Retirement Fund Account Executive Gauteng Permanent

**Designation**:

- Retirement Fund Account Executive | Gauteng | Permanent

**Category**:

- Client/Intermediary Services

**Job Level**:

- Skilled technical and academically qualified workers, junior management, supervisors, foremen and superintendents

**Posted by**:

- PSG Financial Services

**Posted on**:

- 13 Mar 2025

**Reference Number**:

- POS39661

**Closing date**:

- 11-Jun-2025

**Position Type**:

- Permanent

**Location**:
**Overview**:
**VACANCY | RETIREMENT FUND ACCOUNT EXECUTIVE | GAUTENG | PERMANENT**

PSGs commitment to transform and embrace diversity is what drives us to achieve a diverse workplace with employment equity as a key goal to create an inclusive workforce. In achieving our employment equity goals, we give preference to applicants from designated groups, and we encourage people with disability to apply.

**Job description**:
The Senior Retirement Fund Consultant will play a crucial role in advising employers, Advisory committees, and individuals on retirement planning, group risk benefit structures, pension fund management, and regulatory compliance. Client advisory is a critical aspect of the role. The Consultant serve as a strategic partner to employers, trustees, and fund members, ensuring they make informed decisions about retirement planning and fund management. They will also be responsible for group risk consulting as it plays a critical role in helping organizations manage and mitigate risks related to employee benefits, particularly group life, disability, and income protection insurance. The primary responsibility will be to ensure that companies have the right risk management strategies in place to protect employees while optimizing costs

**Responsibilities**:

- Independently manage and consult on client portfolio.
- Establish and maintain relationships with key decision makers at the participating Employer
- Provision of appropriate advice, excellent client service and project management of Fund critical events to ensure the smooth running of the Fund.
- Effective management of service providers and adherence to PSG standard operating procedures
- Prepare and conduct member presentations. Individual discussion with new members explaining benefits, when required.
- Conduct risk and retirement independent verification of rates
- Prepare and distribute agenda packs for trustee and management committee/joint forum meetings
- Advise and consultation to the employer on most appropriate structure for the employer and fund
- Record keeping of meetings as required by the regulator.
- Develop strong relationships with all internal colleagues and external service providers to ensure operational efficiency and discuss product characteristics and appropriate training, service and support.
- Building key relationships with all service providers (i.e. administrators, insurers, etc.), and clients.
- Employee benefits industry and legislation knowledge are essential. Keep abreast with all changes.
- Attend required internal and external forums and training courses
- Compliance to Internal Processes:

- Delivering of service and commitments to clients thus building and maintaining a trust relationship with clients.
- Undergo all training required.
- Adhere to general administration tasks, filing, updating the internal system, electronic storing of minutes, reports etc

**Minimum Requirements**:

- CFP or relevant qualification/Degree
- 5 years relevant Employee Benefits work experience within the financial services industry
- Proficient in both spoken and written English and at least one other of the official South African languages
- Computer literacy (MS Office)

**Competencies required**:

- Strong organisational and multitasking abilities
- Excellent communication and interpersonal skills
- Proficiency in MS Office Suite (Word, Excel, Outlook, PowerPoint)
- Attention to detail and ability to handle sensitive information with discretion
- Knowledge of healthcare benefits and medical schemes (advantageous)

**How to apply**: