Snr Spec: Legal Marketing (Central Region FS and NC) at Liberty Group South Africa

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