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


  • 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

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.