Consultant

NMG Benefits; Wes-Kaap; On-site; ZAR 500,000 - 700,000; Full time

Job summary

A consulting firm in South Africa is seeking a qualified employee benefits consultant to provide insights and advice to clients. The ideal candidate will have a B. Com degree and 3-5 years of experience in the industry. Responsibilities include managing client relationships, ensuring compliance, and preparing meeting documentation. Strong communication skills and a customer-focused mindset are essential for success in this role. Competitive benefits and a commitment to professional development are offered.

Qualifications

• 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.

Responsibilities

• Provide compliant advice aligned with client needs and legislation.
• Independently manage a portfolio of clients.
• Prepare meeting agendas and document discussions accurately.
• Assist in organizing member roadshows and educational sessions.

Skills

Strategic planning and organizational abilities

Effective interpersonal and client-facing communication skills

Time management and ability to prioritize tasks efficiently

Problem-solving capability and attention to detail

Customer-focused with a proactive, service-oriented mindset

Familiarity with industry tools, compliance requirements, and consulting documentation

Education

B. Com or equivalent degree (minimum NQF Level 6)

Further industry qualifications or certifications

Job description

ROLE OVERVIEW

In this position you will be responsible for providing insights to clients. To do so, you will first meet with our clients to uncover their business needs and challenges. Then, you will use your strong analytical skills to perform quantitative and observational data analyses. From these analyses, you will form and present your recommendations to our clients.

KEY 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 organizing and presenting member roadshows and educational sessions

Internal Collaboration & Best Practice

• Implement NMG 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

REQUIREMENTS

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

Competencies (skills required)

• Strategic planning and organizational abilities
• Effective interpersonal and client-facing communication skills
• Time management and ability to prioritize tasks efficiently
• Problem-solving capability and attention to detail
• Customer-focused with a proactive, service-oriented mindset
• Familiarity with industry tools, compliance requirements, and consulting documentation

ABOUT US

At NMG Benefits, we are driven by a simple yet powerful philosophy: Finding a Better Way. This commitment shapes everything we do, from consulting to crafting innovative solutions for brighter financial futures. Our expertise spans consulting, actuarial, and administration services in healthcare and retirement fund environments, enhanced by personalised financial planning for individuals. This comprehensive approach enables us to deliver seamless, end-to-end solutions tailored to the needs of employers and their employees.

We encourage our clients to view employee benefits through an actuarial lens, fostering policies that drive productivity, loyalty, and engagement. Our focus is on protecting the financial security of employees while ensuring the long-term stability of the organisations they serve - building enduring and successful partnerships.

At NMG, our leadership and team recognise the privilege and trust placed in us to safeguard our clients\' financial wellbeing. We’re proud to be the trusted advisors of over 50 blue-chip South African companies, guiding their strategies with insights that inspire confidence and results.