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 essential
  • Knowledge and experience in the financial advisory environment required – specific to Investments and Life & Risk Products, essential – minimum 5years
  • Knowledge of the South African financial regulatory landscape and awareness of development including RDR, etc required
  • Knowledge of Financial Planning principles, including Estate, Retirement and Tax Planning essential
  • Experience in preparing and presenting high-net worth client proposals as part of new business development, required

Responsibilities:

  • Support formulation of company’s Technical Financial Planning House View and Policies
  • Technical financial planning support to Advisers, incl. ad hoc queries, proposals and presentations
  • Review large client financial planning proposals
  • Investment advice tool design support – EliteWealth, X-Plan, etc
  • Training and webinars for Advisers
  • Write and publish quality investment articles and newsletters
  • Review technical aspects of adviser articles
  • Product provider management including due diligence and reviews
  • Product research
  • Provide technical legal support to company’s distribution division, including client relationship management platform team
  • Perform ongoing industry research to support advisers and inform House Views and policies

If you are a SA citizen & your CV meets the above criteria, please send your CV 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.

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