Associate Benefit Consultant- Bloemfontein at Sanlam Group

Purpose of the Role

• This role is for Simeka Consult, founded in 1998 through the merger of Sanlam Consultants & Actuaries and Simeka Employee Benefits, Simeka provides innovative employee benefits solutions to retirement funds, employers, medical schemes, trade unions, and individual fund members.
• As the Associate Benefit Consultant you will consult the trustees/management committees of funds, assist in the daily managing and logistical control of the funds, to co-ordinate and facilitate between departments, with the ultimate objective of providing overall assistance and backup to the Senior / Principal Consultant.

Key Responsibilities

• Ensuring that a portfolio of clients is adequately serviced
• Technical excellence in servicing corporate clients
• Embodying TCF in client interaction
• Effective management of a portfolio of clients
• Demonstrating client centricity
• Manage the communication plan of the Funds
• Facilitating and co-ordinating internal departments
• Self-development
• Build client relationships and ensure client retention
• Ensure that the overall standard of agenda packs, minutes and consulting advice is maintained
• Attend and coordinate Trustee Meetings and/or Joint Forum Meetings
• Provide monthly reporting via required reports on operating functions of portfolio
• Ensure that standard procedures, practices and Client servicing are maintained and adhered to
• Risk awareness and the management of these risks
• Awareness of regulatory legislation and developments within the industry

Qualification and Experience

• Bcom Degree or BA Law / LLB or equivalent NQF level qualification
• CFP advantageous
• FAIS accreditation is required
• Minimum of 3-5 years Benefit Consulting Experience is required

Knowledge and Skills

• Knowledge of Employee Benefits and wider financial services industry and process
• Product knowledge and understanding of the Group Risk and/ or Retirement Fund Industry
• Computer literate with proficiency in Microsoft Office (Word, Excel and PowerPoint)
• Own car and valid driver’s license is required