Retirement Fund Consultant at AON

What the day will look like

Meetings:

• Lead client interactions in accordance with pre-established year-plan.
• Liaise with Operations Manager to finalise agenda packs for distribution to clients one week prior to Board/Manco meetings (or per SLA).
• Prepares all communication and information requirements (agendas, minutes, reports) for client meetings.
• Assists with the annual market review of existing benefit offerings and/or applicable rates.
• Provides administrative support to the team including updating and maintaining accurate records and files, entering data into relevant systems, assisting with producing documents and collating information.
• Adheres rigorously to agreed SLAs with clients.
• Cooperates and works with colleagues and other partners to ensure tasks are completed on time.
• Lead and control service provider interactions during client meetings.
• Lead feedback and recommendations at all Committee and Board meetings.
• Provide draft minutes within two weeks from Board/Manco meetings for circulation to Board/ Manco for final input.
• Lead action items with assistance from Operations Manager
• Finalization and implementation of action items identified.

Relationships:

• Interact on a regular basis with clients either in person or telephonically to establish relationship and handle Fund/benefit activities.
• Supervise and run interactions with Service Providers as client representative.
• Execute process in accordance with prescribed timelines.

Portfolio:

• Keep documentary evidence of all tasks/instructions relevant to client activities. (ROA)
• Implement monthly and quarterly performance reviews with Operations Manager.
• Advise and keep clients up to date with all industry developments and legislative changes.
• Monitor rate review process, and present and discuss outcome with Client and make final recommendation for implementation.
• Assist clients in Member education and communication strategies.

Finances:

• Prepare and table monthly report on invoices issued and pending.
• Implement strategies to collect income within negotiated timelines.
• Handle overall portfolio expenses and consulting remuneration levels.
• Supervise and handle personal expenses within determined timelines.

New Business:

• Identify and lead new business opportunities within existing portfolio.
• Identify cross-selling opportunities within the portfolio and EB, and introduce the relevant parties within Aon.
• Develop professional expertise in order to be able to articulate solutions to clients.
• Apply company policies and procedures to resolve a variety of issues.
• Possess an awareness of larger team / department strategies and customer needs.
• Work with all Aon Solution lines & Divisions to ensure high quality, efficient and compliant delivery of all client servicing/administrative/transactional activities.

Skills and experience that will lead to success

Qualifications

• Be in possession of Grade 12 (Matric).
• Must be registered as a representative with the FSCA in terms of the FAIS Act
• Have or work towards achieving a NQF level 8/9 qualification in wealth management or any other industry applicable qualification at the same level

Knowledge

• Has a broad knowledge of Aon generally and a deeper knowledge within the sector / territory.
• Individual with knowledge of the principles and practices within a technical/ professional discipline.
• Able to analyze data and convey the findings in a constructive and objective manner to assist client.
• Has a broad knowledge of Aon generally and a deeper knowledge within the sector / territory.
• Individual with knowledge of the principles and practices within a technical/ professional discipline.
• Able to analyze data and convey the findings in a constructive and objective manner to assist client.

Skills And Attributes

• Be computer literate with advanced experience in MS Word & Excel
• Ability to communicate effectively
• Good interpersonal and organizational skills
• Ability to empower and develop reporting staff to a level where they would be capable to fulfil the same role and expectations
• Be dependable and respect confidentiality
• Have a high work ethic and must have the ability to function effectively under pressure
• Be a team player, have the ability to build good relationships, support and actively participate in, and contribute to any team initiatives.

Experience

• Typically possess business experience, with intermediate knowledge of functional area.
• Possesses advanced analytical, technical and problem-solving skills and abilities.
• Have a minimum of 8 years’ experience in a similar or related role