Legal Consultant:SanlamConnect: Cape Region: Bellville at Sanlam Group

What will you do?

• This specialist role is primarily responsible for rendering pro-active specialist legal technical advice and support to the relevant regions.
• Stakeholders/clients will include Managers, Broker/Sales Consultants and intermediaries in both the Financial Adviser and Broker Distribution space with the view to enabling sales/business growth and strengthening intermediary relationships.

What will make you successful in this role?

• Analyse, understand and capitalise on market opportunities for business growth.
• Ensure that a proper marketing plan is contracted with region/units at the beginning of each year and monitor to ensure the implementation of the plan during the year.
• Work closely with identified managers and consultants to identify and respond to opportunities and needs for legal advice/assistance.
• Financial Planning support in relation to:
• Estate Planning and Fiduciary Services
• Retirement Planning
• Investments Planning
• Risk Products
• Business Assurance (in light of business structure)
• Evaluate existing client financial solutions/plans
• Provide coaching and training (workshops) to consultants and intermediaries on legal technical areas as needed.
• Assist intermediaries to optimally mine their existing client database.
• Coach and train intermediaries on creative cross selling and up-selling of products to existing clients.
• Assist in highlighting gaps and opportunities within their current base.
• Undertake client/intermediary seminar, training or information presentations to selected group.
• Remain updated on new legislation/legal pertaining to financial services and keep staff informed and updated on the impacts and requirements. 
• Undertake continuous professional development (i.e.: FPI) to remain relevant and up-skilled and pass this technical expertise onto clients and management through interactions

Qualification and Experience

• B Legal Degree (BCom Law, LLB, etc.)
• Admitted attorney to the High Court 
• Registered CFP ® 
• Strong legal technical exposure (Fiduciary namely Wills & Trusts, Contract law, Commercial law)
• 3 to 5 years experience as an attorney or legal adviser in the financial industry
• Financial Services experience, preferably with Personal Financial Planning and Sales

Knowledge and Skills

• Financial services industry and markets
• Financial services products
• Financial planning and sales processes and practices
• Client needs analysis knowledge and experience with regard to retirement, investment and estate planning, business assurance etc.
• Full range of legislation, compliance and laws governing operation within the financial services Distribution environment, including understanding of income tax laws, TCF, FAIS etc.
• MS: Office (Excel, Word, PP, Outlook)
• Financial calculations 
• Planning tools

Personal Attributes

• Results Driven
• Decision Making
• Flexibility and Adaptability
• Customer Focus
• Innovation
• Good communication skills
• Technical Professional Skills
• Analytical and attention to detail 
• Good relationship builder and networker internally within organisation
• Structured and organised
• Continuous Learning
• Ability to operate and influence at a strategic level
• Professional and ethical

The closing date for applications is 12 September 2025