Jobs

Job Title
Technical Adviser and Product Legal Specialist
Employment Type
Full Time
Experience
5 to 7 years
Salary
Negotiable
Job Published
31 May 2022
Job Reference No.
1301317878

Job Description

Technical Adviser and Product Legal Specialist

Attractive market related salary

Cape Town

An excellent career opportunity for a Technical Adviser and Product Legal Specialist, reporting to the Head: Technical Support. If you have experience of investment landscape in South Africa, including thorough knowledge of Life and LISP Platforms, Collective Investment Schemes, Offshore investments, Life & Risk policies and looking for a rewarding career within the Financial Services Industry, then this role is for you.

Responsibilities:
• Support formulation of company's Technical Financial Planning House View and policies
• Technical financial planning support to Advisers, including ad hoc queries, proposals and presentations
• Review of large client financial planning proposals
• Investment advice tool design support, e.g. EliteWealth, X-plan, etc.
• Regular training and webinars for Advisers
• Write and publish quality investment articles and newsletters
• Review technical aspects of adviser articles
• Product provider management including due diligence and reviews
• Product research
• Provide technical legal support to Distribution including the client relationship management platform team
• Perform ongoing industry research to support advisers and inform House Views and policies

Minimum requirements:
• Relevant legal/commercial Degree (e.g. B.Comm Law/LLB)
• Minimum of 5 years relevant knowledge and experience in a financial advisory environment
• Knowledge and experience of investment landscape and life & risk products
• Knowledge of South African financial regulatory landscape and awareness of developments including RDR, etc.
• Knowledge of Financial Planning principles including Estate, Retirement and Tax Planning
• Experience in preparing and presenting high-net worth client proposals to advisers as part of new business development

Please apply online. We look forward to seeing your CV. 

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