Technical Legal Advisor with an LLB Degree and CFP/PGD in Financial Planning, and relevant financial services industry experience (minimum 3 years), required to provide legal and technical support to FA’s.

Minimum requirements:

  • LLB Degree essential
  • CFP and/or Post Graduate Diploma in Financial Planning required
  • Minimum 3 years’ Financial Service Industry experience required – providing legal/technical support to Financial Advisers
  • Knowledge of changes in the technical investment environment required
  • Must be willing to travel nationally

Responsibilities:

  • Support formulation of company’s Legal/Technical Financial Planning House view and policies
  • Standardise advice processes, tools and documentation
  • Legal/Technical Financial Planning support to FA’s – queries, proposals and presentations
  • Sign-off of large client financial planning proposals
  • Identify FA’s training needs, develop training material and conduct training
  • Write/publish articles and newsletters
  • Conduct training to ensure continuous upskilling of FA’s
  • Technical research to support FA’s

If you are a South African citizen and your CV meets the above requirements, please respond via email to lourie@yazoo.co.za

Recognising that diversity is the key to excellence, our client especially encourages members of designated groups to apply.

If you have not heard from us within a 2 week period, please deem your application as unsuccessful.