Johannesburg: Retirement Fund Consultant

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 35 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.