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Retirement Benefit Counsellor

2 months ago

Bellville, South Africa Your HR Outsourced Full time

Retirement Benefit Counsellor

Our client based in Bellville is looking for a Retirement Benefit Counsellor. Your Primary role is to assist individuals in planning and understanding their retirement benefits. You will provide guidance and advice on various retirement plans, investment options, and financial strategies.

**Responsibilities**:

- Interact with Retirement Fund Members who are close to retirement either face-to-face or via telephone
- Collect personnel financial information from the Member in order to complete a Financial planning report
- Interact with different Service Providers to obtain quotations
- Communicate all the options available to the Member
- Connect a retiree with a Financial Advisor
- Keep record of all counselling done and submit a monthly report
- Strong financial analysis and mathematical skills are crucial. You should be able to assess individuals financial situations, evaluate investment portfolios, and provide recommendations tailored to their specific needs and goals
- Staying updated on industry trends, tax laws, and retirement planning strategies
- Willing to travel

**Skills**:

- Fast learner
- Excellent verbal and communication skills are essential
- Report writing skills
- Articulate
- Good Judgement
- Level headed under all circumstances

**Requirements**:

- Bachelor's degree
- Certified Financial Planner (CFP) (advantage)
- 2 years experience in the Financial Service Industry, focusing on Financial Planning in the Local Authority Retirement Fund environment

**Salary**: R20,000.00 - R30,000.00 per month

Application Question(s):

- Do you have and completed your Bachelor's degree?

**Experience**:

- Financial Planning in Retirement Fund: 5 years (preferred)

Application Deadline: 2023/07/17

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