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

Experience

1. At least 5 years business-related experience.
2. Financial services and commercial experience (essential).
3. Should be able to communicate well in English.
4. 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:
2. Estate planning (including Fiduciary Specialist services)
3. Business planning
4. Tax planning
5. Investment planning
6. 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. 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).

Compliance
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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