Estate Planning Financial Planner (CFP)

A reputable financial services company in Pretoria is seeking a Financial Planner to support clients in estate planning and investment management. The ideal candidate must be a Certified Financial Planner with over three years of estate planning experience and proficiency in Excel. Responsibilities include consolidating financial policies, preparing analysis on investment options, and advising Wealth Planners on strategies. This role aims to minimize estate duty and ensure clients' financial stability.
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