Senior Retirement Fund Consultant

1 week ago


Johannesburg, Gauteng, South Africa ZA004 Marsh (Pty ) Ltd Full time

About the Role:

We are seeking a highly skilled Senior Retirement Fund Consultant to join our team at ZA004 Marsh (Pty) Ltd.

Responsibilities:

  • Provide expert advice and consulting services to a portfolio of clients in the retirement fund industry.
  • Develop and implement effective client service and project management strategies to ensure smooth running of the client base.
  • Establish strong relationships with key decision-makers, management committee members, and service providers.
  • Ensure Service Level Agreements (SLAs) are on file and services align with their terms.
  • Develop annual year plans for each client and adhere to deliverables.
  • Review agendas for management committee meetings and ensure distribution in line with SLA.
  • Attend management committee meetings and other ad hoc meetings as required.
  • Review minutes of meetings and ensure that they are distributed in line with SLA.
  • Action matters arising from meetings timeously.
  • Review and present risk and administration re-marketing exercises.
  • Negotiate with insurers/service providers.
  • Identify cross-sell and up-sell opportunities.
  • Ensure timeous response to queries from colleagues.
  • Update internal management systems.
  • Attend regular team meetings to discuss workflow and problem areas.
  • Coach and develop junior team members.
  • Assist in formulation and implementation of best practice.

Requirements:

  • Experience in a retirement fund consulting role.
  • Clear and concise oral and written communication skills.
  • Proficient in Microsoft Office tools (or equivalent) – Outlook, Word, Excel, and PowerPoint.
  • RE 05 (Representatives Exam) - Passed.
  • FAIS compliant.

About Mercer:



  • Johannesburg, Gauteng, South Africa ZA004 Marsh (Pty ) Ltd Full time

    About the Role:ZA004 Marsh (Pty) Ltd is seeking a highly skilled Retirement Fund Consultant to join our team. As a key member of our team, you will be responsible for providing expert advice and services to our clients in the retirement fund consulting space.Key Responsibilities:Consult to a portfolio of clients in the retirement fund consulting...


  • Johannesburg, Gauteng, South Africa ZA004 Marsh (Pty ) Ltd Full time

    Job Summary:Mercer Marsh Benefits is seeking a highly skilled Client Executive: Retirement to join our team in Sandton. As a key member of our team, you will be responsible for providing exceptional client service and consulting to a portfolio of clients.Key Responsibilities:Consult to a portfolio of clients and provide appropriate adviceEstablish strong...


  • Johannesburg, Gauteng, South Africa ZA004 Marsh (Pty ) Ltd Full time

    About the RoleWe are seeking an experienced Retirement Fund Consultant to join our team based in Sandton.Key Responsibilities:Consult to a portfolio of clientsProvide appropriate advice, excellent client service and project management to ensure the smooth running of the client baseEstablish strong relationships with key decision makers, management committee...


  • Johannesburg, Gauteng, South Africa ZA004 Marsh (Pty ) Ltd Full time

    About the Role:ZA004 Marsh (Pty) Ltd is seeking a highly skilled Client Executive - Retirement Solutions to join our team based in Sandton. As a key member of our team, you will be responsible for providing exceptional client service and consulting to a portfolio of clients.Key Responsibilities:Consult to a portfolio of clients and provide appropriate advice...


  • Johannesburg, Gauteng, South Africa ZA004 Marsh (Pty ) Ltd Full time

    About the Role:Mercer Marsh Benefits is seeking an experienced Client Executive: Retirement to join our team in Sandton. This is a fantastic opportunity for someone with a proven background in retirement fund consulting to join an established team with a market-leading insurance broker.Key Responsibilities:Consult to a portfolio of clients and provide...


  • Johannesburg, Gauteng, South Africa ZA004 Marsh (Pty ) Ltd Full time

    About the Role:We are seeking an experienced Client Executive: Retirement to join our team at ZA004 Marsh (Pty ) Ltd.Key Responsibilities:Consult to a portfolio of clients across the countryProvide expert advice, exceptional client service, and project management to ensure the smooth running of the client baseEstablish strong relationships with key decision...

  • Assistant Consultant

    4 weeks ago


    Johannesburg, Gauteng, South Africa ZA004 Marsh (Pty ) Ltd Full time

    About the Role:Mercer Marsh Benefits is seeking an experienced Assistant Consultant - Retirement to join our team in Sandton.The successful candidate will have a proven background in retirement fund consulting and a strong desire to learn and grow with our established team.Key Responsibilities:Assist the Client Executive in consulting to a portfolio of...

