Gauteng: Retirement Fund Consultant posted by The Hiring House

About the Role

The Hiring House is seeking a skilled Retirement Fund Consultant to join their team in Gauteng. As a key member of the technical consulting and compliance team, you will provide expert advice to clients, manage client relationships, and ensure regulatory compliance.

Key Responsibilities

• 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).
• 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.
• 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.
• 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.

Requirements

• Strong understanding of industry regulations, operations, and service models.
• Solid written communication and documentation skills.
• Demonstrated ability to manage client relationships and deliver technical advice.
• Minimum 3–5 years’ experience in employee benefits consulting.

Qualifications

• B. Com or equivalent degree (minimum NQF Level 6).
• Further industry qualifications or certifications are an advantage.
• FAIS Accredited, ensuring regulatory compliance.

Salary & Benefits

Salary details will be discussed during the interview process.