Consultant

Alexforbes; Sandton; On-site; ZAR 320,000 - 520,000; Full time

Benefits offered by this job

Bursary programmes

Leadership development

E-learning forums

Financial planning support

Total rewards package

Power of One recognition

Retirement fund contributions 13%

Job summary

Alexforbes is seeking a client-focused consultant to support retirement fund administration and trustee relations. You will assist with day-to-day management, facilitate cross-department coordination, and uphold service level agreements while contributing to client satisfaction and business growth.

Role emphasizes compliance, accurate record-keeping, and collaborative delivery of integrated fund solutions in a dynamic retirement fund consulting environment.

Qualifications

• Bachelor's Degree (NQF Level 7) required.
• Grade 12/Senior Certificate required.
• Approximately six months of training/familiarisation may be required to reach full competency.

Responsibilities

• Support the management and administration of retirement funds.
• Coordinate and facilitate communication between stakeholders and internal departments.
• Assist trustees with fund-related matters and ensure SLAs are met.
• Maintain accurate fund databases and assist with regulatory compliance.

Skills

Relationship building

Presentation skills

Communication skills

Professionalism

Accountability

Operational excellence

Teamwork

Stakeholder engagement

Negotiation

Regulatory awareness

Education

Bachelor's Degree (NQF Level 7)

Grade 12/ Senior Certificate

Job description

The Consultant is responsible for providing support and consulting services to trustees and management committees of retirement funds. The role involves assisting with the daily management and administration of funds, coordinating activities between departments, and ensuring clients receive efficient and professional support.

Key Responsibilities

• Support the management and administration of retirement funds.
• Coordinate and facilitate communication between stakeholders and internal departments.
• Assist trustees and management committees with fund-related matters.
• Ensure adherence to client service level agreements (SLAs).
• Maintain accurate and up-to-date fund databases.
• Support regulatory compliance and implementation of best practices.
• Assist with the rollout and implementation of strategic business initiatives.
• Contribute to client retention, satisfaction, and business growth objectives.
• Identify opportunities to increase assets under management (AUM).
• Collaborate with internal teams to deliver integrated client solutions.

Qualifications

• Bachelor's Degree (NQF Level 7).
• Grade 12/ Senior Certificate

Knowledge and Experience

• Knowledge of advanced administrative, operational, or customer service practices.
• Understanding of retirement fund administration and client servicing environments.
• Ability to interpret legislation and regulatory requirements relevant to the role.
• Approximately six months of training and familiarisation may be required to achieve full competency.

Customer Focus

• Relationship building
• Professional advice and support
• Accountability
• Operational excellence
• Teamwork and stakeholder engagement
• Cross-functional collaboration

Functional Skills

• FAIS compliance awareness
• Time and priority management
• Presentation and communication skills
• Business writing, including agendas and minutes
• Financial literacy and numeracy
• Problem-solving and conflict management
• Negotiation and influencing skills
• Ability to work within legal and regulatory frameworks.

Success Measures

Success in this role will be measured through:

• Achievement of revenue and business growth objectives.
• High levels of client satisfaction.
• Effective implementation of strategic initiatives.
• Compliance with regulatory requirements.
• Maintenance of operational excellence and best practice standards.
• Successful collaboration with internal and external stakeholders.

This role is ideal for a client-focused professional with strong relationship management, administration, and communication skills, who enjoys working in a retirement fund consulting environment.

Why Join Alexander Forbes?

At Alexforbes, we don’t just offer jobs – we build careers. Here’s what makes us stand out:

Growth & Development

• Bursary and Leadership Development Programmes
• E-Learning Forums and continuous learning opportunities
• Financial Planning Support tailored for staff

Rewarding Performance

• Total Rewards Package: Competitive incentives
• Power Of One recognition
• Retirement Fund Contributions starting at 13% of CTC
• Medical & Gap Cover

Work-Life Balance

• Wellness programmes
• My Savings Account

Join a company that values its people, invests in their growth, and rewards excellence.