Employee Benefit Consultant

Key Responsibilities:

• Serve as the main point of contact for clients in the absence of the Senior Consultant and act as secondary support when the Senior Consultant is present.
• Ensure the efficient daily operation of assigned funds.
• Draft agendas, minutes, and file notes for trustee and management meetings.
• Coordinate annual risk benefit renewals.
• Log and process Section 14 transfer applications.
• Draft rule amendments in accordance with regulatory requirements.
• Take and distribute minutes, agendas, and action items from meetings.
• Respond to client queries (telephonic, email, and written) within agreed service standards.
• Maintain high standards of accuracy and professionalism in all client and internal communications.
• Attend E-Learning Forum sessions as required for continued professional development.
• Take full ownership of assigned clients, including development and execution of client plans.

Requirements:

• Recognised Bachelor's degree.
• Minimum of 2 years' experience in a Financial Services/Employee Benefits environment.
• FAIS Compliant.
• Regulatory Exam (RE5) completed.
• Class of Business (COB) training completed.
• Product Specific Training completed.
• CFP or CFA qualification (advantageous).
• Must meet FSCA requirements of being Fit and Proper and not under supervision.
• Clean ITC and criminal checks.
• Strong client relationship and interpersonal skills are essential.
• South African Citizen