Legal Consultant - Umhlanga, South Africa - 5th Dimension Consulting

5th Dimension Consulting

Verified Company

Umhlanga, South Africa

1 week ago

Posted by:

Thabo Mthembu

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Description

Jun 6, 2023 | Financial Products Sales, Financial Services, Legal Consultant, Life Insurance

Job Role

Responsible for rendering proactive specialist Legal Technical advice and Support to the relevant regions.
Stakeholders/clients will include Managers, Broker/Sales Consultants and intermediaries in both the Financial Adviser and Broker Distribution space with the view to enabling sales/business growth and strengthening intermediary relationships.
Being based in Umhlanga and providing a Legal Consultant service throughout the region and surrounding areas, means
travelling extensively.

Responsibilities

Analyze, understand and capitalise on market opportunities for business growth.
Ensure that a proper marketing plan is contracted with region/units at the beginning of each year and monitor to ensure the implementation of the plan during the year.
Work closely with identified managers and consultants to identify and respond to opportunities and needs for legal advice/assistance.
Financial Planning support in relation to:
Estate Planning and Fiduciary Services
Retirement Planning
Investments Planning
Risk Products
Business Assurance (in light of business structure)
Evaluate existing client financial solutions/plans.
Provide coaching and training (workshops) to consultants and intermediaries on legal technical areas as needed.
Assist intermediaries to optimally mine their existing client database.
Coach and train intermediaries on creative cross selling and upselling of products to existing clients.
Assist in highlighting gaps and opportunities within their current base.
Undertake client/intermediary seminar, training or information presentations to selected group.
Remain updated on new Legislation/Legal pertaining to financial services and keep staff informed and updated on the impacts and requirements.
Undertake continuous professional development (i

e:
FPI) to remain relevant and up-skill and pass this technical expertise onto clients and management through interactions.

Requirements:

_Qualifications_

B Legal Degree (BCom Law, LLB, etc.)
Registered CFP

_Experience_

Strong Legal Technical exposure (Fiduciary namely Wills & Trusts, Contract law)
Experience as a Legal adviser in the Financial industry would be advantageous.
Financial Services experience, preferably with Personal Financial Planning and Sales.

_Knowledge/ Skills_

Financial services industry and markets
Financial services products
Financial planning and sales processes and practices.
Client needs analysis knowledge and experience with regard to retirement, investment and estate planning, business assurance etc.
Full range of Legislation, Compliance and Laws governing operations within the financial services Distribution environment, including understanding of income Tax laws, TCF, FAIS etc.
MS: Office (Excel, Word, PP, Outlook)
Financial calculations
Planning tools