Retirement Fund Consultant

2 weeks ago

Johannesburg, Gauteng, South Africa Aon Full time

Job Description:

Retirement Fund Consultant (Temporary)
We are hiring Looking for a new challenge post retirement?


Aon South Africa is recruiting a temporary Retirement Fund Consultant, based in our Employee Benefits division at our offices in Sandton.

This is a hybrid role with the flexibility to work both virtually and from our Head Office.


The role of the senior consultant: retirement and risk benefits is to efficiently and effectively manage a portfolio of funds/schemes in accordance with service level agreement requirements and in the process provide guidance and support and advice that contributes value for all stakeholders.


Aon is in the business of better decisions
At Aon, we shape decisions for the better to protect and enrich the lives of people around the world.


As an organization, we are united through trust as one inclusive, diverse team, and we are passionate about helping our colleagues and clients succeed.


What the day will look like

Meetings:

  • Manage client interactions in accordance with preestablished year plan.
  • Liaise with Operations Manager to finalise agenda packs for distribution to clients one week prior to Board/Manco meetings.
  • Manage and control service provider interactions during client meetings.
  • Manage feedback and recommendations at all Committee and Board meetings.
  • Provide draft minutes within two weeks from Board/Manco meetings for circulation to Board/ Manco for final input.
  • Manage action items with assistance from Operations Manager
  • Monitor finalization and implementation of action items identified.

Relationships:

  • Interact on a regular basis with clients either in person or telephonically to establish relationship and manage Fund/benefit activities.
  • Supervise and manage interactions with Service Providers as client representative.
  • Manage process in accordance with prescribed timelines.

Portfolio:

  • Keep documentary evidence of all tasks/instructions relevant to client activities.
  • Implement monthly and quarterly performance reviews with Operations Manager.
  • Inform and keep clients advised of all industry developments and legislative changes.
  • Monitor rate review process, and present and discuss outcome with Client and make final recommendation for implementation.
  • Assist client in Member education and communication strategies.

Finances:

  • Prepare and table monthly report on invoices issued and pending.
  • Implement strategies to collect income within negotiated timelines.
  • Manage overall portfolio expenses and consulting remuneration levels.
  • Monitor and manage personal expenses within determined timelines.

New Business:

  • Identify and manage new business opportunities within existing portfolio.
  • Identify crossselling opportunities within the portfolio and introduce the relevant parties from within Aon.
  • Responsible for engaging in business development and/or contributing directly or indirectly to all business development efforts in Aon South Africa.

Skills and experience that will lead to success

Qualifications.

  • Registration as a representative with the FSCA in terms of the FAIS ACT and counsel for medical schemes.
  • Possess an NQF level 8 or 9 qualification in wealth management or any other industry applicable qualification.

Knowledge.

  • Knowledge of the principles and practices applied within a technical/professional discipline.
  • All round specialist knowledge in employee benefits.

Skills and Attributes.

  • Welldeveloped ability to analyse data and convey the findings in a constructive an objective manner to clients.
  • Advanced analytical, technical and problemsolving skills.
  • Advanced computer literacy with proficiency in MS Word and Excel.
  • Welldeveloped communication skills.
  • Welldeveloped interpersonal skills.
  • Ability to lead and empower and develop staff.

Experience.

  • A minimum of 10 years' experience in a similar or related role.
  • Possess related business experience with intermediate knowledge of the applicable functional area (employee benefit solutions).

How we support our colleagues
In addition to our comprehensive benefits package, we encourage a diverse workforce.

Plus, our agile, inclusive environment allows you to manage your wellbeing and work/life balance, ensuring you can be your best self at Aon.

Furthermore, all colleagues enjoy two "Global Wellbeing Days" each year, encouraging you to take time to focus on yourself.

We offer a variety of working style solutions, but we also recognize that flexibility goes beyond just the place of work..

and we are all for it. We call this Smart Working

Our continuous learning culture inspires and equips you to learn, share and grow, helping you achieve your fullest potential. As a result, at Aon, you are more connected, more relevant, and more valued.

Aon values an innovative, diverse workplace where all colleagues feel empowered to be their authentic selves. Aon is proud to be an equa

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