Technical Adviser and Product Legal Specialist
Set Consulting
Cape Town, South Africa
5d ago
source : Executive Placements

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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