Talent Pool Legal Advisor MMH230606-11

Role Purpose

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

Requirements

1. Experience and Qualification

• 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).
• Should be able to communicate well in English.
• 3-5 years' experience in financial services corporate.

Duties and 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

• 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.
• 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).

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