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.

An opportunity has become available for a Legal Advisor Specialist within the Legal team within the Old Mutual Personal Finance business unit. This role provides specialist 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.

Role Description:

• Provides advanced legal support on financial planning.
• Conducts or participates in legislation training if required.
• Manages legal advisors if required. Networks with industry bodies.
• Assists in shaping and influencing other stakeholders/regulators.
• Writes financial planning circulars.
• Works on projects. Presents marketing talks.
• Conducts training sessions.
• Provides legal opinions/comments on legislation.
• Assists in the preparation of semi-legal or contractual documents used by the business unit/ segment.

Key Result Areas:

Legal Advice

• Assists in the preparation of semi-legal or contractual documents used by the business unit/segment.
• Conducts or participates in legislation if required.
• Provides advanced legal support on financial planning through staff supervised.
• Provides legal opinions/comments on legislation.

Product/Retail Support

• Conducts training sessions.
• Presents marketing talks.
• Works on projects.
• Writes financial planning circulars.

Stakeholder Management

• Assists in shaping and influencing other stakeholders/regulators.
• Networks with industry bodies.

Team Effectiveness

• Balances own priorities with directing and motivating others.
• Creates a climate for optimal performance. Guides and directs staff to achieve operational excellence standards. Individually accountable for staff time, tasks and output quality, over periods of 3 months to a year. Manages legal advisors if required. Manages performance. Plans & assigns work over periods of 3 months to a year. Selects potential staff to sustain customer/ client service delivery.

Job Requirements

• A LLB or B Proc qualification and Post Graduate Diploma in Financial Planning (CPF)
• plus 5 years post qualification experience.
• Financial Services Industry Experience.
• Admitted as an Attorney will be advantageous.
• Fully bilingual (English and Afrikaans).
• Advanced knowledge of the legislation relating to financial planning. Advanced 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 judgment and decision making ability.
• Good client service orientation.
• Well-developed presentation and facilitation skills.
• Own transport essential.
• Possession of a valid driver’s license.