Senior Legal Advisor
Date: 18 Apr 2024
Location: Cape Town WC ZA, WC, ZA
Company: Liberty Group Limited
At Liberty, we employ more than 6 000 people across 7 businesses in 18 African countries. Every day, our employees grow their knowledge by working with diverse groups of people who specialise in a wide range of skills across insurance, asset management, investment and health products. We continually seek to engage, develop, recognise and reward the people who make our business great.
About the Role
Responsible for expert legal advice in the financial planning environment and responsible for supporting sales intermediaries on matters of a legal nature as pertains to financial planning.
Minimum Qualifications and Experience
Minimum Qualifications
LLB or B.Com (Law)
Post Graduate Diploma in Financial Planning (CFP) specialising in Estate Planning
Minimum Experience
3 - 5 years' experience in a similar environment
key Responsibilities
Collate information to serve as input to managerial reporting or decision making related to an area of specialisation.
Understand and apply existing best practice frameworks to assist in the implementation of identified subject matter processes and standards.
Provide specialist advice and support in area of accountability to ensure that identified solutions and recommendations are appropriate and effective.
Stay abreast with the relevant regulatory and legislative environment.
Act as support to training specialists in terms of legal and technical support in the delivery of training initiatives such as DPFM and Financial Planner Induction Course etc.
Provides train-the-trainer to training specialists to improve their knowledge and understanding of the legal environment as it applies to Financial Planning.
Provide legal and marketing presentations on request to branches and intermediaries with a focus on production.
Accountable for assisting Financial Advisers with client engagements relating to financial planning and focusing on estate planning and business risk planning.
Plan for the organisation of work outputs and process improvement activities in light of a specific situational context related to the area of specialisation.
Proactively identify area of specialisation related problems, determine cause and effect and recommend the best option to implement corrective action based on previous experience.
Competencies
Legal records / information systems
Research and Information Gathering
Reporting and Interpretation
Customer Advice (Technical)
Customer Relationship Management
Professional/Technical learning
Analytical Thinking
People Management and Empowerment
Interpersonal Effectiveness
Problem Solving and Analysis
Teamwork and Cooperation
Governance, Ethics and Values
Communicating with Impact
Relationship Management and Networking
Customer Orientation
Liberty Values
Liberty Group Limited is an equal opportunity, affirmative action employer. In compliance with the Employment Equity Act 55 of 1998 and the group's Transformation Strategy, preference will be given to suitable candidates from designated groups whose appointments will contribute towards the achievement of equitable demographic representation of our workforce profile and add to the diversity of the organisation.
The Company’s approved Employment Equity Plan and Targets will be considered as part of the recruitment process. As an Equal Opportunities employer, we actively encourage and welcome people with various disabilities to apply.
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