Senior Consultant - Johannesburg
The focus of this role is client satisfaction, with less responsibility in terms of revenue management and generation.
To continue improving technical knowledge.Meeting and meeting preparationPrepare trustee packs for large clientsAnalyse the fund's position and pertinent issuesAttend Trustee meetingsPrepare and circulate action lists from client meetingsMonitor the completion of action items from the action listFacilitation of required meeting documentationCirculate completed minutes to clientRisk benefit managementReview of risk benefit structure prior to market tests or renewalsPrepare risk benefit market tests for clients Manage and monitor free cover limits on the fundsFacilitate renewalsTraining self-
study and structuredAttend all consulting internal forums and requisite training sessionsKeep up to date with all publications regarding industry developmentsGain a greater understanding of retirement fund managementDeepen technical expertise relating to retirement fund consultingInternal and external client liaison and retentionOwnership of overall client satisfactionMaintain functional relationship to ensure excellent client serviceMaintain functional inter-
team relationshipsManage verbal and written queries from all clientsInvestmentsObtain investment return summariesLiaise with the Asset Consulting team to arrange investment presentationsPrepare and send investment communication for clientsGeneral fund managementMaintain Fund master fileDraft fund communication / reporting and submitPrepare and monitor section 14 applicationsReview financial statements and actuarial evaluationsCollate and provide fund related informationComplete the finance checklist and collate of any fund documentationRequest and manage deadlines for any information / documentation required for reportingQualification & experience B Com / Law / Bachelors degree with commerce / legal subjectsCertified Financial PlannerB Com (Hons) (Preferred)48 months Employee Benefits consulting experienceFAIS representative accreditation