Technical Adviser and Product Lega Specialist - Financial Planning and Investments - Bellville Verfied

Salary Negotiable Bellville, Western Cape Bellville, Western Cape 9 days ago 07-01-2022 12:41:53 PM
Candidate with a Legal/Commerce Degree and relevant experience in the South African investment landscape with thorough knowledge of the LISP and Life Platforms, Collective Investment Schemes, Offshore investments, Life & Risk Policies, required for a JSE Listed Financial Service Provider based in Bellville, Cape Town.

Minimum requirements:
• Relevant Legal/Commerce Degree essential
• Knowledge and experience in the financial advisory environment required – specific to Investments and Life & Risk Products, essential – minimum 5years
• Knowledge of the South African financial regulatory landscape and awareness of development including RDR, etc required
• Knowledge of Financial Planning principles, including Estate, Retirement and Tax Planning essential
• Experience in preparing and presenting high-net worth client proposals as part of new business development, required

Responsibilities:
• Support formulation of company’s Technical Financial Planning House View and Policies
• Technical financial planning support to Advisers, incl. ad hoc queries, proposals and presentations
• Review large client financial planning proposals
• Investment advice tool design support – EliteWealth, X-Plan, etc
• 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 company’s distribution division, including client relationship management platform team
• Perform ongoing industry research to support advisers and inform House Views and policies