Retirement Consultant

Key Responsibilities

• Preparation of agenda packs
• Meeting attendance
• Draft minutes of meetings
• Action matters arising
• Induction presentations
• Rate renewals and market reviews
• Building relationships with HR contacts
• Resolving client queries
• Completion of compliance reporting

Knowledge, Skills and abilities

• Must be FAIS compliant and no longer under supervision
• Minimum 5 years’ client service experience with a focus on retirement and risk consulting
• Must have ability to work as part of a team
• Must have the ability to work accurately with attention to detail
• Must be a good communicator
• Must have self-organisational skills
• Self-disciplined and deadline focused
• Strong critical thinking and analytical problem-solving skills (peer review)
• Be fluent in English (other language will be advantageous)
• Enthusiastic, energetic, yet professional
• Must have MS Office knowledge proficiency
• Must have own transport