Hybrid Retirement Benefits Consultant

Marsh; Cape Town; Hybrid; ZAR 420,000 - 640,000; Full time

Benefits offered by this job

Hybrid work model

Excellent benefits coverage

Learning and mentoring programs

Internal mobility opportunities

Job summary

Marsh in Cape Town seeks an experienced Employee Benefits Consultant to support retirement fund consulting and administration for a portfolio of clients. The role requires building strong client relationships, adhering to SLAs, and contributing to annual client plans.

The successful candidate will join an established, global firm with hybrid work. High attention to detail, English proficiency, and a valid driver’s license are essential.

Qualifications

• Experience in retirement fund consulting or retirement administration.
• Clear and concise oral and written communication skills.
• Proficient in Microsoft Office tools (Outlook, Word and Excel).
• RE 05 (Representatives Exam) - Passed.
• FAIS compliant.
• Business-level proficiency in English; Afrikaans advantageous.
• Valid driver’s license and own transport.

Responsibilities

• Assist the Client Executive in consulting to a portfolio of clients.
• Ensure Service Level Agreements (SLAs) are on file for all clients and provide services in line with SLA.
• Develop an annual year plan for each client with Client Executive and ensure deliverables.
• Prepare agendas for management committee meetings and ensure distribution in line with SLA.
• Attend management committee meetings and other ad hoc meetings with the Client Executive.
• Draft accurate and complete minutes of meetings for review by the Client Executive and distribute in line with SLA.
• Ensure matters arising from meetings are actioned timeously.
• Assist Client Executive with requesting quotations and drafting reports.
• Ensure timely response to queries.
• Present at member induction sessions and keep attendance register.
• Attend regular meetings with administrators/service providers.
• Negotiate with insurers/service providers where required.
• Attend regular meetings with team to discuss workflow and problem areas.
• Provide appropriate advice, excellent client service and project management to ensure smooth running of the client base.
• Assist Client Executive to establish strong relationships with key decision makers, management committee members and service providers.
• Ensure client contact details are accurate.
• Updating of internal systems.

Skills

Retirement fund consulting

Education

RE 05 Passed

FAIS compliant

Tools

Microsoft Office (Outlook, Word, Excel)

Job description

Marsh in Cape Town seeks an experienced Employee Benefits Consultant to support retirement fund consulting and administration for a portfolio of clients. The role requires building strong client relationships, adhering to SLAs, and contributing to annual client plans.

The successful candidate will join an established, global firm with hybrid work. High attention to detail, English proficiency, and a valid driver’s license are essential.