  • Client Executive

    4 weeks ago


    Johannesburg, Gauteng, South Africa ZA004 Marsh (Pty ) Ltd Full time

    About the Role:Mercer Marsh Benefits is seeking an experienced Client Executive to join our team in Sandton. As a key member of our team, you will be responsible for consulting with a portfolio of clients, providing expert advice, and delivering exceptional client service.Key Responsibilities:Consult to a portfolio of clients and provide expert advice on...

  • Assistant Consultant

    4 weeks ago


    Johannesburg, Gauteng, South Africa ZA004 Marsh (Pty ) Ltd Full time

    About the Role:Mercer Marsh Benefits is seeking an experienced Assistant Consultant - Retirement to join our team in Sandton. As a key member of our team, you will be responsible for providing excellent client service and project management to ensure the smooth running of our client base.Key Responsibilities:Assist the Client Executive in consulting to a...


  • Johannesburg, Gauteng, South Africa Paton Personnel Full time

    Job Summary:The role of Business Development Consultant at Paton Personnel will be responsible for acquiring new corporate clients, managing sales pipelines, engaging with stakeholders, and staying up-to-date with market trends and regulatory compliance.Key Responsibilities:Develop and execute business growth strategies to acquire new corporate clientsManage...


  • Johannesburg, Gauteng, South Africa CA Financial Appointments Full time

    Senior Fund Accountant OpportunityCA Financial Appointments is seeking a highly skilled and qualified Senior Fund Accountant to join their dynamic team. The ideal candidate will play a crucial role in overseeing the accounting and financial reporting functions, working closely with the management team to ensure the smooth operation of the fund.Key...


  • Johannesburg, Gauteng, South Africa CA Financial Appointments Full time

    Senior Fund Accountant OpportunityCA Financial Appointments is seeking a highly skilled and experienced Senior Fund Accountant to join our dynamic team. As a key member of our accounting and financial reporting functions, you will play a crucial role in overseeing daily fund operations, monthly/quarterly NAV reconciliation and review, and calculation and...


  • Johannesburg, Gauteng, South Africa Road Accident Fund Full time

    Job Title: Consultant: Medical ManagementThe Road Accident Fund is seeking a highly skilled and experienced Consultant: Medical Management to join our team. As a key member of our medical management team, you will be responsible for implementing medical management activities, exception handling, and providing administration support in claims processing.Key...


  • Johannesburg, Gauteng, South Africa Red Rock Recruitment Full time

    Job Title: Senior Financial ConsultantWe are seeking a highly skilled and experienced Senior Financial Consultant to join our team at Red Rock Recruitment.About the Role:The ideal candidate will have a strong background in financial services, with experience in working capital offerings and commercial funding in a B 2 B environment.The successful candidate...


  • Johannesburg, Gauteng, South Africa Isilumko Staffing Full time

    Job SummaryWe are seeking a highly skilled Investment Administrator to join our team at Isilumko Staffing. As an Investment Administrator, you will be responsible for driving compliance, applying accounting standards, and preparing financial statements according to international standards.Key ResponsibilitiesDrive compliance and ensure adherence to...


  • Johannesburg, Gauteng, South Africa Get Funds Full time

    As a Sales Funding Specialist at Get Funds, you will play a crucial role in providing funding solutions to Small and Medium-sized Enterprises (SMEs) using our network of best-in-class funders.About UsWe are a leading brokerage firm dedicated to delivering innovative funding solutions to SMEs. Our team of experts works tirelessly to ensure that businesses...


  • Johannesburg, Gauteng, South Africa Road Accident Fund Full time

    About the RoleWe are seeking a highly skilled and experienced Consultant: General Damages Adjudication to join our team at the Road Accident Fund. As a key member of our team, you will be responsible for the processing of claimant applications with regards to general damages adjudication.Key ResponsibilitiesReview claims against general damages adjudication...


  • Johannesburg, Gauteng, South Africa Isilumko Staffing Full time

    Job Title: Investment Fund AdministratorWe are seeking a highly skilled Investment Fund Administrator to join our team at Isilumko Staffing. The successful candidate will be responsible for driving compliance, applying accounting standards, and preparing financial statements according to international standards.Key Responsibilities:Driving compliance and...


  • Johannesburg, Gauteng, South Africa Tumaini Consulting Full time

    We are seeking a highly skilled Senior Mobile Application Development Specialist to join our team at Tumaini Consulting.About the Role:Job DescriptionTumaini Consulting, a leading provider of secure and innovative payment solutions for businesses, is looking for a seasoned professional to spearhead mobile application development using Flutter.The ideal...


  • Johannesburg, Gauteng, South Africa Isilumko Staffing Full time

    Job Title: Investment AdministratorWe are seeking a highly skilled Investment Administrator to join our team at Isilumko Staffing. As an Investment Administrator, you will be responsible for driving compliance, applying accounting standards, and preparing financial statements according to international standards.Key Responsibilities:Driving compliance and...