Retirement Fund Consultant

3 weeks ago

Bellville City of Cape Town Western Cape South Africa H&S Labour Brokers cc Full time

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.

 

BASIC JOB DESCRIPTION

 

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..
Proactively engage, educate members and advise members at key points in their journey

•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.
Support and Execute broader Member and Pensioner Education and Fund promotion campaigns

•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.
Support the companies drive to be a multi-fund manager by supporting business development and growth opportunities

•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.
•
Annual Budgets and Financial Management

•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
REQUIRED MINIMUM WORK EXPERIENCE AND QUALIFICATIONS

•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

 

All suitably qualified candidates are encouraged to apply and will be considered.  Our client applies the principles of employment equity as per National legislation and policy guidelines and will consider designated groups in line with these requirements.

 

Full spec to be shared with shortlisted candidates

 

Shortlisted candidates will be required to go through background screening and assessments.

The post Retirement Fund Consultant appeared first on freerecruit.co.za .

  • Retirement Fund Administrator

    2 weeks ago

    Cape Town, South Africa Salt Employee Benefits Full time

    An administrator is responsible and accountable for the full administration of a portfolio of clients allocated. He/ she should adhere to the administration procedures, SLA and industry requirements at all times. The administrator in this role should ensure that the brand or image of SEB is always maintained by adhering to the values (in keeping in line with...

  • Retirement Fund Administrator

    2 weeks ago

    Cape Town, South Africa SALT Employee Benefits Full time

    An administrator is responsible and accountable for the full administration of a portfolio of clients allocated. He/ she should adhere to the administration procedures, SLA and industry requirements at all times. The administrator in this role should ensure that the brand or image of SEB is always maintained by adhering to the values (in keeping in line with...

  • Retirement Fund Administrator

    2 weeks ago

    Cape Town, South Africa Adzuna ZA B C2 Full time

    An administrator is responsible and accountable for the full administration of a portfolio of clients allocated. He/ she should adhere to the administration procedures, SLA and industry requirements at all times. The administrator in this role should ensure that the brand or image of SEB is always maintained by adhering to the values (in keeping in line with...

  • Retirement Fund Admin Team Manager

    2 weeks ago

    Cape Town, South Africa Salt Employee Benefits Full time

    The Administration Manager is responsible for the overall management of the administration team. The duties include, managing, planning, monitoring, and reporting. The manager must be innovative and improve admin processes. The manager must be solution driven and ensure excellent stakeholder communication. He/she must ensure all the highest level of service...

  • Retirement Fund Admin Team Manager

    2 weeks ago

    Cape Town, South Africa SALT Employee Benefits Full time

    The Administration Manager is responsible for the overall management of the administration team. The duties include, managing, planning, monitoring, and reporting. The manager must be innovative and improve admin processes. The manager must be solution driven and ensure excellent stakeholder communication. He/she must ensure all the highest level of service...

  • Retirement Fund Admin Team Manager

    2 weeks ago

    Cape Town, South Africa Adzuna ZA B C2 Full time

    The Administration Manager is responsible for the overall management of the administration team. The duties include, managing, planning, monitoring, and reporting. The manager must be innovative and improve admin processes. The manager must be solution driven and ensure excellent stakeholder communication. He/she must ensure all the highest level of service...

  • Fund Manager

    7 days ago

    Cape Town, South Africa Communicate Recruitment Full time

    Full accounting function of the fundsOperational duties include:BankingAccountsReportingInvestmentsSARS / EMP201 & 501AuditValuationLegislativeCustomer liaison and adherence to SLAsPeople managementSkills & Experience: Ability to investigate and analyse data to be able to report accuratelyExcellent Excel skills, must be able to do V-Lookup, pivot etc.FICA...

  • Fund Manager

    6 days ago

    Cape Town, South Africa Communicate Recruitment Full time

    Full accounting function of the fundsOperational duties include:BankingAccountsReportingInvestmentsSARS / EMP201 & 501AuditValuationLegislativeCustomer liaison and adherence to SLAsPeople managementSkills & Experience: Ability to investigate and analyse data to be able to report accuratelyExcellent Excel skills, must be able to do V-Lookup, pivot etc.FICA...

  • Fund Manager

    6 days ago

    Cape Town, South Africa Adzuna ZA B C2 Full time

    Full accounting function of the fundsOperational duties include:BankingAccountsReportingInvestmentsSARS / EMP201 & 501AuditValuationLegislativeCustomer liaison and adherence to SLAsPeople managementSkills & Experience: Ability to investigate and analyse data to be able to report accuratelyExcellent Excel skills, must be able to do V-Lookup, pivot etc.FICA...

