Estate Planning Consultant- Eastern Cape

Introduction The Estate Planning Specialist is responsible for driving the adoption, promotion, and implementation of the Momentum Estate Provider product, working collaboratively with a Retail Business Consultant (RBC) and Investment Consultant (IC) and Legal Adviser.

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Role Purpose The role focuses on delivering holistic estate planning solutions to intermediaries (IFA) by integrating estate structuring, tax efficiency, and wealth transfer strategies, supported by a Legal Adviser to ensure compliance and technical accuracy.

*Requirements**Qualifications Relevant degree (Law, Financial Planning, Accounting, or similar)

• Professional certifications (e.g., CFP®, Fiduciary Practitioner, or equivalent preferred)

Experience

• Minimum 5–8 years’ experience in estate planning, fiduciary services, or wealth management

• Experience working with financial advisers and high-net-worth clients

Knowledge

• Keep abreast of developments in the market, competitor landscape, product and legislative changes or requirements

• Understanding of the financial services industry

• Deep knowledge of estate planning, trusts, and fiduciary structures

• Understanding of tax implications related to estates and wealth transfer

Knowledge of investment principles and financial planning integration

Duties & Responsibilities****Product Promotion & Distribution

• Champion the Momentum Estate Provider offering across adviser and client segments.

• Partner with the Retail Business Consultant to identify distribution opportunities and embed estate planning into IFA value propositions.

• Support the Investment Consultant in aligning estate planning solutions with investment strategies and where the opportunity arise refer to Retail Consultant

• Participate in joint IFA and client engagements, presentations, and solution design sessions.

Estate Planning Advisory

• Provide specialist estate planning input, including:

• Wills and testamentary structuring

• Trust structuring (inter vivos and testamentary trusts)

• Beneficiary planning and liquidity assessments

• Tax-efficient wealth transfer strategies

• Conduct estate gap analyses and recommend appropriate solutions using the Momentum Estate Provider.

• Ensure alignment between estate plans, investment portfolios, and broader financial planning strategies.

Capability Building & Enablement

• Equip financial advisers with knowledge and tools to position and implement estate planning solutions.

• Deliver training sessions, workshops, and thought leadership content on estate planning and the Momentum Estate Provider.

• Develop case studies and practical frameworks to simplify estate planning conversations.

• Train consultants

Client & Intermediary Engagement

• Support high-value and complex client engagements.

• Assist advisers in structuring solutions for sophisticated client needs.

• Build strong relationships with intermediaries, ensuring trust and credibility as a subject matter expert.

Compliance & Governance

• Ensure all estate planning solutions comply with legal, tax, and regulatory frameworks.

• Work with the Legal Adviser to mitigate risks and maintain governance standards.

• Maintain accurate documentation and adherence to internal policies.

Competencies

• Collaboration and influencing skills

• Ability to translate complex concepts into practical solutions

• Strong client-centric mindset

• Analytical and problem-solving ability