Legal Advisor
Financial Services, Insurance
Minimum Requirements
- Relevant Law degree (essential)
- Postgraduate Diploma in Financial Planning (essential)
- FAIS Compliant (RE 1 and RE5 Certification)
- At least 5 years business-related experience
- Financial services and commercial experience (essential)
- 3-5 years' experience in financial services corporate
- Should be able to communicate well in English and Afrikaans
- This role will require you to travel between provinces.
- Analyzing
- Financial Planning: Identify, analyse, and implement solutions to clients and financial advisers/planners regarding:
- Estate planning (including Fiduciary Specialist services)
- Business planning ? Tax planning
- Investment planning ? Retirement planning Provide support to financial advisors:
- Ensure that the financial adviser/planner's needs are established, and support is provided relevant to those needs
- Ensure that you keep the client on top of mind for all individual engagements, discussions, follow-ups and adaptions/modifications and feedbacks
- Contribute to the growth in and retention of risk business (Myriad) and Fiduciary services i.e. wills, trusts and estates
- Train and develop financial advisers/planners and assist them with growing their business by providing quality legal and technical support, including fiduciary services
- Knowledge sharing and contributing to the monthly, quarterly, and ad-hoc publications (ASAP, Leverage and Momentarily)
- Identify, analyse, and implement solutions to clients and financial advisers/planners regarding:
- Qualifications :
- Financial Planning:
- Ensure the necessary FAIS Compliance documents are completed and signed and placed on record (Letter of Introduction and Record of Advice, if applicable)
Responsibilities
- Identify, analyse, and implement solutions to clients and financial advisers/planners regarding:
- Estate planning (including Fiduciary Specialist services)
- Business planning ? Tax planning
- Investment planning ? Retirement planning Provide support to financial advisors:
- Ensure that the financial adviser/planner's needs are established, and support is provided relevant to those needs
- Ensure that you keep the client on top of mind for all individual engagements, discussions, follow-ups and adaptions/modifications and feedbacks
- Contribute to the growth in and retention of risk business (Myriad) and Fiduciary services i.e. wills, trusts and estates
- Train and develop financial advisers/planners and assist them with growing their business by providing quality legal and technical support, including fiduciary services
- Knowledge sharing and contributing to the monthly, quarterly, and ad-hoc publications (ASAP, Leverage and Momentarily)
- Financial Planning:
- Ensure the necessary FAIS Compliance documents are completed and signed and placed on record (Letter of Introduction and Record of Advice, if applicable)
