Overview
Talent Pool Legal Advisor Jobs in Centurion, Gauteng, South Africa at Momentum
Title: Talent Pool Legal Advisor
Company: Momentum
Location: Centurion, Gauteng, South Africa
Closing Date 2025/11/28
Reference Number MMH230606-11
Job Title Talent Pool Legal Advisor
Position Type Permanent
Role Family Legal and Compliance
Cluster Momentum Distribution Services
Remote Opportunity Some of the time
Location – Country South Africa
Location – Province Gauteng
Location – Town / City Centurion
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.
Disclaimer As an applicant, please verify the legitimacy of this job advert on our company career page.
Role Purpose
Provide specialist legal advice to ensure legal soundness of operations and effective execution of commercial transactions across the business.
Requirements
Experiance and Qualification
Qualifications
Relevant Law degree (essential)
Postgraduate Diploma in Financial Planning (essential)
FAIS Compliant (RE 1 and RE5 Certification)
Experience
At least 5 years business-related experience.
Financial services and commercial experience (essential).
Should be able to communicate well in English.
3-5 years’ experience in financial services corporate.
Duties & Responsibilities
Financial Planning
Identify, analyse, and implement solutions to clients and financial advisers/planners regarding:
Estate planning (including Fiduciary Specialist services)
Business planning
Tax planning
Investment planning
Retirement planning
Provide Support To Financial Advisors
Ensure that the financial adviser/planner’s needs are established, and support is provided relevant to those needs
Ensure that you keep the client on top of mind for all individual engagements, discussions, follow-ups and adaptions/modifications and feedbacks
Contribute to the growth in and retention of risk business (Myriad) and Fiduciary services i.e. wills, trusts and estates
Train and develop financial advisers/planners and assist them with growing their business by providing quality legal and technical support, including fiduciary services
Knowledge sharing and contributing to the monthly, quarterly, and ad-hoc publications (ASAP, Leverage and Momentarily)
Compliance
Ensure the necessary FAIS Compliance documents are completed and signed and placed on record (Letter of Introduction and Record of Advice, if applicable)
Competencies
Analyzing
Applying expertise and technology
Learning and researching
Presenting and communicating information
Persuading and Influencing
