Employee Benefits Consultant

V&A Waterfront, Cape Town, South Africa Posted on 05/11/2025

A well-established financial services company isseeking an experienced Employee Benefits Consultant to join their teamon a full-time, permanent basis. This advisory role focuses on managingthe full spectrum of death, disability, and funeral claims, ensuringcompliance with legislation and company standards. The successful candidatewill act as a trusted advisor to clients, providing expert guidance onemployee benefits products and engaging at a strategic level - not in anadministrative support capacity.

• Provide professional advice to clients in line with theFAIS Act and company policies.
  
• Manage and service a portfolio of employee benefitclients, ensuring high levels of client retention and satisfaction.
  
• Prepare and present reports and meeting packs toemployer forums and trustee boards.
  
• Oversee claims management for death, disability, andfuneral benefits, ensuring timely resolution and compliance.
  
• Liaise with insurers and stakeholders to facilitateunderwriting, claims, and benefit payments.
  
• Conduct annual benefit reviews, benchmarking, and riskre-brokes for clients.
  
• Support client communication and member engagementstrategies.
  
• Monitor compliance with fund governance, section 14transfers, and trustee requirements.
  
• Contribute to new business development and assist inmergers, acquisitions, and client conversions.
  
• Stay informed of legislative and market changes andcommunicate updates internally and to clients.
  
• Manage and mentor support staff within the consultingdivision.
  

• 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)