Strategic Retirement & Risk Benefits Advisor

Aon plc; Cape Town; On-site; ZAR 600,000 - 900,000; Full time

Job summary

Aon South Africa is recruiting a Retirement and Risk Benefits Consultant in Cape Town to manage funds/schemes and provide guidance under SLA.

You will lead client meetings, prepare agendas and minutes, and liaise with the Operations Manager; responsibilities include annual market reviews and delivering compliant, value-adding service.

Strong communication, numeracy, and integrity are essential; FSCA registration per FAIS Act is required.

Qualifications

• Be in possession of Grade 12 (Matric).
• Must be registered as a representative with the FSCA in terms of the FAIS Act.
• Have or work towards achieving a NQF level 7/8 qualification in wealth management or any other industry applicable qualification at the same level

Responsibilities

• Lead client interactions in accordance with pre-established year-plan.
• Onsite member session and inductions
• Liaise with Operations Manager to finalise agenda packs for distribution to clients one week prior to Board/Manco meetings
• Prepares all communication and information requirements (agendas, minutes, reports) for client meetings
• Assists with the annual market review of existing benefit offerings and/or applicable rates
• Provides administrative support to the team including updating and maintaining accurate records and files

Skills

Communication skills

Interpersonal skills

Confidentiality

Team player

Ability to work under pressure

Client relationship management

Education

Grade 12 (Matric)

NQF level 7/8 in wealth management or equivalent

Tools

MS Word

Excel

PowerPoint

Job description

Aon South Africa is recruiting a Retirement and Risk Benefits Consultant in Cape Town to manage funds/schemes and provide guidance under SLA.

You will lead client meetings, prepare agendas and minutes, and liaise with the Operations Manager; responsibilities include annual market reviews and delivering compliant, value-adding service.

Strong communication, numeracy, and integrity are essential; FSCA registration per FAIS Act is required.