Senior Consultant
Pretoria
Salary: R600 000 – R900 000 pa neg.


5 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 for the branch and 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.

B Com (Econometrics, Insurance & Risk Management etc) or BA Law/ LLB or similar
FAIS compliant and accredited (Representative)
CFP


1. Monitoring fees
2. Budgets and targets
3. Financial Management
4. Trustee Meetings
5. Managing a portfolio of clients
6. Facilitating and co-ordinating internal departments
7. Management & Development of Self & Others
8. Client Relationship
9. Administration
10. TCF

Maintain and service a portfolio of clients
Provide advice pertaining to employee benefits, risk, governance and compliance, investments, legislation


· 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.

· Make appropriate and timely decisions

· Resolve conflict within own team as well as with all External Stakeholders

· Solve complex business problems

· Analyse information and select best solution from a range of alternative solutions

· Develop and maintain desired organisational culture

· Effectively delegate to next layer of the Consulting management team

· Must have a good working knowledge of the business

· Model required leadership behaviour and values

· Accountable for team and client decisions

· Maintain and service a portfolio of clients

· Provide advice pertaining to employee benefits, risk, governance and compliance, investments, legislation