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Welcome to the Eskom Pension and Provident Fund (EPPF). The EPPF provides retirement fund administration services for the members of the EPPF. We are the second-largest pension fund in South Africa, managing assets valued at over R170-billion.
Our service offering focuses on retirement fund administration for three participating employers: Eskom, Eskom Ro...
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Description
Engage key representatives of the client to understand their context and needs
- Partner with Employer representatives and HR professionals to identify challenges and gaps in service levels, understand their context and requirements in the short and medium term (e.g. changing member demographics, anticipated organisational restructures and frequently asked questions)
- Monitor the accurate completion of claim forms and query trends and provide feedback and recommendations to HR
- Develop and secure commitment to member engagement and education plans to meet these needs and share feedback and trends with the Member Experience Manager and specialists to ensure that engagement strategies remain relevant and adapt accordingly.
- Keep the representatives and their HR teams informed of any changes in regulations, benefits offerings, claim procedures, processes and service channels, building their capability to respond to frequently asked questions and guide employees in their benefit selection and retirement decision-making
- Agree service levels, engagement channels and initiatives and be a key channel of support on an ongoing basis
- Regular schedule of goodwill visits and training programs that target HR Practitioners, HR Officers, and HR Assistants.
- Respond to all queries and complaints accurately and sensitively.
- Support the Business Development Consultant and Investment Consultant on all referrals.
Proactively engage members at key points in their journey
- Plan and conduct member engagement, communication, and information sessions in line with critical points of their journey (onboarding, significant life events, pre and post retirement)
- On request, provide accurate, and specialist benefit counselling to members who are pre-retirement in terms of options, tax implications, divorce act, income tax act, pension fund act, etc.
- Plan and coordinate member education sessions ensuring their objectives are well defined and their impact tracked.
- Conduct presentations and answer queries in a sensitive manner.
- Use surveys, site visits and engagement sessions with members to gauge impact of communication received and ensure that the transfer of information is well understood.
Support and Execute broader Member and Pensioner Education and Fund promotion campaigns
- Work with the Member experience specialists to understand member and pension segments and requirements and design multi-channel, country-wide information functions which attract Pensioners, promote the EPPF and Fund benefits and answer queries appropriately.
- Oversee all logistical arrangements regarding the pensioner education functions.
Annual Budgets and Financial Management
- Prepare and motivate for budget to deliver member and client engagement against plans in respective areas of responsibility to deliver to client and member needs
- Manage costs against guidelines and ensure alignment of expenditure with the budget.
Member Feedback and Reporting
- Weekly reporting on all engagements and member feedback
- Gather feedback from members and pensioners at engagement session
- Input into monthly reports
Requirements
REQUIRED MINIMUM EDUCATION/TRAINING
- Relevant Bachelor’s Degree. Registered with professional bodies - where applicable.
- Certified Financial Planner qualification preferred, FAIS qualifications an advantage
- Regulatory Exam 5
REQUIRED MINIMUM WORK EXPERIENCE
- Strong understanding of Employee Benefits administration processes and related products
- At least 3-5 years job-related experience (retirement and financial planning) with a focus on employee benefit client relationship management and benefit consulting.
- Working knowledge of focused client service
- Proficient in MS office (Word, Excel, PowerPoint, and Outlook)
- Presentation and Facilitation skills
- Valid Driver’s licence and own car
TECHNICAL COMPETENCY REQUIREMENTS
- Pension and Benefits Regulations – in depth knowledge of pension and benefits regulations and standards to ensure adherence to legal requirements.
- Retirement Planning – Proficient in retirement planning principles, including pension fund management and guiding members on retirement readiness.
- Basic knowledge of Income Tax Act, Divorce Act, Pension Fund Act
- Working knowledge of Default Regulation and Benefit Administration
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Description
Engage key representatives of the client to understand their context and needs
- Partner with Employer representatives and HR professionals to identify challenges and gaps in service levels, understand their context and requirements in the short and medium term (e.g. changing member demographics, anticipated organisational restructures and frequently asked questions)
- Monitor the accurate completion of claim forms and query trends and provide feedback and recommendations to HR
- Develop and secure commitment to member engagement and education plans to meet these needs and share feedback and trends with the Member Experience Manager and specialists to ensure that engagement strategies remain relevant and adapt accordingly.
- Keep the representatives and their HR teams informed of any changes in regulations, benefits offerings, claim procedures, processes and service channels, building their capability to respond to frequently asked questions and guide employees in their benefit selection and retirement decision-making
- Agree service levels, engagement channels and initiatives and be a key channel of support on an ongoing basis
- Regular schedule of goodwill visits and training programs that target HR Practitioners, HR Officers, and HR Assistants.
- Respond to all queries and complaints accurately and sensitively.
- Support the Business Development Consultant and Investment Consultant on all referrals.
Proactively engage members at key points in their journey
- Plan and conduct member engagement, communication, and information sessions in line with critical points of their journey (onboarding, significant life events, pre and post retirement)
- On request, provide accurate, and specialist benefit counselling to members who are pre-retirement in terms of options, tax implications, divorce act, income tax act, pension fund act, etc.
