Legal Advisor MMH

Role Purpose

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

• Relevant Law degree (essential)
• Postgraduate Diploma in Financial Planning (essential)
• FAIS Compliant (RE 1 and RE5 Certification)

• At least 5 years business-related experience
• Financial services and commercial experience (essential)
• 3-5 years' experience in financial services corporate
• Should be able to communicate well in English and Afrikaans
• Will require travel between provinces

• Identify, analyse, and implement solutions to clients and financial advisers/planners regarding:
• Estate planning (including Fiduciary Specialist services)
• Business planning and Tax planning
• Investment planning and Retirement planning; provide support to financial advisors
• Ensure that the financial adviser/planner's needs are established, and support is provided relevant to those needs
• Keep the client on top of mind for all individual engagements, discussions, follow-ups and adaptations/modifications and feedbacks
• Contribute to the growth in and retention of risk business (Myriad) and Fiduciary services i.e. wills, trusts and estates
• Train and develop 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)

Ensure the necessary FAIS Compliance documents are completed and signed and placed on record (Letter of Introduction and Record of Advice, if applicable).