Legal Advisor - Discovery Life at Discovery Limited

Key Purpose

• Providing the highest quality legal advice, legal opinions, to relevant internal and external stakeholders regarding all legal related matters to minimize risk of the organization. 

Areas of responsibility may include but not limited to

• Legal advice: Attend and oversee legal and other queries from financial advisors and clients
• Legal drafting: To draft buy and sell contracts and provide input with Estate Planning and trusts
• Collaboration: To train and advise financial advisors on how to use Discovery’s products in conjunction with tax, estate duty and forex legislation to increase sales
• Marketing: To provide seminars and high profile events to maximize the exposure of Discovery’s products by utilizing the latest tax, legal and investment highlights
• Knowledge: To stay up to date with the latest legal and tax changes affecting Discovery and the industry

Education and Experience

Essential

• Matric
• Bachelors of Laws (LLB) degree
• 5 years + experience in the Financial Services/Insurance Industry

Advantageous

• LLM
• CFP
• Qualification in Tax

Technical Skills and Knowledge

Essential

• Sound knowledge of tax, estate duty, insurance and Forex legislation
• Drafting and review of legal documentation such as buy and sell contracts, trust deeds and wills
• Ability to train and present to large groups
• Working experience in the Long-Term Insurance industry