Talent Pool Legal Advisor Mmh230606-11

Guardrisk Group; Gauteng; On-site; ZAR 400,000 - 500,000; Full time

Job summary

An established industry player is seeking a talented Legal Advisor to join their team. In this role, you will provide specialist legal advice to ensure the legal soundness of operations and the effective execution of commercial transactions. You will also support financial advisers in meeting their clients' needs, contributing to the growth of risk business and fiduciary services. This is an excellent opportunity for a professional with a relevant Law degree and a strong background in financial services to make a significant impact in a dynamic environment. If you are passionate about legal excellence and client support, this role is perfect for you.

Qualifications

• 5+ years of business-related experience in financial services.
• Essential qualifications include a Law degree and a Postgraduate Diploma in Financial Planning.

Responsibilities

• Provide specialist legal advice for commercial transactions.
• Train and develop financial advisers/planners with legal support.

Skills

Legal advice

Communication in English

Financial services experience

Commercial transactions

Education

Relevant Law degree

Postgraduate Diploma in Financial Planning

FAIS Compliant (RE 1 and RE5 Certification)

Job description

Join to apply for the Talent Pool Legal Advisor MMH-11 role at Guardrisk.

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)
4. At least 5 years business-related experience.
5. Financial services and commercial experience (essential).
6. Should be able to communicate well in English.
7. 3-5 years' experience in financial services corporate.

Duties and Responsibilities

Financial Planning

Identify, analyse, and implement solutions to clients and financial advisers/planners regarding:

1. Estate planning (including Fiduciary Specialist services)
2. Business planning
3. Tax planning
4. Investment planning
5. 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 feedbacks. Contribute to the growth in and retention of risk business (Myriad) and Fiduciary services i.e. wills, trusts, and estates.

Training and Development

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).

Seniority level

Mid-Senior level

Employment type

Full-time

Job function

Legal

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