Senior Legal Specialist

Recruiter:

CA Financial Appointments

Job Ref:

60063

Date posted:

Thursday, April 10, 2025

Location:

Cape Town, South Africa

Salary:

Market related

SUMMARY:
My client, a reputable financial services provider, is seeking an experienced Senior Legal Specialis

POSITION INFO:

My client, a reputable financial services provider, is seeking an experienced Senior Legal Specialist to join their team. This role will entail the participation in the enhancement of the company's advice process and digital financial advice tool and will deal with daily tactical and legal matters. The suitable candidate will have 10 years of experience in the financial services industry.

Responsibilities:

Implement regulatory change required in Distribution
Ensure proactive technical support to advisers is running efficiently
Continuous interaction with marketing, distribution and other divisional teams
Undertake strategic research and provide strategic proposals, on topics as requested by and agreed with Distribution Exco as the subject matter expert (SME) on technical financial advisory matters
As SME, support the digital advice team with practical suggestions and logical rules to guide and monitor advice to clients
Provide technical support to advisers, TAS colleagues, other Distribution teams (including Marketing) on proactive and reactive basis
Define and lead the fiduciary process, chair the Fiduciary Technical committee and provide fiduciary support into the distribution activities of Distribution Wealth
Review and improve Fiduciary processes, policies, local and offshore provider services and IT support systems
Responsible for CPD accredited training

Requirements:

Bachelor of Law (LLB) and CFP
Minimum 10 years of experience in the financial services industry

Please note that if you have not heard from us within 2 weeks of your application, please consider it as unsuccessful for this particular role. Please do though continue to follow us online and apply for suitable opportunities.

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