Principal Consultant (Employee Benefits)

Pretoria

5-7 years related experience, of which at least 2 years must be in a management capacity

Generating income from funds managed to contribute to the profitability by providing a professional, quality service and consulting advice to clients; client satisfaction, retention and expansion; through co-ordinating all internal and external contacts; keeping abreast of developments in industry, generating new business for the branch, whilst ensuring at all times that standards are maintained.

Manages and coordinates activities of personnel involved in performing internal operations in department or functional area of a financial institution.

Manages a portfolio of clients and a team of consultants servicing the portfolio.

Designs office workflow system, incorporating use of data processing and computer hardware options.

Prepares work schedules and assigns duties to operations personnel to ensure efficient operation of functional area.

Reporting via required and special reports on operating functions of department or branch.

Directs employee training to improve efficiency and ensure conformance to standard procedures and practices.

Risk awareness and the management of risk is of vital importance in the position.


B Com (econometrics, insurance & risk mgt etc) or BA Law/ LLB

FAIS compliant and accredited (Representative)

CFP

Generating new business
Monitoring of fees
Budgets and targets
Financial Management
Client Relationship
Facilitating and co-ordinating internal departments
Trustee Meetings
Management & Development of Self & Others