Job Description
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 (***)***-****
NB: Should you not hear from us within 6 weeks, please consider your application unsuccessful.
How to Apply
Click the green “Go Apply” button below to apply directly online with the employer.
About Finance/Accounting Management Jobs in Gauteng
In Gauteng, South Africa, the finance and accounting management field is a significant contributor to the province’s economy, with various industries relying on skilled professionals to manage their financial operations. Typically, this field offers stable employment opportunities with good prospects for career advancement. Generally, the demand for finance and accounting managers remains high across multiple sectors.
Salary expectations for finance and accounting management positions in Gauteng are generally broad and can vary widely depending on factors such as experience, company size, and industry sector. Broadly speaking, salaries typically range from R400 000 to R1 500 000 per annum, with senior roles often commanding higher remuneration packages. However, these figures are subject to change and may not reflect actual salaries for specific job openings.
Common skills required for finance and accounting management positions include proficiency in financial software, strong analytical and problem-solving abilities, excellent communication and leadership skills, experience with financial reporting and regulatory compliance, knowledge of financial management principles and practices, and a solid understanding of taxation laws. Typically, candidates with a degree in finance, accounting, or business administration are well-suited for these roles.
Finance and accounting managers can be found across various industry sectors, including the financial services sector, technology industry, manufacturing sector, and more. The financial services sector, for example, often employs finance and accounting professionals to manage its operational finances, while the technology industry may require them to oversee the financial aspects of software development or IT projects.
Career progression opportunities in this field are generally good, with experienced finance and accounting managers often moving into senior roles such as department head or director of finance. Many companies also offer training and development programs to help employees acquire new skills and advance their careers.
This information provides general career guidance. Actual salaries and requirements vary by employer.
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