Retirement Fund Consultant

4 days ago

Johannesburg, South Africa H&S Labour Brokers cc Full time

Our client is looking for an experienced, due-diligent individual who excels in Customer services.

**Duties and responsibilities**:
**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)
- Monitor the accurate completion of claim forms and query trends and provide feedback and recommendations to HR
- Develop and secure commitment to member engagement and education plans to meet these needs and share feedback and trends with the Member Experience Manager and specialists to ensure that engagement strategies remain relevant and adapt accordingly

**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)
- 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.
- Plan and coordinate member education sessions ensuring their objectives are well defined and their impact tracked.
- Conduct presentations and answer queries in a sensitive manner.
- Use surveys, site visits and engagement sessions with members to gauge impact of communication received and ensure that the transfer of information is well understood.

**Support the company’s drive to be a multi-fund manager by supporting business development and growth opportunities**
- Manage current relationships and help grow the client and member base by creating new opportunities and relationships
- Be involved in new business development and presentations as and where required

**Annual Budgets and Financial Management**
- Prepare and motivate for budget to deliver member and client engagement against plans in respective areas of responsibility to deliver to client and member needs
- Manage costs against guidelines, and ensure alignment of expenditure with the budget.

**REQUIRED **MINIMUM WORK EXPERIENCE AND QUALIFICATIONS**
- Relevant Bachelor’s Degree. Registered with professional bodies - where applicable.
- CFP preferred, FAIS qualifications an advantage
- At least 3 years job-related experience (retirement and financial planning)
- Basic knowledge of Income Tax Act, Divorce Act, Pension Fund Act
- Working knowledge of benefit administration
- Working knowledge of focused client service
- Valid drivers’ license
- Willing to travel extensively within South Africa

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