Retirement Benefits Counsellor (Employee Benefits)

SUMMARY:
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POSITION INFO:

About the position:

To provide Retirement Benefits Counselling as envisioned in the Regulations to the Pension Funds Act, and to develop, implement and co-ordinate member communication and education initiatives.

Key Responsibilities:

• Effectively manage the Retirement Benefits Counselling (RBC) mailbox and all RBC requests
• Provide unbiased and well-considered RBC to Members of Retirement Funds
• Develop, implement and co-ordinate Member communication and education initiatives
• Through the implementation of data-driven solutions (Reporting) and meaningful relationships, provide proactive RBC and feedback
• Subscribe to the highest level of Client servicing - being heavily proactive, rather than reactive, whilst improving servicing efficiencies
• Build and harness internal and external relationships to improve efficiencies, promote problem solving whilst reducing inefficiencies
• Contribute meaningfully by providing Technical Support and Superior Service to generate new individual business flows
• Pursue self-development constantly, including providing Technical Support to Peers
• Participate meaningfully in Committees and build a Brand through publishing well-researched articles
• Meet and exceed all elements of Regulatory Compliance

Qualifications and Experience required:

• A Graduate qualification in Law or Finance will be a requirement
• A Postgraduate qualification related to Employee Benefits or Law would be advantageous
• CFP would be advantageous
• Membership of a Professional Body (e.g. FPI) would be advantageous
• Excellent knowledge of the Legislation Governing Retirement Funds
• FAIS qualifications
• 3-5 years Employee Benefits Consulting Experience
• Good understanding and interpretation of Pension funds, FAIS and related Legislation

Technical Experience

• Strong knowledge of Employee Benefit industry
• Strong knowledge of Pension Funds, FAIS and related Legislation
• Compliance and governance of Pension Fund Structures
• Financial Advisory knowledge
• Basic Accounting knowledge with the ability to understand Financial Statements and Investment
• Pension Fund Act and Regulations associated circulars issued by Registrar
• Working knowledge of Retirement Fund Law
• Working knowledge of Income Tax Act
• Working knowledge of Labour Relations Act
• Working knowledge of Divorce Act
• Knowledge of Long-term Insurance Act
• Knowledge of Financial Sector Regulations Act
• Knowledge of Retail Products (retirement annuity funds, living annuities, life annuities and unit trusts) as many complaints (Adjudicator, FAIS Ombud and even social media complaints) relating to these
• Microsoft Office

Behavioral and Cognitive Competencies:

• Confident
• Assertive
• Ability to persuade and influence
• Client service orientation
• Ability to manage expectations
• Self-awareness
• Resilient
• Responsible and accountable
• Resourceful problem solver
• Effective communication
• Excellent Leadership and Management skills
• Results-orientated
• Strong business sense
• Ability to interact with clients
• Creative problem-solvers
• Ability to build and manage teams
• Ability to delegate activities across various operations
• Analytical thinking
• Problem solving
• Strategic thinking
• Excellent oral and written communication skills
• Research of legislation

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