Job Description
Key Responsibilities:
- Provide professional advice to clients in line with FAIS Act and Codes of Conduct.
- Consult to and service a portfolio of clients according to the service model.
- Prepare and present client meeting packs to trustee boards and employer forums.
- Retain and grow existing client relationships.
- Service third-party broker client portfolios.
- Conduct risk re-brokes and provide market benchmarking.
- Ensure accurate preparation and distribution of benefit statements.
- Oversee disability, death, funeral, and severe illness claims processes.
- Liaise with insurers and internal claims teams to ensure timely payments.
- Manage member engagement strategies and underwriting processes.
- Assist with strategy implementation within the consulting division.
- Supervise and manage allocated support staff.
- Pursue new business opportunities from existing and prospective clients.
- Ensure client mandates, agreements, and rules are up to date.
- Monitor investment switches and approve workflow tasks for client portfolios.
- Provide technical input and support for legal, compliance, and governance matters.
- Conduct client and member presentations, including fund education initiatives.
- Stay up to date with industry and legislative developments and advise clients accordingly.
Key Attributes:
- Strong attention to detail and accuracy.
- Deadline-driven with excellent time management skills.
- Professional communication and relationship-building ability.
- Problem-solving and analytical mindset.
- Ability to work independently and take initiative.
Requirements:
- Matric with Higher Grade Mathematics.
- Bachelor’s degree or equivalent tertiary qualification (advantageous)
- FAIS qualifications required.
- Membership of a professional body (e.g., FPI) advantageous.
- Must be able to speak fluent Afrikaans
- 3–5 years’ experience in employee benefits consulting.
- Strong knowledge of the employee benefits industry, pension funds, FAIS, and related legislation.
- Proficiency in compliance and governance of pension fund structures.
- Financial advisory knowledge with solid understanding of retirement fund law.
- Excellent MS Office skills (Word, Excel Advanced, PowerPoint, Outlook).
Remuneration:
R25 000 – R30 000 CTC
**Only shortlisted candidates will be contacted**
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