Job Description

The Role

The main purpose of the role is to participate in the enhancement of the advice process and digital financial advice tool utilizing holistic financial planning experience.

Qualifications

Bachelor of Law (LLB)

Postgraduate Diploma in Financial Planning

CFP (advantageous)

10 + years, relevant knowledge, skills and experience in financial services industry

Responsibilities:

Deal with daily tactical and legal matters

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 (e.g., EB, s42, HNW product offering etc.)

Process owner (non-digital) of Wealth Advice Process - define and document requirements based on business needs for digital advice project

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.

Technical support to advisers/colleagues/regional distribution teams on advice process system related queries/issues

Regularly engage with the Public Policy and Regulatory Affairs (PPARA) team to understand the impact of regulatory changes identified by PPARA on Distribution and determine, assess and furnish proposals on how such impact can be managed and mitigated within the Distribution network with the support of standardised processes, standardised documents and systems.

Represent TAS on distribution/advice and technical matters both within TAS and non-TAS related committees / forums.

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 & offshore provider services and IT support systems

Responsible for CPD accredited training

Effective management of direct reporting staff

Job Type: Full-time

Pay: R120000,00 - R133000,00 per month

Application Question(s):

Do you have a LLB Do you have 10 + years, relevant knowledge, skills and experience in financial services industry Do you have a Post Graduate in financial Planning
Work Location: In person

Application Deadline: 2025/08/07