Job Details

Legal Marketing Specialist

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Montana Resourcing






Umhlanga, Kwazulu-Natal, South Africa


Sales and Marketing, Legal




Job Purpose:
The incumbent would be responsible for expert legal advise in the financial planning environment and responsible for supporting sales intermediaries on matters of a legal nature as pertains to financial planning 

- Matric 
- LLB or B.Proc
- CFP 

- 5 years relevant industry experience with 3 years as a Legal Advisor 

Key Responsibilities:
- Provide specialised legal and technical support
- Support the compliance and risk management team in the implementation of compliance requirements as it relates to PPR, FICA, FAIS etc. 
- Act as SME's to training specialists in terms of legal and technical support in the delivery of training initiatives such as ALP, RFP, CFP etc.
- Train-the-trainer to training specialists in order to improve their knowledge and understanding of the legal environment as it applies to Financial Planning 
- Provide adhoc legal and marketing presentations to the branches and intermediaries 
- Interact with branch managers in respect of legal advise and interpretation 
- Joint calls to provide specialised legal support
- Resolve high level queries and complaints of a legal and/or technical nature 

Knowledge and skills:
- In-depth understanding of the legislative environment as it applies to financial planning 
- Product knowledge 
- Industry knowledge 
- Understanding of business objectives and strategies 
- Excellent interpersonal skills and relationship building