Estate Planning Consultant - Cape Town & Free State MMH260618-16
Core
Deliver estate planning solutions to intermediaries (IFAs) by integrating Wills and Momentum Estate Plan products, supported by Legal Advisers for compliance.
Role type
Estate Planning Consultant
Builds
Estate planning solutions, Wills, and testamentary structures for financial advisers and their clients
Domain
Financial Services / Estate Planning
Deliverable
product features
Required skills
Estate planning, trusts, fiduciary structures, tax implications of estates, wealth transfer, investment principles, financial planning integration
Preferred skills
CFP, Fiduciary Practitioner certification, legal or financial support background
Technologies
Momentum Estate Plan, Momentum Trust Wills
Responsibilities
Champion the Momentum Estate Plan offering across adviser and client segments; Provide estate planning input including Wills and testamentary structuring, beneficiary planning, and liquidity assessments; Conduct estate gap analyses and recommend appropriate solutions; Equip financial advisers with knowledge and tools to position and implement estate planning solutions; Support high-value and complex client engagements; Ensure all estate planning solutions comply with legal, tax, and regulatory frameworks.
Seniority
Mid-level, hands-on IC