Pension Consultant Specialist

4 days ago


Bellville, Western Cape, South Africa H And S Labour Brokers Full time
Pension Benefits Advisor Role
  • 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)

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)
Key Responsibilities
  • Support the Business Development Consultant and Investment Consultant on all referrals.
  • 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.


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