Legal Advisor Specialist - Cape Town, South Africa - Old Mutual

    Old Mutual
    Old Mutual Cape Town, South Africa

    3 weeks ago

    Old Mutual background
    Full time
    Description

    Description

    :
  • Provides advanced legal support on financial planning.
  • Conducts or participates in legislation training if required.
  • Manages legal advisors if required. Networks with industry bodies.
  • Assists in shaping and influencing other stakeholders/regulators.
  • Writes financial planning circulars.
  • Works on projects. Presents marketing talks.
  • Conducts training sessions.
  • Provides legal opinions/comments on legislation.
  • Assists in the preparation of semi-legal or contractual documents used by the business unit/ segment.

    • Key Result Areas:

    Legal Advice

  • Assists in the preparation of semi-legal or contractual documents used by the business unit/segment.
  • Conducts or participates in legislation if required.
  • Provides advanced legal support on financial planning through staff supervised.
  • Provides legal opinions/comments on legislation.

    • Product/Retail Support

  • Conducts training sessions.
  • Presents marketing talks.
  • Works on projects.
  • Writes financial planning circulars.

    • Stakeholder Management

  • Assists in shaping and influencing other stakeholders/regulators.
  • Networks with industry bodies.

    • Team Effectiveness

  • Balances own priorities with directing and motivating others.
  • Creates a climate for optimal performance. Guides and directs staff to achieve operational excellence standards. Individually accountable for staff time, tasks and output quality, over periods of 3 months to a year. Manages legal advisors if required. Manages performance. Plans & assigns work over periods of 3 months to a year. Selects potential staff to sustain customer/ client service delivery.

    • Job Requirements

  • A LLB or B Proc qualification and Post Graduate Diploma in Financial Planning (CPF)
  • plus 5 years post qualification experience.
  • Financial Services Industry Experience.
  • Admitted as an Attorney will be advantageous.
  • Fully bilingual (English and Afrikaans).
  • Advanced knowledge of the legislation relating to financial planning. Advanced knowledge of retail financial services products.
  • Computer literacy.
  • Sound interpersonal and communication skills. Ability to liaise at all levels. Good problem solving ability and analytical skills.
  • Ability to influence and persuade.
  • Sound judgment and decision making ability.
  • Good client service orientation.
  • Well-developed presentation and facilitation skills.
  • Own transport essential.
  • Possession of a valid driver's license.

    • Skills

    Education

    Closing Date

    01 May 2024