Legal Advisor Advanced

• 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.
• This role can also be a specialist role and not manage a team.
• This role is linked to Legal Advisor Specialist (N) for Manager of Self. Movement from Manager of Sef to Manager of Others MUST follow the vacancy process.

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.