Legal Advisor 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.

Job specification:

An opportunity has become available for a Legal Advisor Advanced within the Legal team within the Old Mutual Personal Finance business unit. This role provides advanced legal support on Financial Planning and Distribution of Financial Products , as well as providing advanced legal advice. The incumbent is individually accountable for achieving results, over periods from 3 months to a year. Participates in legislation if required.

Role Description & Key Result Areas:

• Provide legal advice to brokers/ financial advisors with regard to estate planning, retirement planning, and investment planning and business assurance.
• Provide ad hoc training to brokers/ financial advisors and staff on legal as well as compliance related issues.
• Provide ad hoc legal and marketing presentations to brokers/ financial advisors and their clients.
• Writes financial planning circulars and provides legal opinions / comments on legislation.
• Provide support to Old Mutual Personal Finance legal advisers in the other regions.
• Interact with the Legal Advisor Advanced, Area Managers & Sales Managers and Financial Advisors with regard to legal advice, training and compliance.
• Influence sales within Old Mutual Personal Finance

Qualifications and experience:

• An LLB or B Proc qualification.
• Admitted as an Attorney will be advantageous
• Completed / in the process of obtaining Post Graduate Diploma in Financial Planning (CFP) will be advantageous
• Fully bilingual (English and Afrikaans).
• Basic knowledge of the legislation relating to financial planning.
• Basic 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 judgment and decision making ability.
• Good client service orientation.
• Well-developed presentation and facilitation skills.
• Own transport essential.
• Possession of a valid driver’s license.
• 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

• 05 October 2022