A prestigious Investment Company is currently looking for an Employee Benefits Consultant to consult to both Trustee boards of standalone funds and also management committees of participating employers in umbrella funds.

• Taking the full responsibility for consulting services on a portfolio of participating employers and stand-alone retirement funds
• Reviewing current processes and initiating ways to improve and enhance efficiency in processes
• Maintenance and ongoing servicing of existing business as the lead relationship manager for the assigned portfolio of clients
• Facilitate committee meetings for to present the agenda and record discussions in order to prepare minutes
• Analyse the participating Employer's or Fund's position and any issues pertinent thereto, and assess any new legislative developments / best practices that need to be included
• Prepare investment return summaries and collate to present in the Committee agenda pack
• Promote and support new business initiatives for the team

• Bachelors' degree (with 3-5 years of EB Consulting experience)
• 5-10 years experience in a EB Consulting environment (without a degree)
• Certified Financial Planner (CFP) - Compulsory
• FAIS Accreditation - Compulsory
• Customer focused, results driven and innovative
• Project management and organisational skills