Company Overview

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 is responsible for financial planning & technical support relating to risk, investments & fiduciary solutions in both individual & business market.

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)
• 3-5 years' experience in financial services corporate
• Should be able to commun...