- Plan and coordinate member education sessions ensuring their objectives are well defined and their impact tracked.
- Conduct presentations and answer queries in a sensitive manner.
- Use surveys, site visits and engagement sessions with members to gauge impact of communication received and ensure that the transfer of information is well understood.
Support and Execute broader Member and Pensioner Education and Fund promotion campaigns
- Work with the Member experience specialists to understand member and pension segments and requirements and design multi-channel, country-wide information functions which attract Pensioners, promote the EPPF and Fund benefits and answer queries appropriately.
- Oversee all logistical arrangements regarding the pensioner education functions.
Annual Budgets and Financial Management
- Prepare and motivate for budget to deliver member and client engagement against plans in respective areas of responsibility to deliver to client and member needs
- Manage costs against guidelines and ensure alignment of expenditure with the budget.
Member Feedback and Reporting
- Weekly reporting on all engagements and member feedback
- Gather feedback from members and pensioners at engagement session
- Input into monthly reports
Requirements
REQUIRED MINIMUM EDUCATION/TRAINING
- Relevant Bachelor’s Degree. Registered with professional bodies - where applicable.
- Certified Financial Planner qualification preferred, FAIS qualifications an advantage
- Regulatory Exam 5
REQUIRED MINIMUM WORK EXPERIENCE
- Strong understanding of Employee Benefits administration processes and related products
- At least 3-5 years job-related experience (retirement and financial planning) with a focus on employee benefit client relationship management and benefit consulting.
- Working knowledge of focused client service
- Proficient in MS office (Word, Excel, PowerPoint, and Outlook)
- Presentation and Facilitation skills
- Valid Driver’s licence and own car
TECHNICAL COMPETENCY REQUIREMENTS
- Pension and Benefits Regulations – in depth knowledge of pension and benefits regulations and standards to ensure adherence to legal requirements.
- Retirement Planning – Proficient in retirement planning principles, including pension fund management and guiding members on retirement readiness.
- Basic knowledge of Income Tax Act, Divorce Act, Pension Fund Act
- Working knowledge of Default Regulation and Benefit Administration
go to method of application »
Description
Manage private market investments portfolio
- Assist with the completion and presentation of research and recommendations to EPPFs internal investment committee.
- Monitor the performance of existing investments and identify potential areas of concern.
- Work with senior analysts to conduct special research on private market strategies and opportunities.
- Prepare and present investment reports on new and existing portfolio investments for submission to the investment committee.
- Write memos that involve updates and/or recommendations.
- Contribute to the performance reporting process for assigned clients.
- Engage with industry stakeholders and institutional investors.
- Conduct thorough due diligence on external investment managers and direct investment opportunities to help construct an investment portfolio in accordance with EPPF Private Equity Strategy and risk adjusted return objectives for the asset class.
- Conduct thorough due diligences on direct, secondary and primary fund investments, ensuring thorough assessment and identification of risks in potential investments.
Provide financial evaluation of investment opportunities to the investment committee
- Prepare historical financial statement analysis; forecasted financial ratio analysis as well as scenario testing analysis.
- Create and analyse complex financial models (including sensitivity analysis) to support potential investment opportunities.
- Review of monthly management accounts and annual forecasts submitted to the Portfolio Manager
- Ensure thorough review that the implementation of agreed strategic vision with management is on track thereby increasing shareholder value.
- Preparation of annual and ad-hoc valuation reports to be submitted.
Meet target investment allocations and investment return objectives
- Monitor existing Private Market portfolio, including frequent interaction with IMU Management teams in order to optimise returns.
- Build robust financial models for portfolio performance measurement and monitoring to enable appropriate investment decisions.
- Deploy funds into suitable investment vehicles in order to meet the targeted allocation to private markets.
- Generate portfolio returns of relevant CPI % or other objectives as specified in the Fund’s Investment Policy Statement or investment mandate.
- Regularly review and evaluate the financial valuations of the underlying portfolio.
- Prepare and submit periodic reports to the SIC, in accordance with efficient portfolio monitoring and reporting requirements.
- Review key Limited Partnership Agreements (LPA) terms and other Legal agreements.
Requirements
TECHNICAL COMPETENCY REQUIREMENTS
- Knowledge of financial procedures and practices
- Knowledge of financial reporting and Regulation 28 reporting
- Knowledge of Investment Accounting, standards and procedures
- Knowledge of Investment
- In-depth knowledge of a wide variety of valuation methodologies
- Excellent quantitative abilities.
- Financial system knowledge
BEHAVIOURAL COMPETENCY REQUIREMENTS
- Leadership
- Self-Mastery
- Execute with excellence
- Customer centric
- Agile
REQUIRED MINIMUM EDUCATION/TRAINING
- BCom Degree / major in economics, business, or finance preferred.
- Studying towards CFA or CA(SA) will be advantageous.
REQUIRED MINIMUM WORK EXPERIENCE
- At least 4 to 5 years job-related experience
- Sound understanding of economic and investment theory and practices.
Method of Application
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