Technical Specialist: Planning Strategist

Main duties and responsibilities:
Developing planning recommendations in conjunction with the intermediary;
Helping build solutions from a specialist perspective e.G. complex estates, wills, etc, testing different scenarios and giving recommendations on specific issues
Analysing complex issues such as complex estates with offshore assets, trusts, complex tax issues etc, for Planners
Assisting with the collection and collation of client information from various sources required to prepare a detailed estate and business plan for clients Researching complex topics e.G. foreign tax protocols for clients with global portfolios
Capturing all client-related information on Avalon to create detailed estate and business planning reports
Assisting with the implementation of the estate and business planning solutions that have been identified in the planning process
Interacting with the financial intermediary to ensure constant flow of communication and improvement of service levels to clients
Adhering to compliance and risk management processes and procedures
Facing clients when required to Important Company in-depth knowledge and expertise
**Education**:
Matric Grade
BA, LLB or suitable Law Degree or Diploma in Trust and Estate Planning
CFP® designation
FISA certification highly advantageous
Knowledge and Experience:
At least 3 years
- experience in a financial planning environment, with a key focus in trust and estate planning
Dealing with professional and Private Client markets
Fit and Proper representative status highly advantageous
Technical Knowledge and Competencies:
In-depth knowledge of Estate Planning Services, including:
Estate administration
Trust administration
Trust and Estate planning
Businessassurance and planning
Excellent report writing skills;
Methodical and meticulous attention to detail
Good understanding of compliance issues relating to the estate planning environment
Able to work with systems that generate estate plans/financial plans
Able to correctly interpret legislation pertaining to estate planning and financial planning and recommend prudent solutions to intermediaries
Able to Important Company training on estate planning to intermediaries
Behavioural Competencies:
Excellent verbal and written communication skills.
Expresses opinions, information and key points of view clearly and assertively
Able to work independently on area of expertise
Strong interpersonal skills;
able to build strong relationships to expand network of support
A positive attitude towards learning and growing
Problem-solving aptitude
- orientation
Collaborative and able to work in a team environment
Strong sales orientation