Role Purpose

The Legal Advisor is responsible for financial planning and technical support relating to risk, investments & fiduciary solutions in both individual & business market.

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
• Will require travel between provinces

Duties and Responsibilities

Financial Planning

• Identify, analyse, and implement solutions to clients and financial advisers/planners regarding:
• Estate planning (including Fiduciary Specialist services)
• Business pla...