Momentum
Momentum — Port Elizabeth, Nelson Mandela Bay
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, Fiduci…
To apply for this job please visit www.adzuna.com.
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