Retirement Fund Consultant

SUMMARY:
We are looking for an enthusiastic Retirement Fund Consultant to take up a permanent role in Bryanston.

POSITION INFO:
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 0100300127

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