Thursday , February 29 2024

Old Mutual Vacancies Bloemfontein – Legal Advisor Advanced

Website Old Mutual

Job Responsibilities:

  • Weekly travelling to and sleep over in outlying branches in the the Free state, North Cape and North West provinces.
  • Provide support to Old Mutual legal advisers in the other regions.
  • Writes financial planning circulars and provides legal opinions / comments on legislation
  • Provide legal advice to financial advisors and clients with regard to estate planning, retirement planning, and investment planning and business assurance.
  • Provide ad hoc training to financial advisors and staff on legal as well as compliance related issues.
  • Interact with the Legal Advisor Manager, Regional Managers, Sales Managers & Business
  • Consultants with regard to legal advice and training.
  • Provide ad hoc legal and marketing presentations to financial advisors and their clients.
  • Influence sales within Old Mutual Personal Finance

Job Requirements:

  • Passed the FPI CFP professional competency exam.
  • Fully bilingual (Afrikaans and English)
  • Completion of Post Graduate Diploma specializing in estate planning will be advantageous.
  • At least five years’ experience in the financial services industry.
  • Well-developed presentation and facilitation skills.
  • Admitted practicing attorney/adv. LLB + articles.
  • Willing to travel and sleep over.
  • Own transport essential.
  • Excellent knowledge of the legislation relating to financial planning.
  • Completed the Post Graduate Diploma in Financial Planning (CFP).
  • Possession of a valid driver’s license.

Job Details:

Company: Old Mutual

Vacancy Type: Full Time

Job Location: Bloemfontein

Application Deadline: N/A

Apply Here

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