Junior Legal Advisor

Fixed Term Contract – Junior Legal Advisor

About Discovery 

Discovery’s core purpose is to make people healthier and to enhance and protect their lives. We seek out and invest in exceptional individuals who understand and support our core purpose, and whose own values align with those of Discovery. Our fast-paced and dynamic environment enables smart, self-driven people to be their best. As global thought leaders, Discovery is passionate about innovating in order to not only achieve financial success, but to ignite positive and meaningful change within our society.

About Invest

Launched in 2007, Discovery Invest offers the full range of investment products for any client need, providing access to our top performing range of Discovery funds as well as a wide selection of leading local and international fund managers. Recently, Discovery Invest launched a unique offshore offering to enable South African investors unparalleled ease in accessing international investment opportunities. Discovery Invest is seeking to leverage the shared-value model to promote financial health and freedom for millions of South Africans. Through unique behavioural incentives and benefits, we reward clients for positive investment behaviour with extra investment returns. Discovery Invest is the only shared value investment platform in the country maximizing client outcomes before and after retirement. It is important for our employees to provide world class service to our internal and external clients, thereby ensuring long and sustainable relationships.

Key Purpose

To support the Discovery Invest and Discovery Corporate and Employee Benefits (CEB) Legal Services Department in ensuring that high-quality legal advice and assistance is delivered to the businesses in an efficient and effective manner. The role supports the delivery of accurate, timely, and well-documented legal processes, while building foundational knowledge of retirement funds, investments, and group risk.

Objectives of this role

• Assist the Legal Services Department in delivering legal advisory support and regulatory oversight to the Discovery Invest and Discovery CEB businesses, including basic legal interpretation and support with the      implementation of regulatory requirements.
• Support the Legal Services Department with administrative and coordination tasks across legal advisory and section 37C death claims processes.
• Assist with the preparation of legal documents, templates, and internal communications.
• Conduct legal and regulatory research to support advisory work.
• Gain practical exposure to retirement fund governance, death claims, and financial services regulation.

Responsibilities

• Provide sound advice on legal and regulatory matters affecting retail investments, the retail and umbrella retirement funds, and group risk schemes.
• Conduct legal research on legislation, case law, and regulatory developments.
• Provide legal guidance to the businesses by assisting with the preparation of legal opinions, publications, and legal updates.
• Assist with death benefit distributions (section 37C) by conducting investigations, collating and analysing information, and preparing draft resolutions and recommendations for review and sign-off.
• Support the handling of complaints and disputes, including assisting with the preparation of responses to matters before the Pension Funds Adjudicator, in line with internal processes.
• Adhere to established legal frameworks, processes, and standards, ensuring that all work is completed accurately, consistently, and in compliance with applicable requirements.

Experience and qualifications

• Matric.
• Currently studying towards or recently completed a Bachelor of Laws (LLB) or similar qualification.
• Keen interest in retirement funds, financial services and/or insurance law.

Personal Attributes and Skills

• Strong attention to detail.
• Good written and verbal communication skills.
• Research and information-gathering skills.
• Administrative and organisational skills.
• Ability to follow instructions and work within structured processes.
• Time management and ability to meet deadlines.
• Values driven
• Optimistic
• Learns on the fly
• Resilient
• Instils trust
• People savvy
• Drives results
• Problem solver
• Communicates effectively
• Manages complexity
• Balances stakeholders
• Optimises work processes
• Decision quality

EMPLOYMENT EQUITY   
                             
The Company’s approved Employment Equity Plan and Targets will be considered as part of the recruitment process. As an Equal Opportunities employer, we actively encourage and welcome people with various disabilities to apply.