Legal Advisor | Claremont

A premier wealth management group, known for its holistic approach to financial planning, asset management, and fiduciary services, is seeking an experienced Legal Advisor to support its group of companies. This role offers a unique opportunity to provide high-level legal guidance across a diverse portfolio that includes wealth management, asset management, collective investment schemes, a linked long-term insurer, and treasury services.

Ourclient is looking for a legal professional with a commercial mindset, strong regulatory knowledge in non-banking financial services, and a passion for enabling sound business decision-making through legal insight.

Key Responsibilities:

• Provide comprehensive legal advice to various business units across the group
• Support the Compliance team with legal interpretation and analysis
• Advise on new business ventures and assist with the legal implementation of initiatives
• Ensure legal compliance with relevant financial services legislation
• Stay abreast of legal developments and proactively advise business leaders
• Draft and review a wide range of contracts, including financial services agreements and general commercial documents
• Draft and vet client documentation and correspondence
• Liaise with and manage relationships with external legal counsel
• Lead and support negotiations with external stakeholders and suppliers
• Represent the group at ASISA committees and contribute to regulatory commentary on behalf of the firm

Requirements:

• LLB degree and admission as an attorney of the High Court of South Africa
• At least 8 years’ post-qualification legal experience, with 6+ years as a Legal Advisor in the non-banking financial services sector

Technical

Skills:

• Proficiency in Microsoft Office (Word, Excel, Outlook, Teams) and Adobe
• Expertise in financial services law and general commercial law
• Advanced contract drafting and legal writing skills

Key

Competencies:

• Strategic business insight and the ability to align legal advice with commercial goals
• Exceptional verbal and written communication skills
• Strong negotiation and stakeholder engagement abilities
• High level of accountability and ethical conduct
• Proven problem-solving and decision-making capabilities
• Ability to work independently and collaboratively within a team
• Excellent time management and prioritisation skills