Legal Counsel Role at The Momentum Investments – Apply now!

📌 JOB DETAILS

Company: Momentum Investments (Momentum Group)

Job Title: Legal Counsel (Retail)

Reference Number: MMH221122-1

Location: Centurion, Gauteng, South Africa

Workplace Type: Hybrid (remote some of the time)

Position Type: Permanent

Closing Date: 02 February 2026

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🏢 COMPANY OVERVIEW

Momentum Investments forms part of the Momentum Group, one of South Africa’s leading insurance and financial services organisations. The business houses more than ten retail and institutional entities, including asset management, hedge funds, stockbroking, collective investment schemes, and local and offshore wealth platforms.

Momentum Investments is recognised for its strong governance culture, regulatory discipline, and innovation within the wealth and investment space, offering legal professionals exposure to complex, regulated financial products and large-scale retail platforms.

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🧾 ROLE OVERVIEW

The Legal Counsel (Retail) will provide business-focused legal advice to Momentum Investments’ retail businesses. The role has a strong emphasis on wealth platforms, LISP administration, insurance, and retirement products, requiring deep familiarity with South Africa’s financial services regulatory environment.

This position supports contract drafting, product development, compliance initiatives, and ongoing legal advisory work. It is well suited to a lawyer who enjoys working closely with operational, product, and compliance teams in a fast-paced, regulated environment.

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🎯 KEY RESPONSIBILITIES

📑 Contractual Support

• Draft, review, and negotiate a broad range of legal agreements, including:

  • Investment management agreements

  • Service level agreements (SLAs)

  • LISP SLAs

  • Client-facing documentation

  • Product terms and conditions

  • Marketing material and data agreements

• Maintain and continuously improve contract templates

• Manage contracts throughout the full contract lifecycle

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⚖️ Legal Risk Management

• Monitor regulatory and legislative developments impacting the business

• Identify, assess, and communicate legal risks in projects, policies, and systems

• Support internal legal and regulatory training initiatives

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💼 Legal Advisory & Queries

• Advise stakeholders on legal, contractual, and product-related matters

• Provide guidance on interpretation and implementation of legislation

• Support operational teams with practical legal advice

• Conduct legal research and deliver commercially sound legal opinions

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🚀 Product Development & Project Support

• Provide legal input into new product launches and portfolio developments

• Support projects driven by regulatory or legislative change

• Collaborate with multi-disciplinary teams including tax, compliance, IT, and marketing

• Ensure legal alignment throughout project lifecycles

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🛡️ Governance & Compliance

• Work closely with compliance and risk teams to manage regulatory change

• Support implementation of internal controls, systems, and policies

• Track legislative developments and assess business impact

• Promote a strong culture of governance and regulatory compliance

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🎓 QUALIFICATIONS & EXPERIENCE

Essential

• LLB Degree

• Admitted Attorney

• 3–5 years post-admission legal experience

• Strong contract drafting experience

• Solid understanding of South African financial services legislation, including:

  • FAIS

  • FICA

  • CISCA

  • Insurance Act

  • Pension Funds Act

  • POPIA

Advantageous

• Experience within a LISP, wealth, or investment business

• CFP designation

• Exposure to retail and retirement investment products

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🧠 CORE COMPETENCIES

• High attention to detail and strong analytical skills

• Excellent legal drafting and contract negotiation ability

• Strong problem-solving and commercial judgment

• Ability to adapt in a changing regulatory environment

• Strong stakeholder engagement and communication skills

• Ability to work under pressure and manage competing priorities

• Openness to adopting legal and financial technology solutions

• Professionalism, integrity, and sound ethical judgment

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📊 SUCCESS MEASURES

• Quality and timeliness of legal advice

• Effective management of legal and regulatory risk

• Successful support of product launches and regulatory initiatives

• Stakeholder satisfaction across retail business units

• Contribution to governance and compliance maturity

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📄 CV & APPLICATION TIPS

• Highlight financial services and regulatory exposure clearly

• Specify experience with LISP platforms, wealth or retirement products

• Demonstrate contract drafting depth, not just review experience

• Reference work involving FAIS, Insurance Act, or Pension Funds Act

• Include examples of cross-functional collaboration

Company Policy