Legal Consultant:SanlamConnect: Cape Region: Bellville

Who are we?

SanlamConnect is dedicated to supporting, growing and empowering clients with affordable, easy and suitable solutions, primarily through face-to-face intermediary channels, but also directly. We have approximately 2,000 tied advisers and 2,000 supporting independent brokers, all dedicated to meeting the financial needs of our clients. Our vision: We aspire to be the best at building enduring relationships by connecting clients with Sanlam. We create sustainable value by attracting new clients, supporting ongoing client engagement and providing adaptive solutions designed to answer life’s financial questions. ULTIMATELY, WE EMPOWER PEOPLE TO BE FINANCIALLY CONFIDENT, SECURE AND PROSPEROUS.

What will you do?

This specialist role is primarily responsible for rendering pro-active 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.

What will make you successful in this role?

• Analyse, 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 up-selling 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 groups.
• 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-skilled and pass this technical expertise onto clients and management through interactions.

Qualification and Experience

• B Legal Degree (BCom Law, LLB, etc.)
• Admitted attorney to the High Court
• Registered CFP
• Strong legal technical exposure (Fiduciary namely Wills & Trusts, Contract law, Commercial law)
• 3 to 5 years experience as an attorney or legal adviser in the financial industry
• Financial Services experience, preferably with Personal Financial Planning and Sales.

Knowledge and 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 operation 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.

Personal Attributes

• Results Driven.
• Decision Making.
• Flexibility and Adaptability.
• Customer Focus.
• Innovation.
• Good communication skills.
• Technical Professional Skills.
• Analytical and attention to detail.
• Good relationship builder and networker internally within the organisation.
• Structured and organised.
• Continuous Learning.
• Ability to operate and influence at a strategic level.
• Professional and ethical.

Build a successful career with us

We’re all about building strong, lasting relationships with our employees. We know that you have hopes for your future – your career, your personal development and achieving great things. We pride ourselves in helping our employees to realise their worth. Through its five business clusters – Sanlam Fintech, Sanlam Life and Savings, Sanlam Investment Group, Sanlam Allianz, Santam, as well as MiWay and the Group Office – the group provides many opportunities for growth and development.

Turnaround time

• The shortlisting process will only start once the application due date has been reached. The time taken to complete this process will depend on how far you progress and the availability of managers.
• The closing date for applications is 30 April 2025.
• The recruiter reserves the right to withdraw the advertisement prior to the closing date or to allow further applications to be submitted after the closing date indicated.

Our commitment to transformation

The Sanlam Group is committed to transformation and embracing diversity, and our employment equity plan and targets will be considered as part of the recruitment process. This commitment is what drives us to achieve a diverse workplace with employment equity as a key goal to create an inclusive workforce, representative of the demographics of our society as well as people with disabilities.