Client Facing Legal Advisor Advanced needed at Old Mutual

Job Expired
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Job title : Client Facing Legal Advisor Advanced

Job Location : Other,

Deadline : July 14, 2024

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Job Description

  • The appointment will be made from the designated group in line with the Employment Equity Plan of Old Mutual South Africa and the specific business unit in question.

Key Focus:

  • This role provides advanced legal support on Financial Planning , as well as providing advanced legal advice.  The incumbent is individually accountable for achieving results through staff supervised, over periods from 3 months to a year. Participates in legislation if required.

Key result areas and work descriptors:

  • Provide legal advice to brokers with regard to estate planning, retirement planning, and investment planning and business assurance.
  • Provide ad hoc training to brokers and staff on legal as well as compliance related issues.
  • Provide ad hoc legal and marketing presentations to brokers and their clients.
  • Writes financial planning circulars and provides legal opinions / comments on legislation
  • Provide support to Old Mutual BD legal advisers in the other regions.
  • Interact with the Legal Advisor Advanced, Area Managers & Business Consultants with regard to legal advice, training and compliance.
  • Weekly travelling to and sleep over in outlying branches in the North West Province.
  • Influence sales within Old Mutual Broker Distribution

Role Qualifications:

  • An LLB or B Proc qualification.
  • Admitted as an Attorney will be advantageous
  • Completed the Post Graduate Diploma in Financial Planning (CFP).
  • Completion of the Advanced Post Graduate Diploma in Financial Planning (Advanced CFP) will be advantageous.
  • At least five years’ experience in the financial services industry.
  • Fully bilingual (Afrikaans and English).
  • Excellent knowledge of the legislation relating to financial planning.
  • 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 judgement and decision making ability.
  • Good client service orientation.
  • Own transport essential.
  • Possession of a valid driver’s license.
  • Well developed presentation and facilitation skills.
  • Willing to travel and sleep over.


This role requires high levels of:

  • Building Relationships
  • Business Awareness 
  • Decision Making 
  • Gaining Commitment 
  • Initiating Action 
  • Ownership
  • Technical Knowledge
  • Thinking Skills

Closing Date: 20 June 2024

How to Apply for this Offer

Interested and Qualified candidates should Click here to Apply Now

  • This job has expired!
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