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
Ad
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
