Render pro-active specialist legal technical advice & support to regions Provide Legal Consultant service throughout the region and surrounding areas • Contract a proper marketing plan with region/units at the beginning of each year, monitor & ensure implementation thereof • Financial Planning support in relation to: ­ Estate Planning & Fiduciary Services ­ Retirement Planning ­ Investments Planning ­ Risk Products ­ Business Assurance (in light of business structure) ­ Evaluate existing client financial solutions/plans • Remain updated on new legislation/legal pertaining to financial services & keep staff informed & updated on the impacts and requirements • B Legal Degree (B Com Law, LLB etc.) • Registered CFP
• Strong legal technical exposure (Fiduciary namely Wills & Trusts, Contract law, Commercial law) • Expe as an attorney or legal adviser in the financial industry would be advantageous • Financial Services industry & mrk expe, preferably with Personal Financial Planning, Sales & products
• Experience in retirement, investment, estate planning, business assurance etc • Distribution structure knowledge & the different chann & Pel & segment value propositions • Full range of legislation, compliance & laws governing operation within the financial services Distribution environment, including understanding of income tax laws, TCF, FAIS etc. • MS Office • Financial calculations • Planning Tools