Our client, a highly regarded player in the wealth planning space, is seeking a seasoned professional to join their team. This role sits within a sophisticated Wealth Planning division and focuses on delivering expert‑level estate and fiduciary advisory services to high‑net‑worth clients.

In this role, you’ll be the go‑to authority on complex estate structures, trusts, and tax‑efficient planning strategies. You will lead from the front, guiding Financial Planners, influencing client strategy, and ensuring that every recommendation is not only compliant but also clever.

If you enjoy combining technical excellence with real client impact and can explain estate duty without putting people to sleep you’ll fit right in.

Key Responsibilities

• Lead the design and implementation of advanced estate planning strategies, including trust structures and tax‑efficient solutions.
• Provide expert advice on estate duty, CGT, income tax, and fiduciar...