Capturing and taking minutes of meetings from Financial Advisors interaction with clients; Capturing,processing and following up on applications ( also checking that applications are completed correctly) , servicing and any other requirements; Ensuring that compliance documentation and Financial Nee
legal knowledge.
escalates same to the Senior Legal Advisor for assessment.
SALES Financial Planning including Needs Analysis. Interact with clients. Advice on Life, Investments, Retirement products with a view to upgrades. Assist with downgrades if required and only if necessary Assist with marketing campaigns, network and obtain referrals and leads, follow up on leads fro
SALES Financial Planning including Needs Analysis. Interact with clients. Advice on Life, Investments, Retirement products with a view to upgrades. Assist with downgrades if required and only if necessary Assist with marketing campaigns, network and obtain referrals and leads, follow up on leads fro
as trusted advisor within Global IT. Ensure we apply IT Standards wherever possible. Assist in driving
JOB DESCRIPTION:
Job Title: Legal Advisor
Employment Type: Permanent, On-site
Work Location: Johannesburg
JOB SCOPE & RESPONSIBILITIES:
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