Certified Financial Planner / Estate Planner - Cape Town Well established investment group is looking for a Certified Financial Planner / Estate Planner to join their team in Cape Town The role is to assist clients with estate planning by revie...
Certified Financial Planner / Estate Planner - Cape Town
Well established investment group is looking for a Certified Financial Planner / Estate Planner to join their team in Cape Town
The role is to assist clients with estate planning by reviewing and or drafting wills and making recommendations, through an FNA, to make provisions with life cover for estate costs at death and minimizing the risk of taxation and other unforeseen events. This includes recommendations for trust owned policies, income protection and dreaded disease.
This individual will work closely with a Property Consultant and Trust Attorney and will be assisted by a para planner. All clients are provided, and the estate planner is working from the office with minimal travel to clients.
BCom Degree/ BCom Economics/ BCom Finance / LLB
Post Graduate Diploma in Financial Planning must be completed
BCom Honours Degree
Advanced Post Graduate Diploma in Financial Planning (Estate Planning) advantageous
The Specific aim of the company is to provide a highly personalised, customer focussed service when it comes to staff recruitment. With a client base ranging from blue-chip corporates through to SMME's, we pride oursleves on achieving this objective through constant monitoring of the market.
Our logo - "Linking Potential with Opportunity" sums up the way we go about our business. Assessment of each client needs, coupled with the career aspirations of our candidates allows us to put forward people we believe will add value to the company they join.
Mainly specializing in logistics and retail related business, we are also well positioned to handle general placements. We are able to assist our clients with candidates on a temporary contractual basis where necessary. Additional service include access to verification services. Positions are advertised on the most relevent media, where there is highest exposure to quality job seekers. Strict screening results in a database of candidates who are checked. Our guarantees are designed to provide peace of mind in a way that ensures the responsibility for filling a position is our prime concern throughout.
SERVICE SOLUTIONS HAS BEEN RATED A LEVEL FOUR CONTRIBUTOR TO BROADBASED ECONOMIC EMPOWERMENT - 100% BEE PROCUREMENT RECOGNITION LEVEL