Retirement Fund Consultant
The Hiring House Johannesburg
Role Overview &Responsibilities
Technical Consulting & Compliance
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).
- 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.
- 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.
- B. Com or equivalent degree (minimum NQF Level 6).
- Further industry qualifications or certifications are an advantage.
- FAIS Accredited, ensuring regulatory compliance.
- 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.
The Recruitment CouncilJohannesburg
to work on complex financial strategies and ensure legal compliance within a highly professional environment.
Responsibilities:
Financial Needs Analysis (FNA): Prepare comprehensive FNAs across Risk, Pre-retirement, and Post-retirement planning...
Communicate RecruitmentJohannesburg
Key Responsibilities:
Provide actuarial audit support across a portfolio of clients in the insurance (life and general), retirement funding, and medical scheme sectors
Review technical provisions, IAS 19 liabilities, and IFRS 17 liabilities, including...
Professional Career ServicesJohannesburg
Bachelors degree in business management
• 5 Years experience in the retail supplier environment
Benefits
• Medical Aid
• Retirement Fund
• Commission -Biannually...