• Job Description

  Req#: JR-55132

  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.
  
  Key Focus:
  
  This role provides advanced 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.

  Key result areas and work descriptors:

  • Provide legal advice to brokers with regard to estate planning, retirement planning, and investment planning and business assurance.
  • Provide ad hoc training to brokers and staff on legal as well as compliance related issues.
  • Provide ad hoc legal and marketing presentations to brokers and their clients.
  • Writes financial planning circulars and provides legal opinions / comments on legislation
  • Provide support to Old Mutual BD legal advisers in the other regions.
  • Interact with the Legal Advisor Advanced, Area Managers & Business Consultants with regard to legal advice, training and compliance.
  • Weekly travelling to and sleep over in outlying branches in the North West Province.
  • Influence sales within Old Mutual Broker Distribution

  Role Qualifications :

  • An LLB or B Proc qualification.
  • Admitted as an Attorney will be advantageous
  • Completed the Post Graduate Diploma in Financial Planning (CFP).
  • Completion of the Advanced Post Graduate Diploma in Financial Planning (Advanced CFP) 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.
  • 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 judgement and decision making ability.
  • Good client service orientation.
  • Own transport essential.
  • Possession of a valid driver’s license.
  • Well developed presentation and facilitation skills.
  • Willing to travel and sleep over.

  Competencies:

  This role requires high levels of:

  • Building Relationships
  • Business Awareness
  • Decision Making
  • Gaining Commitment
  • Initiating Action
  • Ownership
  • Technical Knowledge
  • Thinking Skills

  Skills

  Education

  Closing Date

  20 June 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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