Employee Benefits Consultant

Sandton, South Africa Posted on 05/11/2025

A well-established financial services company is seeking an experienced Employee Benefits Consultant to join their team on a full-time, permanent basis. This advisory role focuses on managing the full spectrum of death, disability, and funeral claims, ensuring compliance with legislation and company standards. The successful candidate will act as a trusted advisor to clients, providing expert guidance on employee benefits products and engaging at a strategic level - not in an administrative support capacity.

• Provide professional advice to clients in line with the FAIS Act and company policies.
• Manage and service a portfolio of employee benefit clients, ensuring high levels of client retention and satisfaction.
• Prepare and present reports and meeting packs to employer forums and trustee boards.
• Oversee claims management for death, disability, and funeral benefits, ensuring timely resolution and compliance.
• Liaise with insurers and stakeholders to facilitate underwriting, claims, and benefit payments.
• Conduct annual benefit reviews, benchmarking, and risk re-brokes for clients.
• Support client communication and member engagement strategies.
• Monitor compliance with fund governance, section 14 transfers, and trustee requirements.
• Contribute to new business development and assist in mergers, acquisitions, and client conversions.
• Stay informed of legislative and market changes and communicate updates internally and to clients.
• Manage and mentor support staff within the consulting division.

• Membership of a Professional Body (e.g. FPI) would be advantageous
• Minimum of 5 years' working experience in similar environment
• 3-5 years' Employee Benefits Consulting Experience
• Strong knowledge of Employee Benefit industry
• Strong knowledge of Pension Funds, FAIS and related Legislation
• Compliance and governance of Pension Fund Structures
• Good understanding and interpretation of Pension funds, FAIS and related Legislation
• Financial Advisory knowledge
• Working knowledge of Retirement Fund Law
• Excellent working knowledge of MS Office (Word, Excel Advanced, PowerPoint, Outlook)