Legal Advisor - Free State at Momentum Metropolitan Holdings Limited

Role Purpose    

• The Legal Advisor is responsible for financial planning & technical support relating to risk, investments & fiduciary solutions in both individual & business markets.

Requirements    

Qualifications:

• Relevant Law degree/LLB (essential) \
• Postgraduate Diploma in Financial Planning/CFP (Preferred)
• FAIS Compliant (RE5 Certification essential)

Experience:

• At least 5 years experience in the financial services and commercial industry, with a preference in financial planning & insurance.
• 1 - 3 years' legal advisor experience in the financial services industry. 

Duties & Responsibilities    

• Provide expert advice to business on various legal and technical matters in line with legal framework and best practice.  
• Provide legal advice to all stakeholders on any corporate legal related matters to ensure soundness of commercial operations enabling business to achieve its objectives. 
• Financial Planning: Identify, analyse, and implement solutions to MDS clients and financial advisers/planners regarding:  
• Estate planning (including Fiduciary Specialist services) 
• Business planning  
• Tax planning  
• Investment planning  
• Retirement planning  
• Offshore estate planning
• Provide support to financial advisors:  
• Ensure that MDS 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 feedback.
• Contribute to the growth and retention all business pertaining to MDS portfolio.
• Train and develop MDS 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).
• Build and maintain relationships with clients and internal and external stakeholders.
• Participate and contribute to a culture which builds rewarding relationships, facilitates feedback and provides  exceptional client service.
• Drive client service delivery goal achievement in line with predefined standards in order to ensure that clients receive appropriate advice and after sales service.  

Compliance:  

• Ensure the necessary FAIS Compliance documents are completed and signed and placed on record  (Letter of Introduction and Record of Advice, if applicable)
• Ensure that all legal execution documents are executed in accordance with relevant industry legislation  and requirements.  
• Update and educate the business on changes or amendments to business laws and advise how this  may affect the business when required.  
• Note: This role may require you to travel between provinces. 

Competencies    

• Working with people  
• Adhering to principles & values
• Relating and Networking
• Persuading and Influencing
• Applying Expertise and Technology
• Analysing
• Learning and Researching
• Formulating strategies and concepts
• Plan and organizing
• Delivering results and meet customer expectations
• Adapting and responding to change  
• Coping with pressure and setbacks
• Achieving personal work goals and objectives
• Entrepreneur and Commercial thinking 

Closing Date    

• 2026/08/10