Employee Benefits Consultant

Alexforbes; Johannesburg; Hybrid; ZAR 200,000 - 300,000; Full time

Job summary

A leading financial services firm seeks an experienced Employee Benefits Consultant in Johannesburg. Responsibilities include managing umbrella funds, client interactions, and regulatory compliance. Ideal candidates will have a Bachelor's degree, 2+ years in Financial Services, and be FAIS compliant. The role offers growth opportunities, competitive compensation, and a hybrid work model.

Benefits

Bursary and Leadership Development Programmes

E-Learning Forums

Flexible Ways of Work

Total Rewards Package

Employee Wellness & Assistance Programmes

Qualifications

• Minimum 2 years’ experience in Financial Services/Employee Benefits.
• FAIS Compliant.
• Regulatory Exam (RE5) completed.
• Class of Business (COB) and Product Specific Training completed.
• CFP or CFA qualification (advantageous).
• Must meet FSCA Fit and Proper requirements and not be under supervision.
• Strong client relationship and interpersonal skills.

Responsibilities

• Act as the primary client contact in the absence of the Senior Consultant.
• Ensure smooth daily operations of assigned retirement funds.
• Draft agendas, minutes, and file notes for trustee and management meetings.
• Coordinate annual risk benefit renewals.
• Consult to the trustee’s/management committee of funds.
• Liaise between different departments to coordinate fund amendments.
• Log and process Section 14 transfer applications.
• Draft rule amendments in line with regulatory requirements.
• Respond to client queries within agreed service standards.
• Take full ownership of assigned clients.

Education

Recognised Bachelor's degree

Job description

About the Role:

We’re seeking a highly professional and client-focused Employee Benefits Consultant to join our dynamic team in Johannesburg. This role is ideal for someone who thrives in a fast-paced environment, is confident engaging with clients at all levels, and is passionate about delivering exceptional service in the financial services sector.

You will be responsible for managing Umbrella funds, ensuring operational excellence and superior client service.

Key Responsibilities:

• Act as the primary client contact in the absence of the Senior Consultant and provide secondary support when present.
• Ensure smooth daily operations of assigned retirement funds.
• Draft agendas, minutes, and file notes for trustee and management meetings.
• Coordinate annual risk benefit renewals.
• Consult to the trustee’s/management committee of funds, assist in the daily managing and logistical control of the funds.
• Liaise between different departments to coordinate fund amendments to provide overall assistance and support to the Senior Consultant.
• Log and process Section 14 transfer applications.
• Draft rule amendments in line with regulatory requirements.
• Respond to client queries (telephonic, email, written) within agreed service standards.
• Maintain high standards of accuracy and professionalism in all communications.
• Take full ownership of assigned clients, including development and execution of client plans.

Requirements:

• Recognised Bachelor's degree.
• Minimum 2 years’ experience in Financial Services/Employee Benefits.
• FAIS Compliant.
• Regulatory Exam (RE5) completed.
• Class of Business (COB) and Product Specific Training completed.
• CFP or CFA qualification (advantageous).
• Must meet FSCA Fit and Proper requirements and not be under supervision.
• Strong client relationship and interpersonal skills.

Why Join Alexforbes?

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 to help you grow professionally.
• E-Learning Forums and continuous learning opportunities.
• Financial Planning Support tailored for staff.

Rewarding Performance:

• Total Rewards Package: Competitive short- and long-term incentives.
• Power Of One: Monetary recognition for outstanding performance.
• Lead Incentives & Referral Bonuses for helping us grow our talent pool.

Comprehensive Benefits:

• Retirement Fund Contributions starting at 13% of CTC.
• Group Risk Cover: Funeral, Dread Disease, and Life Insurance.
• Medical & Gap Cover: 100% of CTC with Discovery/Bonitas (Mandatory unless you are a dependent).

Work-Life Balance:

• Flexible Ways of Work: Hybrid work model to suit your lifestyle.
• Connectivity Benefit: Wi-Fi allowance.
• Employee Wellness & Assistance Programmes to support your wellbeing.
• My Savings Account to help you plan for the future.

Join a company that values its people, invests in their growth, and rewards excellence. Be part of a team that’s shaping the future of financial services.