• Job Description

  Req#: JR-49096

  Let's Write Africa's Story Together!

  Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.

  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.
  
  This Provide legal advice in regards to estate planning, retirement planning, investment planning and business assurance. Provide ad hoc training on legal as well and compliance related issues. Provide ad hoc legal and marketing presentations.

  ROLE DESCRIPTION

  • Provide legal advice regarding estate planning, retirement planning, and investment planning and business assurance.
  • Provide ad hoc training on legal as well as compliance related issues.
  • Provide ad hoc legal and marketing presentations.
  • Writes financial planning circulars and provides legal opinions / comments on legislation
  • Provide support to Old Mutual legal advisers in the other regions.
  • Interact with the Legal Advisor Manager, Regional Managers, Sales Managers & Business Consultants with regard to legal advice and training.
  • Influence sales within Old Mutual Personal Finance.
  • Effectively manages:
  • The development of master text and the design & implementation of contractual processes for new products.
  • Development and enhancement of the automation system that supports the production of contractual documentation.

  KEY RESULT AREAS

  Support Service Delivery

  • Ensures the design & implementation of contractual processes for new products through staff supervised for a period of up to one year.
  • Ensures the development and enhancement of the automation system that supports the production of contractual documentation
  • Ensures the development of master text
  • Ensures the production of contractual documentation for products related to employee benefits.

  Team Effectiveness

  • Balances own priorities with directing and motivating others
  • Creates a climate for optimal performance
  • Individually accountable for staff time, tasks and output quality, over periods of 3 months to a year.
  • Plans and assigns work over periods of 3 months to a year.

  Legal Advice

  • Provide legal advice with regard to estate planning, retirement planning, and investment planning
  • Provide ad hoc training on legal as well as compliance related issues.
  • Provide ad hoc legal and marketing presentations.
  • Writes financial planning circulars and provides legal opinions / comments on legislation
  • Provide support to Old Mutual legal advisers in the other regions.
  • Influence sales within Old Mutual Personal Finance

  Personal Effectiveness

  • Accepts and lives the company values.
  • Accountable for service delivery through own efforts.
  • Collaborates effectively with others to achieve personal results.
  • Individually accountable for managing own time, tasks and output quality for periods of 1 day to a maximum of 3 months.
  • Makes increased contributions by broadening individual skills.

  Relationship Building

  • Networks within the financial industry.

  QUALIFACTION INFORMATION

  • Admitted practicing attorney/adv. LLB + articles.
  • Completed the Post Graduate Diploma in Financial Planning (CFP).
  • Passed the FPI CFP professional competency exam.
  • Completion of Post Graduate Diploma specializing in estate planning 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.
  • Own transport essential.
  • Possession of a valid driver’s license.
  • Well-developed presentation and facilitation skills.
  • Willing to travel .
  • In-depth product & process knowledge

  Skills

  Education

  Closing Date

  31 January 2024

  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.

  Old Mutual Limited is pro-vaccination and encourages its workforce to be fully vaccinated against Covid-19.

  All prospective employees are required to disclose their vaccination status as part of the recruitment process.

  Please refer to the Old Mutual’s Covid-19 vaccination policy for further detail. Kindly note that Old Mutual reserves the right to reinstate the requirement to vaccinate at any point if it is of the view that it is imperative to do so.

  The Old Mutual Story!

• About the company

  Old Mutual Limited is a pan-African investment, savings, insurance, and banking group.

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