Sunday , February 5 2023

Old Mutual Jobs Port Elizabeth – Legal Advisor

Website Old Mutual

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.

Job Responsibilities:

  • Provide support to Old Mutual Personal Finance legal advisers in the other regions.
  • Provide legal advice to brokers/ financial advisors with regard to estate planning, retirement planning, and investment planning and business assurance.
  • Provide ad hoc legal and marketing presentations to brokers/ financial advisors and their clients.
  • Writes financial planning circulars and provides legal opinions / comments on legislation.
  • Provide ad hoc training to brokers/ financial advisors and staff on legal as well as compliance related issues.
  • Interact with the Legal Advisor Advanced, Area Managers & Sales Managers and Financial Advisors with regard to legal advice, training and compliance.

Job Requirements:

  • Good client service orientation.
  • Good problem solving ability and analytical skills.
  • Basic knowledge of retail financial services products.
  • Well-developed presentation and facilitation skills.
  • Sound interpersonal and communication skills.
  • Sound judgment and decision making ability.

Qualification & Experience:

  • An LLB or B Proc qualification.
  • Admitted as an Attorney will be advantageous
  • Completed / in the process of obtaining Post Graduate Diploma in Financial Planning (CFP) will be advantageous

Job Details:

Company: Old Mutual

Vacancy Type: Full Time

Job Functions: Financial Services

Job Location: Port Elizabeth, Eastern Cape, South Africa

Application Deadline: N/A

Apply Here

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