Retirement Fund Consultant

Role Overview & Responsibilities

Technical Consulting & Compliance

• Provide technically sound and compliant advice, aligned with legislative updates and client needs.
• Maintain FAIS accreditation, ensuring compliance with all regulatory requirements.
• Procure fidelity guarantee insurance and facilitate underwriting where necessary.
• Negotiate product and service provider agreements (e.g., Group Life Assurance, PHI, funeral cover).

Client Relationship Management

• Independently manage a portfolio of clients, with strategic guidance from senior colleagues.
• Build strong relationships with trustees, employers, and other key stakeholders.
• Develop annual client plans, schedule trustee/management committee meetings, and ensure adherence to milestones.
• Respond to client requests and queries in a timely and professional manner.
• Maintain comprehensive written records of all client interactions, including meetings and communications.

Meeting & Governance Support

• Prepare meeting agendas and compile full trustee packs, including administrative and investment reports.
• Attend trustee and management meetings, ensuring accurate minute-taking and action tracking.
• Monitor and follow up on all meeting action items to ensure timely completion.
• Ensure service level agreements (SLAs) are documented and up to date.

Operational Support & Project Management

• Draft and manage Section 14 transfer checklists.
• Conduct risk and administration rebrokes, preparing reports and presentations for clients.
• Complete fee notes and maintain workflow trackers to ensure deadline compliance.
• Assist in organising and presenting member roadshows and educational sessions.

Internal Collaboration & Best Practice

• Implement the company's Best Practice standards within the client portfolio.
• Assist in the formulation of best practice methodologies and contribute to consulting projects.
• Work with Key Account Managers (KAMs) to identify cross-selling opportunities and support retention strategies.
• Collaborate with administration teams and service providers, monitoring fund statuses and resolving issues.

Minimum Qualification

• B. Com or equivalent degree (minimum NQF Level 6).
• Further industry qualifications or certifications are an advantage.
• FAIS Accredited, ensuring regulatory compliance.

Experience

• Minimum 3–5 years’ experience in employee benefits consulting.
• Demonstrated ability to manage client relationships and deliver technical advice.
• Strong written communication and documentation skills.
• Solid understanding of industry regulations, operations, and service models.

Please call us on 0100300127

NB: Should you not hear from us within 6 weeks, please consider your application unsuccessful.

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