About the role
Momentum, a financial services provider of choice since 1966, known for its entrepreneurial spirit and innovative culture is committed to wealth creation and preservation, insurance, and income protection for all our clients. We do this through our understanding of the retail insurance, savings, and investment markets in SA.
Role Purpose
The Legal Advisor is responsible for financial planning & technical support relating to risk, investments & fiduciary solutions in both individual & business market.
Requirements
Qualifications:
- Relevant Law degree (essential)
- Postgraduate Diploma in Financial Planning (essential)
- FAIS Compliant (RE 1 and RE5 Certification)
Experience:
- At least 5 years business-related experience
- Financial services and commercial experience (essential)
- 3-5 years' experience in financial services corporate
- Should be able to communicate well in English and Afrikaans
- This role will require you to travel between provinces.
Duties & Responsibilities
Financial Planning:
- Identify, analyse, and implement solutions to clients and financial advisers/planners regarding:
- Estate planning (including Fiduciary Specialist services)
- Business planning – Tax planning
- Investment planning – 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 adaptions/modifications and feedbacks
- Contribute to the growth in and retention of risk business (Myriad) and Fiduciary services i.e. wills, trusts and estates
- 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)
Competencies
- Analyzing
- Applying expertise and technology
- Learning and researching
- Presenting and communicating information
- Persuading and Influencing
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