Role Overview

For candidates exploring real estate jobs in Pretoria, this Financial Planner (Estate Planning) role offers a grounded opportunity with room to contribute from the start.

Key Responsibilities

Keep momentum on this role is essential for supporting and by compiling comprehensive estate and risk proposals and ensuring the strategic implementation of financial planning instruction.
Keep momentum on estate and Risk Analysis: Prepare comprehensive estate and risk analyses, highlighting tax implications in the event of death or regarding risk benefits.
Support the team by managing strategic Planning: Identify appropriate investment vehicles and structures specifically designed to minimize estate duty for clients.
Take responsibility for the core day-to-day work expected of a Financial Planner (Estate Planning).
Work with colleagues, customers or suppliers to keep work moving and issues visible.

Requirements

Relevant experience in real estate or a closely related field.
Good planning habits, attention to detail and reliable follow-through.
Comfort working to agreed standards while adapting when operational needs change.