Retirement Fund Consultant
The Hiring HouseJohannesburg, Gauteng, South Africa5 days ago
Job descriptionMaintain 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 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 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 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 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. B. Com or equivalent degree (minimum NQF Level 6). Further industry qualifications or certifications are an advantage. FAIS Accredited, ensuring regulatory compliance. 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.
Responsibilities
- Technical Consulting & Compliance
Provide technically sound and compliant advice, aligned with legislative updates and client needs.
Independently manage a portfolio of clients, with strategic guidance from senior colleagues.
Prepare meeting agendas and compile full trustee packs, including administrative and investment reports.
Draft and manage Section 14 transfer checklists.
Implement the company's Best Practice standards within the client portfolio.
Minimum Qualification
Experience
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Consultant • Johannesburg, Gauteng, South Africa
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