INVESTMENT PRODUCT AND LEGAL SPECIALIST

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General Details
Advertised By:Agency
Job Type:Contract
Description
Investment Product and Legal Specialist with a Legal/Commerce Degree and relevant experience in the South African investment landscape with thorough knowledge of the LISP and Life Platforms, Collective Investment Schemes, Offshore investments, Life & Risk Policies, required for a JSE Listed Financial Service Provider based in Bellville, Cape Town.Minimum requirements:Relevant Legal/Commerce Degree essentialKnowledge and experience in the financial advisory environment required - specific to Investments and Life & Risk Products, essential - minimum 5yearsKnowledge of the South African financial regulatory landscape and awareness of development including RDR, etc requiredKnowledge of Financial Planning principles, including Estate, Retirement and Tax Planning essentialExperience in preparing and presenting high-net worth client proposals as part of new business development, requiredResponsibilities:Support formulation of company's Technical Financial Planning House View and PoliciesTechnical financial planning support to Advisers, incl. ad hoc queries, proposals and presentationsReview large client financial planning proposalsInvestment advice tool design support - EliteWealth, X-Plan, etcTraining and webinars for AdvisersWrite and publish quality investment articles and newslettersReview technical aspects of adviser articlesProduct provider management including due diligence and reviewsProduct researchProvide technical legal support to company's distribution division, including client relationship management platform teamPerform ongoing industry research to support advisers and inform House Views and policies

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