Estate and Investment Manager

3 days ago


Pretoria, Gauteng, South Africa HR Genie Full time
About the Job

We are seeking a highly skilled Financial Planner to join our team at HR Options.

Job Summary

This role involves providing expert advice on financial planning, estate planning, risk management, and business insurance to clients.

Main Responsibilities

  • Liaise closely with all stakeholders (i.e. Wealth Planners / Financial Advisors, External brokers, Investment Consultants from Life and Asset Management Companies)
  • Advise Wealth Planners on where to invest, and tax implications
  • Drafting of reports and estate plans as per instructions from the Wealth Planner

Requirements

  • Minimum of 3 years relevant experience
  • Proficient in Afrikaans, both written and verbal communication
  • Advanced level in Excel
  • Building financial models in Excel
  • Estate Planning tax and regulation


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