Employee Benefits Consultant Specialist
4 weeks ago
About the Role We're seeking a highly professional and client-focused Employee Benefits Consultant to join our dynamic team in Stellenbosch. This role is ideal for someone who thrives in a fast-paced environment, is confident engaging with clients at all levels, and is passionate about delivering exceptional service in the financial services sector. You will be responsible for managing funds and retaining clients, ensuring operational excellence and superior client service. Key Responsibilities Act as the primary client contact in the absence of the Senior Consultant and provide secondary support when present. Ensure smooth daily operations of assigned retirement funds. Draft agendas, minutes, and file notes for trustee and management meetings. Coordinate annual risk benefit renewals. Consult to the trustee's / management committee of funds, assist in the daily managing and logistical control of the funds. Liaise between different departments to coordinate fund amendments to provide overall assistance and support to the Senior Consultant. Log and process Section 14 transfer applications. Draft rule amendments in line with regulatory requirements. Respond to client queries (telephonic, email, written) within agreed service standards. Maintain high standards of accuracy and professionalism in all communications. Take full ownership of assigned clients, including development and execution of client plans. Requirements Recognised Bachelor's degree. Minimum 3 years' experience in Financial Services / Employee Benefits. FAIS Compliant. Regulatory Exam (RE5) completed. Class of Business (COB) and Product Specific Training completed. CFP or CFA qualification (advantageous). Must meet FSCA Fit and Proper requirements and not be under supervision. Strong client relationship and interpersonal skills. Why Join Alexforbes? At Alexforbes, we don't just offer jobs - we build careers. Growth & Development Bursary and Leadership Development Programmes to help you grow professionally. E-Learning Forums and continuous learning opportunities. Financial Planning Support tailored for staff. Rewarding Performance Competitive short- and long-term incentives. Power Of One: Monetary recognition for outstanding performance. Lead Incentives & Referral Bonuses for helping us grow our talent pool. Comprehensive Benefits Retirement Fund Contributions starting at 13% of CTC. Group Risk Cover: Funeral, Dread Disease, and Life Insurance. Medical & Gap Cover: % of CTC with Discovery / Bonitas (Mandatory unless you are a dependent). My Savings Account to help you plan for the future. Work-Life Balance Flexible Ways of Work: Hybrid work model to suit your lifestyle. Connectivity Benefit: Wi-Fi allowance. Employee Wellness & Assistance Programme to support your wellbeing. Be part of a team that's shaping the future of financial services. #J-18808-Ljbffr
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WorkFromHome, South Africa Trinergy Business Solutions (Pty) Ltd Full timeA leading consulting firm in Pretoria seeks an experienced Employee Benefit Consultant to expand their client base and manage relationships with stakeholders. The ideal candidate has at least 7 years of experience in the Employee Benefits industry and is fluent in English and Afrikaans. The role involves providing consulting advice and maintaining strong...
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WorkFromHome, South Africa Trinergy Business Solutions (Pty) Ltd Full timeOverview A leading consulting firm in Pretoria seeks an experienced Employee Benefit Consultant to expand their client base and manage relationships with stakeholders. Responsibilities The role involves providing consulting advice and maintaining strong client relationships. Qualifications The ideal candidate has at least 7 years of experience in the...
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WorkFromHome, South Africa Trinergy Business Solutions (Pty) Ltd Full timeA leading consulting firm in Pretoria seeks an experienced Employee Benefit Consultant to expand their client base and manage relationships with stakeholders. The ideal candidate should have at least 7 years of experience in the Employee Benefits industry and be fluent in both English and Afrikaans. This role involves providing consulting advice and...
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