SUMMARY:
We are looking for an enthusiastic Retirement Fund Consultant to take up a permanent role in Bryanston.
POSITION INFO:
Role Overview &Responsibilities
Technical Consulting & Compliance
- Provide technically sound and compliant advice, aligned with legislative updates and client needs.
- Maintain FAIS accreditation, ensuring compliance with all regulatory requirements.
- Procure fidelity guarantee insurance and facilitate underwriting where necessary.
- Negotiate product and service provider agreements (e.g., Group Life Assurance, PHI, funeral cover).
Client Relationship Management
- Independently manage a portfolio of clients, with strategic guidance from senior colleagues.
- Build strong relationships with trustees, employers, and other key stakeholders.
- Develop annual client plans, schedule trustee/management committee meetings, and ensure adherence to milestones.
- Respond to client requests and queries in a timely and professional manner.
- Maintain comprehensive written records of all client interactions, including meetings and communications.
Meeting & Governance Support
- Prepare meeting agendas and compile full trustee packs, including administrative and investment reports.
- Attend trustee and management meetings, ensuring accurate minute-taking and action tracking.
- Monitor and follow up on all meeting action items to ensure timely completion.
- Ensure service level agreements (SLAs) are documented and up to date.
Operational Support & Project Management
- Draft and manage Section 14 transfer checklists.
- Conduct risk and administration rebrokes, preparing reports and presentations for clients.
- Complete fee notes and maintain workflow trackers to ensure deadline compliance.
- Assist in organising and presenting member roadshows and educational sessions.
Internal Collaboration & Best Practice
- Implement the company's Best Practice standards within the client portfolio.
- Assist in the formulation of best practice methodologies and contribute to consulting projects.
- Work with Key Account Managers (KAMs) to identify cross-selling opportunities and support retention strategies.
- Collaborate with administration teams and service providers, monitoring fund statuses and resolving issues.
Minimum Qualification
- B. Com or equivalent degree (minimum NQF Level 6).
- Further industry qualifications or certifications are an advantage.
- FAIS Accredited, ensuring regulatory compliance.
Experience
- Minimum 3–5 years’ experience in employee benefits consulting.
- Demonstrated ability to manage client relationships and deliver technical advice.
- Strong written communication and documentation skills.
- Solid understanding of industry regulations, operations, and service models.
Please call us on 0100300127
NB: Should you not hear from us within 6 weeks, please consider your application unsuccessful.
