Legal Advisor Graduate

2 weeks ago

Centurion, South Africa Momentum Metropolitan Holdings Full time

-Introduction

Momentum, a financial services provider of choice since 1966, known for its entrepreneurial spirit and innovative culture is committed to wealth creation and preservation, insurance, and income protection for all our clients. We do this through our understanding of the retail insurance, savings, and investment markets in SA.
Role Purpose

The Legal Advisor Graduate programme is aimed at providing the successful incumbent with exposure in financial planning & technical support relating to risk, investments & fiduciary solutions in both individual & business market.
Requirements

**Experience and Qualifications**:

- B-degree in Law and/or Financial Planning or LLB (essential)
- CFP would be advantageous.
- RE Exams would be advantageous.
- Proficiency in MS Office suite including excel etc.
Duties & Responsibilities
- Investigating and finding ways to implement the Momentum Distribution Services (MDS) financial planning and advice strategy.
- Effective and consistent service delivery and support to external client ensuring service level agreements are met and or exceeded.
- Engagement/Retention of MDS within current portfolio.
- Build trust relationships with internal and external stakeholders.
- Support and perform holistic financial planning for medium to high income market by providing quality advice to clients.
- Interpreting and having insight into financial information.
- In conjunction with consultant and leaders, work through member base as lead source to conduct financial planning and advice.
- Prepare Financial Needs Analysis, Plan and Reviews where required.
- Complete and compile a hoc reports and quotations timeously as and when required.
- Ensure adherence to standard operating procedures.
- Ensure compliance to applicable legislation.
- Prepare compliance related documentation.
- Conduct quality assurance and oversight over representatives under supervision.
- Ensure sound financial advice is given through the financial planning process.
- Provide a research function for the financial advisors and assist in collecting relevant data.
- Support Legal advisor in Momentum Distribution Services
Competencies

**General Competencies**:

- Business acumen - Understands how the business operates, what the key issues and risks are that drives business success; and how they impact the commercial viability of potential ventures and the profitability of the Group.
- Adviser commitment - Anticipates, meets and exceeds adviser’s needs by creating long-lasting relationships that support the adviser value proposition, supports their financial wellness and ensure client centricity.
- Drive for results - Drive a sense of urgency, focus, accountability, agility and execution to deliver business results.
- Leads change and innovation - Actively leads change, does what is right for the business and drives continuous improvement through innovation.
- Collaboration - Prioritises the business interests of MMH and invests in the success of the group by aligning effort across divisions.
- Impact and influence - Persuades, convinces, influences and inspires others, both within MMI and externally to win support, loyalty and gain commitment to the purpose of MMI.
- Self-awareness and insight - Manages self and relationships with others effectively and provides perspective in difficult situations.
- Diversity and inclusiveness - Is sensitive to individual and cultural similarities and differences and demonstrates humility and an openness to engage people from diverse backgrounds and cultures to the mutual benefit of all parties concerned.

**Additional Competencies**:

- Deciding and initiating.
- Working with people & adapting and responding to change.
- Adhering to principles and values.
- Relating and networking & persuading and influencing.
- Presenting and communicating information.
- Delivering results and meeting customer expectations.
- Self-awareness and insight.
- Planning and organizing.

Policy

We are committed to Employment Equity, diversity and inclusion when recruiting internally and externally. All appointments are made in alignment to our Employment Equity goals and we encourage people with disabilities to apply.

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