Client Facing Legal Advisor Advanced at Old Mutual Zimbabwe

job Description

The appointment will be made from the designated group in line with the Employment Equity Plan of Old Mutual South Africa and the specific business unit in question.

Key Focus:
This role provides advanced legal support on Financial Planning , as well as providing advanced legal advice. The incumbent is individually accountable for achieving results through staff supervised, over periods from 3 months to a year. Participates in legislation if required.

Duties and Responsibilities

-Provide legal advice to brokers with regard to estate planning, retirement planning, and investment planning and business assurance.
-Provide ad hoc training to brokers and staff on legal as well as compliance related issues.
-Provide ad hoc legal and marketing presentations to brokers and their clients.
-Writes financial planning circulars and provides legal opinions / comments on legislation
-Provide support to Old Mutual BD legal advisers in the other regions.
-Interact with the Legal Advisor Advanced, Area Managers & Business Consultants with regard to legal advice, training and compliance.
-Weekly travelling to and sleep over in outlying branches in the North West Province.
-Influence sales within Old Mutual Broker Distribution

Qualifications and Experience

-An LLB or B Proc qualification.
-Admitted as an Attorney will be advantageous
-Completed the Post Graduate Diploma in Financial Planning (CFP).
-Completion of the Advanced Post Graduate Diploma in Financial Planning (Advanced CFP) will be advantageous.
-At least five years’ experience in the financial services industry.
-Fully bilingual (Afrikaans and English).
-Excellent knowledge of the legislation relating to financial planning.
-Knowledge of retail financial services products.
-Computer literacy.
-Sound interpersonal and communication skills.
-Ability to liaise at all levels.
-Good problem solving ability and analytical skills.
-Ability to influence and persuade.
-Sound judgement and decision making ability.
-Good client service orientation.
-Own transport essential.
-Possession of a valid driver’s license.
-Well developed presentation and facilitation skills.
-Willing to travel and sleep over.

This role requires high levels of:
-Building Relationships
-Business Awareness
-Decision Making
-Gaining Commitment
-Initiating Action
-Ownership
-Technical Knowledge
-Thinking Skills

Job overview

Location

South Africa
Job Type

Full Time
Expiry Date

20 Jun 2024
Date Posted

14 Jun 2024

Client Facing Legal Advisor Advanced at Old Mutual Zimbabwe

Old Mutual Zimbabwe

Customer Service

job Description

Duties and Responsibilities

Qualifications and Experience

How to Apply

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