Senior Retirement Fund Consultant

Retirement Fund Consultant 

About the Role

A niche consulting firm in the corporate and employee benefits space, is looking for a Retirement Fund Consultant to join our team. Youll manage a portfolio of clients, deliver proactive consulting advice, and ensure exceptional client service and satisfaction.

Requirements

• FAIS accreditation & compliance with FAIS Code of Conduct
• min 3–5 years experience in the South African employee benefits industry
• Strong knowledge of retirement funds, group risk benefits, governance & legislation
• Practical experience with freestanding funds
• Excellent written and verbal communication skills
• Proactive, client‑centric approach with ability to work independently & ability to manage deadlines in a fast paced environment

Key Responsibilities

• Manage and retain client portfolios
• Provide consulting advice on retirement funds, legislation, governance & group risk products
• Conduct risk rebrokes and advise on product & structures
• Prepare & present client meeting packs, provide secretarial services
• Conduct member presentations where required

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If you have not heard back from us in 14 days, consider your application unsuccessful