Employee Benefits Specialist

SUMMARY:
Are you a recent BCom graduate or an early-career financial services professional looking for an opportunity to build your career in employee benefits? This is an exciting opportunity to join a growing financial services business in a client-facing role where you will gain exposure to corporate client servicing, business development and employee benefits.

POSITION INFO:
This role will suit an outgoing, confident individual who enjoys engaging with people, is comfortable with sales conversations and takes pride in delivering excellent client service. You will also have the opportunity to contribute to developing processes and templates while gaining exposure to broader financial planning support. Key Responsibilities Corporate Client Servicing Act as the primary point of contact for a portfolio of corporate clients, building relationships with HR, finance and management teams. Coordinate employee benefits administration, including new members, exits, salary updates, benefit changes and claims follow-ups. Prepare for and attend client meetings, renewals and annual reviews. Prepare client reports and presentation material. Support employee onboarding presentations, engagement sessions and benefit education days. Respond to employer and member queries, escalating advice-related matters where necessary. Business Development and Distribution Identify, approach and secure new corporate clients in line with agreed growth targets. Promote the adoption of the app-led offering among employers and employees. Identify individual financial planning opportunities through existing employee benefits relationships and refer them to the advice team. Maintain an accurate sales pipeline on the CRM system and report on business development activity. Represent the business at client events, industry functions and networking opportunities. Process Development and Administration Assist with developing and documenting employee benefits processes, checklists and client templates. Identify opportunities to improve servicing efficiencies and the overall client experience. Maintain accurate client records in accordance with FAIS, FICA and POPIA requirements. Financial Planning Support Assist the Global Paraplanning Hub with research, data gathering, report preparation and provider administration, as required. Job Experience and Skills Required Matric (National Senior Certificate). BCom or a similar commerce degree, ideally including financial planning modules recognised by FAIS. Membership of the Financial Planning Institute of Southern Africa (FPI), or willingness to join upon appointment. Graduates are welcome to apply. 0-2 years' experience in employee benefits, retirement funds, group risk or another financial services environment would be advantageous. Strong working knowledge of Microsoft 365, particularly Excel, Outlook and PowerPoint. Advantageous: RE5 completed. Class of Business training completed, particularly Pension Fund Benefits andd Long-term Insurance. Postgraduate Diploma in Financial Planning or currently studying towards the CFP® designation. Previous experience in sales, business development or client relationship management. Familiarity with financial services provider platforms and CRM systems. Valid driver's licence and own transport for client visits. The ideal candidate will be outgoing, confident and comfortable engaging with people at different levels of an organisation. Strong communication and presentation skills, excellent organisation, attention to detail and a genuine passion for client service are essential. You should also be motivated by business development targets and interested in helping build and improve processes. Growth and Development You will receive training in employee benefits processes, with financial support for FPI membership, RE5, Class of Business and CFP® studies through a bursary arrangement, which includes a service commitment following completion. As the employee benefits and app-led distribution offering expands, there will be scope to take on a larger client portfolio and potentially earn performance incentives linked to new business. If you are an enthusiastic graduate or junior financial services professional looking to develop your career in employee benefits, client relationship management and financial planning, we encourage you to apply. For more exciting Finance vacancies, please visit: If you have not had any response in two weeks, please consider the vacancy application unsuccessful. Your profile will be kept on our database for any other suitable roles \/ positions. We also invite you to contact us to discuss your next career move in finance! For more information, contact: Angelique Jardim Specialist Recruitment Consultant