Talent Pool Legal Advisor

Momentum Centurion, Gauteng, South Africa

Job Title: Talent Pool Legal Advisor
Position Type: Permanent
Role Family: Legal and Compliance
Cluster: Momentum Distribution Services
Remote Opportunity: Some of the time
Location: Centurion, Gauteng, South Africa

Introduction:
Momentum, a financial services provider of choice, is committed to wealth creation and preservation, insurance, and income protection for all our clients.

Role Purpose:
Provide specialist legal advice to ensure legal soundness of operations and effective execution of commercial transactions across the business.

Requirements:

1. Qualifications:
   Relevant Law degree (essential)
   Postgraduate Diploma in Financial Planning (essential)
   FAIS Compliant (RE 1 and RE5 Certification)
2. Experience:
   At least 5 years business-related experience.
   Financial services and commercial experience (essential).
   Should be able to communicate well in English.
   3-5 years' experience in financial services corporate.

Duties & Responsibilities:

1. Financial Planning:
   Identify, analyse, and implement solutions to clients and financial advisers/planners regarding:
   - Estate planning (including Fiduciary Specialist services)
   - Business planning
   - Tax planning
   - Investment planning
   - Retirement planning
2. Provide Support To Financial Advisors:
   Ensure that the financial adviser/planner's needs are established, and support is provided relevant to those needs.
   Ensure that you keep the client on top of mind for all individual engagements, discussions, follow-ups and adaptations/modifications and feedback.
   Contribute to the growth in and retention of risk business (Myriad) and Fiduciary services i.e. wills, trusts and estates.
3. Train and develop financial advisers/planners and assist them with growing their business by providing quality legal and technical support, including fiduciary services.
4. Knowledge sharing and contributing to the monthly, quarterly, and ad-hoc publications (ASAP, Leverage and Momentarily).
5. Compliance:
   Ensure the necessary FAIS Compliance documents are completed and signed and placed on record (Letter of Introduction and Record of Advice, if applicable).

Competencies:
Analyzing, Applying expertise and technology, Learning and researching, Presenting and communicating information, Persuading and Influencing.

Seniority level: Mid-Senior level
Employment type: Full-time
Job function: Legal