Johannesburg, South Africa
10 days ago
Client Facing Legal Advisor Specialist

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 role is responsible for providing advanced or specialist legal support. It also partakes in actions related to legal risk management, technical training and marketing interventions. The incumbent is individually accountable for achieving results through own efforts over periods of up to 3 months.

Key Result Area

Legal Advice

Assists OMLACSA with litigation matters.Assists with project to ensure legal compliance.Conducts or participates in litigation if required.Provides advanced or specialist legal support.Provides assistance with semi-legal or contractual documents.Provides legal opinions/comments on legislation.

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 up to 3 months.Makes increased contributions by broadening individual skills.

Product/Retail Support

Provides technical training on Financial Planning/Product Development/Retirement Funds/CS services and administration.Works on projects.Writes financial planning circulars.

Risk Management

Contributes to the appropriate management of legal risk within area of responsibility e.g. identifying legal risks.Facilitates mitigating action and may initiate action self by training and fixing, specifically where control break occurs or is likely to occur.

Stakeholder Management

Networks or serves on industry bodies if required.Networks with high-level client base and presents marketing talks.

ROLE DESCRIPTION

Provides advanced or specialist legal support.Provides technical training on financial planning/ product development/ retirement funds/ client services and administration.Networks with or serves on industry bodies if required.Networks with high-level client base.Provides assistance with semi-legal or contractual documents.Conducts or participates in litigation if required.Writes financial planning circulars.Works on projects.Provides legal opinions/comments on legislation.Contributes to the appropriate management of legal risk within area of responsibility e.g. identifying legal risks.Facilitates mitigating action and may initiate action by training and fixing, specifically where control break occurs or is likely to occur.Conducts legal marketing interventions and generally promotes a better understanding of legal requirements in area of responsibility.

Qualification Information

3+ years practitioner's experience 3+ years post qualification/ Industry experience.Post Grad legal qualification & professional registration Admitted practicing attorney/advocateLLB + articles. Registered CFP holder (Certified Financial Planner) Fully bilingual (Afrikaans and English)Excellent knowledge of the legislation relating to financial planning.Own transport essential.Possession of a valid driver’s license.Presentation and facilitation skills.Willing to travel and sleep over.Product & process knowledge

Skills

Education

Closing Date

21 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.

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