Legal Adviser at MMI Holdings

  • Permanent Senior position

  • Durban North, KwaZulu-Natal

  • Undisclosed cost to company plus commission

  • Job 2207945

  • Posted 14 Apr 2018 by MMI Holdings

About the Position

MMI's purpose is to enhance the lifetime Financial Wellness of people, their communities and their businesses. Financial Wellness is a continuous process of planning and management for individuals, households and businesses, with the aim of affording expenses and achieving goals over one's lifetime. Our promise to our clients is to be their Financial Wellness partner over this life-long journey, using our expertise and solutions to help them develop and reach their goals. Visit us at [URL Removed]

Role Purpose
Responsible for financial planning & technical support relating to risk, investments & fiduciary solutions in both individual & business market. Identify, analyse and implement solutions to clients and Financial Advisers / Planners regarding Estate planning, Business planning, Tax planning, Investment planning and Retirement planning. Develop & grow clients & generate new business opportunities.

Responsibilities and work outputs

  • Train and develop financial advisers/planners and assist them with growing their business by providing quality legal and technical support, including fiduciary services;
  • 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 and Retirement planning;
  • Contribute to the growth in and retention of risk business (Myriad) and Fiduciary services i.e. wills, trusts and estates;
  • Ensure the necessary FAIS Compliance documents are completed and signed and placed on record (Letter of Introduction and Record of Advice, if applicable);
  • Ensure that the financial adviser/planners needs are established and support is provided relevant to those needs;
  • TCF: Ensure that you keep the client on top of mind for all individual engagements -; discussion, follow-up and adaption / modification and feedback;
  • Knowledge sharing and contributing to the monthly, quarterly and ad-hoc publications (ASAP, Leverage and Momentarily);
  • Live the Momentum values;
  • Manage own performance and Personal Development Plan (

Desired Skills

  • Legal Adviser

Desired Work Experience

  • 2 to 5 years Legal Advisory

Desired Qualification Accreditation

  • Grade 12 / Matric

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Expires in 22 days

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