Consultant

Designation: PP3866 - ConsultantCategory: Retirements Consulting - OF2300Posted by: Alexander ForbesPosted on: 17 Jun 2025Closing date: 25 Jul 2025Location: JohannesburgPurpose Of The JobThe role involves providing consulting support to the trustees and management committees of retirement funds. The successful candidate will assist with the daily management and logistical coordination of the funds, acting as a liaison between departments. The primary objective is to provide comprehensive assistance and support to the Senior Consultant to ensure smooth and effective fund operationsOverviewKey Responsibilities:

Serve as the main point of contact for clients in the absence of the Senior Consultant, and as the secondary contact when the Senior Consultant is present. Ensure the efficient daily operation of assigned funds. Draft agendas, minutes, and file notes for trustee and management meetings. Coordinate annual risk benefit renewals. Log and process Section 14 transfer applications. Draft rule amendments in line with regulatory requirements. Take and distribute minutes, agendas, and action items from meetings. Respond to telephone calls, emails, and written correspondence within defined service standards.

Maintain the quality and accuracy of all information shared with clients and internal stakeholders. Attend E-Learning Forum sessions as required for continued professional development. Take full ownership of assigned clients, including the development and implementation of client planRequirementsRecognised Bachelor's degreeMinimum of 2 years of experience in a Financial Services industry roleFAIS CompliantRegulatory Exam (RE5)Completion of COB (Class of Business)Product Specific TrainingCFP/CFA (advantageous)