Retirement Fund Consultant

The Hiring House; Gauteng; On-site; ZAR 300,000 - 500,000; Full time

Job summary

A leading consulting firm in South Africa seeks an experienced employee benefits consultant. You will provide technical advice aligned with regulatory requirements, manage client relationships independently, and prepare meeting materials. A B. Com degree or equivalent is required, along with 3–5 years of relevant experience. Strong communication skills and a solid grasp of industry regulations are essential. This role offers an opportunity to collaborate with various stakeholders and enhance best practice methodologies.

Qualifications

• Minimum 3–5 years’ experience in employee benefits consulting.
• Demonstrated ability to manage client relationships and deliver technical advice.
• Solid understanding of industry regulations, operations, and service models.

Responsibilities

• Provide compliant technical advice aligned with legislation.
• Manage a portfolio of clients and build strong relationships.
• Prepare meeting agendas and ensure action tracking.
• Draft and manage Section 14 transfer checklists.
• Collaborate with administration teams to resolve issues.

Skills

Client relationship management

Technical compliance

Strong written communication

Regulatory understanding

Education

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

Further industry qualifications or certifications

Job description

Role Overview & 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 organising and presenting member roadshows and educational sessions.

Internal Collaboration & Best Practice

• Implement the company's 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.

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.

Please call us on 0100300127

NB: Should you not hear from us within 6 weeks, please consider your application unsuccessful.