Legal Marketing Specialist
CurrentMy role is to provide Technical Legal Support to financial advisors, underwriters, fiduciary specialists and any other person who is instrumental in assisting the with the financial planning process. I am also responsible for up skilling Financial Advisors by running Technical Legal workshops as well as Legislative Update workshops. Which include, but are not limited to the legal legislative and technical aspects of:Business Assurance;Estate Planning;Risk Planning;Investment Planning; andRetirement planning.I am tasked with rolling out marketing opportunities based on changed legislation aspects.I keep an eye on national budget updates and write articles regarding all aspects of financial planning.I am also the editor of our internal legal focus publication.