Aon South Africa is recruiting a Retirement Fund Consultant, based in our Employee Benefits division at our offices in Sandton. This is a hybrid role with the flexibility to work both virtually and from our Head Office.
The role of the Retirement Fund Consultant is to efficiently and effectively manage a portfolio of funds/schemes in accordance with service level agreement requirements and in the process provide guidance and support and advice that contributes value for all stakeholders.
Aon is in the business of better decisions
At Aon, we shape decisions for the better to protect and enrich the lives of people around the world.
As an organization, we are united through trust as one inclusive, diverse team, and we are passionate about helping our colleagues and clients succeed.
What The Day Will Look Like
Meetings:
Manage client interactions in accordance with pre-established year plan.
Liaise with Operations Manager to finalise agenda packs for distribution to clients one week prior to Board/Manco meetings.
Manage and control service provider interactions during client meetings.
Manage feedback and recommendations at all Committee and Board meetings.
Provide draft minutes within two weeks from Board/Manco meetings for circulation to Board/ Manco for final input.
Manage action items with assistance from Operations Manager
Monitor finalization and implementation of action items identified.
Relationships:
Interact on a regular basis with clients either in person or telephonically to establish relationship and manage Fund/benefit activities.
Supervise and manage interactions with Service Providers as client representative.
Manage process in accordance with prescribed timelines.
Portfolio:
Keep documentary evidence of all tasks/instructions relevant to client activities.
Implement monthly and quarterly performance reviews with Operations Manager.
Inform and keep clients advised of all industry developments and legislative changes.
Monitor rate review process, and present and discuss outcome with Client and make final recommendation for implementation.
Assist client in Member education and communication strategies.
Finances:
Prepare and table monthly report on invoices issued and pending.
Implement strategies to collect income within negotiated timelines.
Manage overall portfolio expenses and consulting remuneration levels.
Monitor and manage personal expenses within determined timelines.
New Business:
Identify and manage new business opportunities within existing portfolio.
Identify cross-selling opportunities within the portfolio and introduce the relevant parties from within Aon.
Responsible for engaging in business development and/or contributing directly or indirectly to all business development efforts in Aon South Africa.
Qualifications.
Skills and experience that will lead to success
- Registration as a representative with the FSCA in terms of the FAIS ACT and counsel for medical schemes.
- Possess an NQF level 8 or 9 qualification in wealth management or any other industry applicable qualification.
- Knowledge of the principles and practices applied within a technical/professional discipline.
- All round specialist knowledge in employee benefits.
- Well-developed ability to analyse data and convey the findings in a constructive an objective manner to clients.
- Advanced analytical, technical and problem-solving skills.
- Advanced computer literacy with proficiency in MS Word and Excel.
- Well-developed communication skills.
- Well-developed interpersonal skills.
- Ability to lead and empower and develop staff.
- A minimum of 10 years experience in a similar or related role.
- Possess related business experience with intermediate knowledge of the applicable functional area (employee benefit solutions).
In addition to our comprehensive benefits package, we encourage a diverse workforce. Plus, our agile, inclusive environment allows you to manage your wellbeing and work/life balance, ensuring you can be your best self at Aon. Furthermore, all colleagues enjoy two Global Wellbeing Days each year, encouraging you to take time to focus on yourself. We offer a variety of working style solutions, but we also recognize that flexibility goes beyond just the place of work... and we are all for it. We call this Smart Working!
Our continuous learning culture inspires and equips you to learn, share and grow, helping you achieve your fullest potential. As a result, at Aon, you are more connected, more relevant, and more valued.
Aon values an innovative, diverse workplace where all colleagues feel empowered to be their authentic selves. Aon is proud to be an equal opportunity workplace.
Aon provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, creed, sex, sexual orientation, gender identity, national origin, age, disability, veteran, marital, domestic partner status, or other legally protected status. Aon is committed to a diverse workforce and is an affirmative action employer. People with criminal histories are encouraged to apply.
We provide individuals with disabilities reasonable accommodations to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment in accordance with applicable law. Please contact us to request an accommodation on ReasonableAdjustments@Aon.com
Nothing in this job description restricts management's right to assign or reassign duties and responsibilities to this job at any time.
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