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.

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.

Legal Advice

• Assists in the preparation of semi-legal or contractual documents used by the business unit/segment.
• Conducts or participates in legislation if required.
• Provides advanced legal support on financial planning through staff supervised.
• Provides legal opinions/comments on legislation.

Product/Retail Support

• Conducts training sessions.
• Presents marketing talks.
• Works on projects.
• Writes financial planning circulars.

Stakeholder Management

• Assists in shaping and influencing other stakeholders/regulators.
• Networks with industry bodies.

Team Effectiveness

• Balances own priorities with directing and motivating others.
• Creates a climate for optimal performance.
• Guides and directs staff to achieve operational excellence standards.
• Individually accountable for staff time, tasks and output quality, over periods of 3 months to a year.
• Manages legal advisors if required.
• Manages performance.
• Plans & assigns work over periods of 3 months to a year.
• Selects potential staff to sustain customer/ client service delivery.

ROLE DESCRIPTION

• Provides advanced legal support on financial planning.
• Conducts or participates in legislation training if required.
• Manages legal advisors if required.
• Networks with industry bodies.
• Assists in shaping and influencing other stakeholders/regulators.
• Writes financial planning circulars.
• Works on projects.
• Presents marketing talks.
• Conducts training sessions.
• Provides legal opinions/comments on legislation.
• Assists in the preparation of semi-legal or contractual documents used by the business unit/ segment.

Qualification Information

• 5-7 years practitioners experience
• 4 years post qualification/ Industry experience.
• Post Grad legal qualification & professional registration
• Admitted practicing attorney/advocate
• LLB + articles.
• Registered CFP holder
• Completed the Post Graduate Diploma in Financial Planning (CFP).
• Passed the FPI CFP professional competency exam.
• Completion of Post Graduate Diploma specializing in estate planning will be advantageous.
• Fully bilingual (Afrikaans and English)
• Excellent knowledge of the legislation relating to financial planning.
• Own transport essential.
• Possession of a valid driver’s license.
• Well-developed presentation and facilitation skills.
• Willing to travel and sleep over.
• In-depth product & process knowledge
• At least one external publication in previous 3 years
• At least one annual internal publication (eg Premiums & Problems, DYK, Hotline) [internal candidate].