Employee Benefits Consulting Support

SUMMARY:
Cape Town (Waterfront) - An opportunity exists for an Employee Benefits Consultant to join a well-established financial services firm. This role is focused on delivering professional consulting services, client relationship management, and ensuring compliance with industry regulations.

POSITION INFO:
As an Employee Benefits Consultant, you will be responsible for managing and consulting to a portfolio of clients, ensuring compliance with legislative requirements, and providing strategic benefits advice. This role involves client retention, conducting fund reviews, overseeing claims processes, facilitating trustee meetings, and supporting new business initiatives. The position requires strong industry knowledge, relationship management, and the ability to deliver high-quality service in line with consulting agreements.

Key Responsibilities:

• Provide professional advice to clients in line with FAIS Act and Codes of Conduct.
• Consult to and service a portfolio of clients according to the service model.
• Prepare and present client meeting packs to trustee boards and employer forums.
• Retain and grow existing client relationships.
• Service third-party broker client portfolios.
• Conduct risk re-brokes and provide market benchmarking.
• Ensure accurate preparation and distribution of benefit statements.
• Oversee disability, death, funeral, and severe illness claims processes.
• Liaise with insurers and internal claims teams to ensure timely payments.
• Manage member engagement strategies and underwriting processes.
• Assist with strategy implementation within the consulting division.
• Supervise and manage allocated support staff.
• Pursue new business opportunities from existing and prospective clients.
• Ensure client mandates, agreements, and rules are up to date.
• Monitor investment switches and approve workflow tasks for client portfolios.
• Provide technical input and support for legal, compliance, and governance matters.
• Conduct client and member presentations, including fund education initiatives.
• Stay up to date with industry and legislative developments and advise clients accordingly.

• Strong attention to detail and accuracy.
• Deadline-driven with excellent time management skills.
• Professional communication and relationship-building ability.
• Problem-solving and analytical mindset.
• Ability to work independently and take initiative.

• Matric with Higher Grade Mathematics.
• Bachelor’s degree or equivalent tertiary qualification (advantageous)
• FAIS qualifications required.
• Membership of a professional body (e.g., FPI) advantageous.
• Must be able to speak fluent Afrikaans 
• 3–5 years’ experience in employee benefits consulting.
• Strong knowledge of the employee benefits industry, pension funds, FAIS, and related legislation.
• Proficiency in compliance and governance of pension fund structures.
• Financial advisory knowledge with solid understanding of retirement fund law.
• Excellent MS Office skills (Word, Excel Advanced, PowerPoint, Outlook).