RETIREMENT FUND CONSULTANT - WESTERN CAPE R600 000 per annum R600 000 p.a

Job Title : Retirement Fund Consultant

As a Retirement Fund Consultant, your primary responsibility is to provide expert guidance by means of education and benefit counselling to members, Pensioners, and Human Resource Business Partners whilst fostering relationships in compliance with the FSCA customer principles.

Key Responsibilities

• Pension and Benefits Regulations – In-depth knowledge of pension and benefits regulations and standards to ensure adherence to legal requirements.
• Retirement Planning – Proficient in retirement planning principles, including pension fund management and guiding members on retirement readiness.
• Basic knowledge of Income Tax Act, Divorce Act, Pension Fund Act .
• Working knowledge of Default Regulation and Benefit Administration.
• Strong understanding of Employee Benefits administration processes and related products.
• At least 3-5 years job-related experience (retirement and financial planning) with a focus on employee benefit client relationship management and benefit consulting.

Desired Experience & Qualifications

Relevant Bachelor’s Degree. Registered with professional bodies - where applicable.

Certified Financial Planner qualification preferred; FAIS qualifications are an advantage.

Regulatory Exam 5.

Fluency in speaking Afrikaans is compulsory.

Package & Remuneration

R600 000 per annum.

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