Financial Consultant – Estate & Trust Planning

About the role

Build Wealth. Protect Legacies. Make a Difference. We're looking for driven and relationship‑focused individuals to join our growing Estate & Trust Planning team. If you're passionate about helping clients preserve wealth, plan for the future, and leave a lasting legacy, this is an opportunity to build a rewarding advisory career.

Key responsibilities

• Advise individuals, families, and business owners on holistic wealth, estate, and succession planning.
• Build long‑term client relationships through networking, referrals, and strategic partnerships.
• Conduct financial reviews and recommend tailored solutions for wealth protection, retirement, trusts, and legacy planning.
• Work alongside experienced estate planning and wealth specialists to deliver comprehensive financial solutions.

Required profile

• Strong interpersonal and relationship‑building skills.
• Self‑motivated, entrepreneurial, and results‑driven.
• Experience in financial advisory, banking, wealth management, insurance, or relationship management is an advantage.
• Existing Financial Consultants, Relationship Managers, and aspiring advisers are welcome to apply.

What we offer

• Specialise in a fast‑growing and high‑value area of financial advisory.
• Structured training, mentorship, and continuous professional development.
• Access to affluent and high‑potential client segments.
• Attractive performance‑based remuneration with uncapped earning potential.
• A meaningful career helping clients protect their wealth and secure their family’s future.