Consultant

Alexforbes; Sandton; On-site; ZAR 350,000 - 550,000; Full time

Benefits offered by this job

Bursary programs

Leadership development

E-learning forums

Financial planning support

Total rewards package

Wellness programmes

Job summary

Alexander Forbes is hiring a Client Consultant to support trustees and management committees of retirement funds. You will aid daily fund administration, coordinate between departments, and ensure clients receive efficient, professional support.

Responsibilities include maintaining fund databases, adhering to SLAs, and assisting with regulatory compliance and strategic initiatives to drive client satisfaction and growth. You will work closely with internal teams to deliver integrated solutions.

Qualifications

• Bachelor's Degree (NQF Level 7) or higher.
• Grade 12/ Senior Certificate.
• FAIS compliance awareness and ability to interpret legislation.

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 rollout and implementation of strategic business initiatives.
• Contribute to client retention, satisfaction and growth objectives.
• Identify opportunities to increase assets under management (AUM).
• Collaborate with internal teams to deliver integrated client solutions.

Skills

Relationship management

Client servicing

Regulatory awareness

Time management

Communication skills

Problem-solving

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.