Employee Benefits Consultant

RecruitMyMom; Cape Town; On-site; ZAR 500 000 - 700 000; Full time

Job summary

A financial services company in Cape Town seeks an experienced Employee Benefits Consultant to manage death and disability claims while ensuring compliance with relevant legislation. The ideal candidate will possess extensive experience in employee benefits consulting, effectively advise clients, and facilitate stakeholder engagement. Strong knowledge of pension funds and proficiency in MS Office are essential. This is a full-time, permanent position offering an opportunity to mentor support staff and contribute to new business development.

Qualifications

• Minimum of 5 years' working experience in a similar environment.
• 3-5 years' Employee Benefits Consulting Experience.
• Strong knowledge of Employee Benefit industry.

Responsibilities

• Provide professional advice to clients in line with policies.
• Manage and service a portfolio of employee benefit clients.
• Prepare and present reports and meeting packs.

Skills

Employee Benefits Consulting

Legislation Compliance

Client Communication

Pension Fund Knowledge

Financial Advisory

MS Office

Job description

V&A Waterfront, Cape Town, South Africa | Posted on 05/11/2025

A well-established financial services company isseeking an experienced Employee Benefits Consultant to join their teamon a full-time, permanent basis. This advisory role focuses on managingthe full spectrum of death, disability, and funeral claims, ensuringcompliance with legislation and company standards. The successful candidatewill act as a trusted advisor to clients, providing expert guidance onemployee benefits products and engaging at a strategic level — not in anadministrative support capacity.

Key Responsibilities

• Provide professional advice to clients in line with theFAIS Act and company policies.
  
• Manage and service a portfolio of employee benefitclients, ensuring high levels of client retention and satisfaction.
  
• Prepare and present reports and meeting packs toemployer forums and trustee boards.
  
• Oversee claims management for death, disability, andfuneral benefits, ensuring timely resolution and compliance.
  
• Liaise with insurers and stakeholders to facilitateunderwriting, claims, and benefit payments.
  
• Conduct annual benefit reviews, benchmarking, and riskre-brokes for clients.
  
• Support client communication and member engagementstrategies.
  
• Monitor compliance with fund governance, section 14transfers, and trustee requirements.
  
• Contribute to new business development and assist inmergers, acquisitions, and client conversions.
  
• Stay informed of legislative and market changes andcommunicate updates internally and to clients.
  
• Manage and mentor support staff within the consultingdivision.
  

Requirements

• Membership of a Professional Body (e.g. FPI) would be advantageous
  
• Minimum of 5 years' working experience in similar environment
  
• 3-5 years' Employee Benefits Consulting Experience
  
• Strong knowledge of Employee Benefit industry
  
• Strong knowledge of Pension Funds, FAIS and related Legislation
  
• Compliance and governance of Pension Fund Structures
  
• Good understanding and interpretation of Pension funds, FAIS and related Legislation
  
• Financial Advisory knowledge
  
• Working knowledge of Retirement Fund Law
  
• Excellent working knowledge of MS Office (Word, Excel Advanced, PowerPoint, Outlook)