Gauteng: Retirement Fund Consultant posted by The Hiring House

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 (***)***-****

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