Retirement Fund Consultant

6 days ago

Johannesburg, South Africa The Hiring House Full time

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 35 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.

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