Client Facing Legal Advisor Advanced at Old Mutual

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.

Key result areas and work descriptors:

• 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

Role Qualifications:

• 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.

Competencies:

This role requires high levels of:

• Building Relationships
• Business Awareness 
• Decision Making 
• Gaining Commitment 
• Initiating Action 
• Ownership
• Technical Knowledge
• Thinking Skills

Closing Date: 20 June 2024