financial Planners. * Oversee the preparation of comprehensive estate planning reports and ensure accuracy of all outputs. Job Experience and Skills Required:…

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