Employee Benefits Consultant/Pension Fund Consultant - Multicarrier funds

The key responsibilities will include the following:
1. Assist the Principal Consultant in managing, retaining a portfolio of clients and ensuring deliveries in terms of the company
Benefit Consulting standards;
2. Supervision of junior consultant;
3. Provision of employee benefits, investment, governance and compliance and risk advice;
4. Build and maintain a strong relationship with the clients;
5. Attend to and resolve problems of clients and members;
6. Proactively identify client issues and solutions;
7. Conducting presentations and workshops for clients;
8. Successfully manage assigned projects as and when required;
9. Generate profitability and new business for the Company
10. Monitoring of fees including but not limited to ensuring that the correct fees are being charged and that work outside
of the retainer is billed for;
11. Attend trustee meetings and ensuring that the agendas are drafted, accurate minutes are taken and matters arising
from the meetings are actioned timeously;
12. Administration including but not limited to ensuring statutory deadlines are met, conducting market tests, managing
the overall administration of funds, compilation and distribution of member communication and etc;
13. Monitoring and act as the interface between the client and its service providers.
Requirements:
1. B Com (econometrics, investments, finance etc) or LLB
2. Passed RE5 exams
3. FAIS compliant
4. CFP® (an advantage)
5. At least 3 years Employee Benefit Consulting experience
1. Strong knowledge of Employee Benefit Industry
2. Excellent verbal and written communication skills
3. Problem Solving
4. Ability to multi-task and delegate where appropriate
Additional Information:
Preference will be given to EE candidates
Salary:
+/- R500,000 – R600 000 pa total cost to company. The remuneration will be a total cost to company, which includes employer contributions to the provident fund, group disability income insurance premium, medical aid contributions and travel and cell allowance, if applicable.
Additional commission is payable in terms of the commission incentive structure that is agreed between the candidate and the employer from time to time.
Bonus: There is an annual bonus, which is discretionary – it is based on the candidates performance and the overall
profitability of the business.