  • Manager Fund Accountant

    6 days ago

    Cape Town, South Africa Communicate Recruitment Full time

    Review and approve banking transactionsManage cash flow and forecast fund requirementsOversee system controls and proceduresPrepare fund accounts and ensure complianceLiaise with investment managers and brokersHandle SARS submissions and auditsCoordinate fund valuations and compliancePrepare management reports and budgetsEnsure customer and SLA...

  • Manager Fund Accountant

    5 days ago

    Cape Town, South Africa Communicate Recruitment Full time

    Review and approve banking transactionsManage cash flow and forecast fund requirementsOversee system controls and proceduresPrepare fund accounts and ensure complianceLiaise with investment managers and brokersHandle SARS submissions and auditsCoordinate fund valuations and compliancePrepare management reports and budgetsEnsure customer and SLA...

  • Manager Fund Accountant

    6 days ago

    Cape Town, South Africa Adzuna ZA B C2 Full time

    Review and approve banking transactionsManage cash flow and forecast fund requirementsOversee system controls and proceduresPrepare fund accounts and ensure complianceLiaise with investment managers and brokersHandle SARS submissions and auditsCoordinate fund valuations and compliancePrepare management reports and budgetsEnsure customer and SLA...

  • Concierge/security

    7 days ago

    Century City, South Africa Upmarket Retirement Resort Full time

    **Concierge Needed** Upmarket Retirement Resort in Century City **Requirements**: Male :Grade C Security Officer Fluent in English Good written and verbal communication skills Previous hospitality experience would be advantageous Willing to work shifts day/night Monday to Sunday **Benefits: After successful probation period** Provident fund Medical...

  • Fund Administrator

    4 days ago

    Bellville, South Africa Sanlam Full time

    Build a successful career with us We’re all about building strong, lasting relationships with our employees. We know that you have hopes for your future - your career, your personal development and of achieving great things. We pride ourselves in helping our employees to realise their worth. Through its four business clusters - Sanlam Life and Savings,...

  • Investment Client Services Consultant

    4 weeks ago

    Cape Town, South Africa Six Sense Full time

    Western Cape, Cape Town - Annually Cost To Company (Market related) A well-established company is seeking an Investment Client services Consultant The core purpose of this role is to build engagement, trust and long-lasting relationships with investors and financial planners through the delivery of exceptional service experiences. **Qualification**: -...

  • Analyst Developer: Retirement Fund Administration

    3 weeks ago

    Cape Town, South Africa IOCO Full time

    We are looking for a skilled and motivated Analyst Developer to join our team, specializing in Retirement Fund Administration (FAS) and Benefit Claims (PEP). The Analyst Developer will play a crucial role in designing, developing, and maintaining software solutions to support retirement fund administration processes and benefit claims management. What...

  • Analyst Developer: Retirement Fund Administration

    4 weeks ago

    Cape Town, South Africa IOCO Full time

    We are looking for a skilled and motivated Analyst Developer to join our team, specializing in Retirement Fund Administration (FAS) and Benefit Claims (PEP). The Analyst Developer will play a crucial role in designing, developing, and maintaining software solutions to support retirement fund administration processes and benefit claims management.What...

  • Fund Secretariat Administrator Ftc

    6 days ago

    Bellville, South Africa Sanlam Full time

    About Sanlam Corporate Sanlam Corporate Cluster comprises of the two existing businesses - Sanlam Corporate Solutions and Sanlam Health Management. These businesses enhance our corporate business offering through providing integrated solutions for corporate clients both in South Africa and across the African continent by providing tailored solutions to...

  • Fund Accountant

    2 weeks ago

    Cape Town, South Africa SALT Employee Benefits Full time

    The Fund Accountant need to manage the day to day accounting duties for a specific bank account. The Fund accountant will be responsible for the management/reconciliations of various general ledger accounts which is reconciled monthly. They will also assist the Senior Fund Accountant with the preparation of the audit workings. They will be doing...

  • Fund Accountant

    2 weeks ago

    Cape Town, South Africa SALT Employee Benefits Full time

    The Fund Accountant need to manage the day to day accounting duties for a specific bank account. The Fund accountant will be responsible for the management/reconciliations of various general ledger accounts which is reconciled monthly. They will also assist the Senior Fund Accountant with the preparation of the audit workings. They will be doing...