Position Type: Permanent
Location: Centurion, Gauteng (Hybrid / Remote some of the time)
Category: Legal & Compliance
A premier South African financial services and investments group is seeking a business-focused Retail Legal Counsel to protect, guide, and enhance its wealth and retail investment platforms.
Operating in a hybrid model out of Centurion, you will be the legal partner to the retail business, providing critical support on LISP administration platforms, retail insurance products, individual retirement portfolios, and cutting-edge retail product development.
Contract Management: Draft, review, and negotiate LISP SLAs, retail investment management agreements, client-facing documentation, product terms, marketing material, and data agreements.
Strategic Advisory: Provide robust legal opinions on individual client queries, retail broker networks, and daily operational processes.
Product Development Collaboration: Act as a legal advisor within multi-disciplinary project squads (including tax, marketing, IT, and compliance teams) to launch innovative new retail products.
Risk & Governance Mitigation: Unpack and interpret legislative developments, maintaining internal controls to manage regulatory updates seamlessly.
Qualifications: LLB degree, and a South African Admitted Attorney.
Experience: 35 years of Post-Admission Experience (PQE), strictly preferred within a LISP platform, wealth management business, or retail investment space.
Product Knowledge: Deep understanding of wealth platforms, retail client-facing structures, and retirement investment products.
Regulatory Knowledge: Sound, working knowledge of the South African retail financial regulatory landscape, specifically: FAIS, FICA, CISCA, the Insurance Act, the Pension Funds Act, and POPIA.
Advantageous: A CFP (Certified Financial Planner) designation is highly valued.
Stellar contract drafting skills with an ability to translate complex laws into clear, practical business solutions.
Excellent communication and relationship-building skills to manage diverse stakeholders.
Professionalism, sound commercial judgment, and absolute integrity.
Comfortable leveraging legal and financial technology systems.
Job Title: Legal Counsel (Retail Wealth & LISP Platforms) • Pretoria, South Africa
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