Retirement Fund Consultant

SUMMARY:
You will educate and inform Members, Pensioners and Human Resource Business Partners with information about their pension fund benefits in compliance with the Financial Sector Conduct Authority customer principles.

POSITION INFO:
Engage key representatives of the client to understand their context and needs

• Partner with Employer representatives and HR professionals to identify challenges and gaps in service levels, understand their context and requirements in the short and medium term (e.g. changing member demographics, anticipated organisational restructures and frequently asked questions)
• Monitor the accurate completion of claim forms and query trends and provide feedback and recommendations to HR
• Develop and secure commitment to member engagement and education plans to meet these needs and share feedback and trends with the Member Experience Manager and specialists to ensure that engagement strategies remain relevant and adapt accordingly.
• Support the Business Development Consultant and Investment Consultant on all referrals..

• Plan and conduct member engagement, communication and information sessions in line with critical points of their journey (onboarding, significant life events, pre and post retirement)
• On request, provide accurate, and specialist advice to members who are pre-retirement in terms of options, tax implications, divorce act, income tax act, pension fund act, etc.
• Plan and coordinate member education sessions ensuring their objectives are well defined and their impact tracked.

• Work with the Member experience specialists to understand member and pension segments and requirements and design multi-channel, country-wide information functions which attract Pensioners, promote the companies and Fund benefits and answer queries appropriately.

• Manage current relationships and help grow the client and member base by creating new opportunities and relationships
• Be involved in new business development and presentations as and where required
• This will be done as the strategy unfolds towards 2024 as the team skills will need to be further enhanced to cater for business development.

• Prepare and motivate for budget to deliver member and client engagement against plans in respective areas of responsibility to deliver to client and member needs
• Manage costs against guidelines, and ensure alignment of expenditure with the budget

• Relevant Bachelor’s Degree. Registered with professional bodies - where applicable.
• Certified Financial Planner qualification preferred, FAIS qualifications an advantage
• Strong understanding of Employee Benefits administration processes and related products
• At least 3-5 years job-related experience (retirement and financial planning) with a focus on employee benefit client relationship management and benefit consulting.
• Fluent in Afrikaans
• Basic knowledge of Income Tax Act, Divorce Act, Pension Fund Act
• Working knowledge of benefit administration
• Working knowledge of focused client service
• Valid drivers’ license
• Proficient in MS office (Word, Excel, PowerPoint, and Outlook)
• Presentation skills
• Valid Driver’s license
• Extensive travelling required for member engagement sessions in remote areas