Fund Relationship Consultant at Momentum Metropolitan Holdings Limited

Role Purpose    

• Providing an efficient and effective service to clients by supporting the Senior Consultant in their fund engagement obligations.

Requirements    

Experience And Qualifications

• Matric (Grade 12).
• Relevant Degree or Diploma.
• 1 to 3 years of Employee Benefits experience.
• 1 year of experience in minute-taking and agenda preparation.
• Fund Administration experience is advantageous.

Duties & Responsibilities    

• Assist with first-line queries from clients and internal stakeholders, ensuring that they are resolved or escalated timeously.
• Build and maintain a network of relationships with internal stakeholders, ensuring effective service delivery to consultants and clients.
• Maintain a consistent service delivery to the consultants' team that will result in client retention and satisfaction.
• Assist with and follow up on action items from client meetings, ensuring the timelines and required outcome as agreed with the client are clearly stated.
• Preparation of agendas, board packs, minutes, and file notes for client meetings, ensuring quality, accuracy, and timeous reporting.
• Provide documentation to the Legal Department for submission to the Financial Services Conduct Authority (FSCA) and follow up regularly to ensure timeous finalization.
• Ensure maintenance of relevant databases (share drive) and records for the team, for ease of reference and retrieval of data (save documents).
• Maintain an S14 register and assist with the monitoring of all section 14 applications, ensuring that the process followed is in line with legislation.
• Update the Fund year plan and meeting schedule for the area of responsibility.
• Maintain a register of all Pension Fund Adjudicator (PFA) complaints and ensure adherence to agreed timelines.

Competencies    

• Client Commitment.
• Drive for results.
• Self – awareness.
• Diversity and Inclusiveness.
• Impact and Influence.

Closing Date    

• 2026/06/26